Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,624 $180K <0.01% +494 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,529 $145K <0.01% +1,854 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,801 $122K 0.11% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,696 $118K 0.01% -951 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,348 $107K <0.01% -27 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BFSG, LLC More: the full row for BFSG, LLC 2,938 $94.2K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,735 $88K <0.01% -1,625 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 2,681 $85.9K 0.02% +70 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,668 $85.5K 0.05% -757 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,543 $81.5K 0.04% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,533 $81K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,522 $80.8K 0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,388 $76.5K 0.03% -242 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,258 $72.4K 0.04% +313 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,128 $68.2K <0.01% +837 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,069 $66K 0.04% +396 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,990 $63.8K <0.01% +43 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,818 $58.3K 0.01% +135 13F-HR/A Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 1,800 $57.7K 0.05% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,707 $54.7K <0.01% -915 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,607 $51.5K <0.01% +11 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,583 $50.7K 0.01% +18 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,563 $50.1K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,456 $46.7K 0.01% -19 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,314 $42.1K 0.02% +89 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,117 $35.8K 0.01% +2 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,037 $33.2K 0.02% -83 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,014 $32.5K 0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 915 $29.3K 0.01% new 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 909 $29.1K <0.01% 0 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 852 $27.3K <0.01% -12,384 13F-HR Timeline CX Institutional More: the full row for CX Institutional 799 $26K <0.01% +4 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 914 $25.1K 0.02% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 750 $24K <0.01% -330 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 732 $23.5K <0.01% +32 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 730 $23.4K <0.01% -823 13F-HR Timeline Group Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 682 $21.8K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 653 $21.2K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 636 $20.4K <0.01% +57 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 600 $19.3K <0.01% 0 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 594 $19K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 558 $17.9K <0.01% +8 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 509 $16.2K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 507 $16.2K <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 500 $16K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 483 $15.5K <0.01% +29 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 431 $13.8K <0.01% +346 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 416 $13.3K <0.01% +51 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 415 $13.3K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 377 $12.1K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 372 $11.9K <0.01% +11 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 344 $11K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 341 $10.9K <0.01% -2,721 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 336 $10.8K <0.01% -23 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 318 $10.2K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 293 $9.39K <0.01% +49 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 283 $9.07K <0.01% -277 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 261 $8.37K <0.01% -3 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 253 $8.11K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 250 $8.01K <0.01% -5 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 245 $7.85K <0.01% -35 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 243 $7.79K <0.01% +30 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 222 $7.12K <0.01% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 229 $7K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 217 $6.96K <0.01% +9 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 200 $6.41K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 199 $6.38K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 199 $6.38K <0.01% +15 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 168 $5.38K <0.01% -18 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 163 $5.22K <0.01% +25 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 161 $5.16K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 160 $5.13K <0.01% -225 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 151 $4.84K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 143 $4.58K <0.01% -37 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 134 $4.36K <0.01% +8 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 133 $4.26K <0.01% +88 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 128 $4.1K <0.01% +16 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 116 $3.72K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 111 $3.56K <0.01% +60 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 101 $3.24K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 98 $3.14K <0.01% +39 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 92 $2.95K <0.01% -373 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 86 $2.76K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 85 $2.72K <0.01% -8 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 81 $2.6K <0.01% 0 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 78 $2.5K <0.01% +42 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 75 $2.4K <0.01% -5,729 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 72 $2.31K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 68 $2.18K <0.01% -28 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 63 $2.02K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 81 $2K <0.01% -66 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 60 $1.92K <0.01% -31 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 57 $1.84K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 56 $1.79K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 51 $1.64K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 50 $1.6K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 47 $1.51K <0.01% +1 13F-HR Timeline Group Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 47 $1.51K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 47 $1.5K <0.01% +3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 46 $1.47K <0.01% +11 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 45 $1.44K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 41 $1.31K <0.01% +21 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 37 $1.19K <0.01% -5 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 32 $1.03K <0.01% +3 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 31 $994 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 29 $929 <0.01% +7 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 24 $769 <0.01% +7 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 24 $769 <0.01% -6 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 24 $769 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 23 $737 <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 23 $737 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 22 $705 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 20 $641 <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 20 $641 <0.01% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 18 $577 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 17 $545 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 16 $513 <0.01% 0 13F-HR/A Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 16 $492 <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 15 $481 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 15 $481 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 14 $449 <0.01% +5 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 9 $288 <0.01% new 13F-HR/A Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 9 $288 <0.01% -23 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 7 $224 <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 6 $193 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $182 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $161 <0.01% 0 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $161 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5 $160 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 3 $97 <0.01% 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 3 $96 <0.01% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2 $64 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2 $64 <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2 $64 <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 12 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 10 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 4 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.