Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 5,875 $263K 0.02% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,465 $244K <0.01% -414 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 5,440 $243K <0.01% +230 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 5,159 $231K +2,005 Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 5,032 $225K 0.04% +43 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,017 $224K <0.01% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 4,975 $222K 0.01% new 13F-HR Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 4,884 $218K +4,868 Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,861 $217K <0.01% +384 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,686 $210K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,683 $209K <0.01% +195 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,606 $206K <0.01% -10,877 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 4,606 $206K <0.01% -16,502 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,594 $205K -6,426 Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4,580 $205K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,512 $202K <0.01% +383 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 4,491 $201K <0.01% -7,200 13F-HR/A Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 4,484 $200K <0.01% new 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,314 $193K 0.02% +69 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,314 $193K 0.01% -2,031 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,212 $189K <0.01% -3,438 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. 3,726 $167K <0.01% +1,738 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 3,313 $148K <0.01% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,893 $129K <0.01% -5,459 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,266 $101K <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,061 $92.1K 0.07% -2,344 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,026 $90.6K <0.01% -26 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,020 $90K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,966 $87.9K <0.01% +479 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,733 $77.5K <0.01% +777 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,715 $76.6K <0.01% +362 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,698 $75.9K <0.01% +369 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,677 $75K <0.01% +214 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,666 $74.5K 0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,508 $67.4K <0.01% new 13F-HR Timeline Group CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 1,495 $66.8K 0.06% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,437 $64.2K 0.01% +1,419 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,420 $63K <0.01% -1,568 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) 1,272 $56.9K <0.01% -617 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,013 $47.5K <0.01% new 13F-HR Timeline HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 1,000 $44.7K 0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 973 $43.5K <0.01% -7,425 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 930 $42K 0.02% new 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 930 $41.6K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 894 $40K <0.01% new 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 764 $34.2K 0.01% -379 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 653 $29.2K <0.01% -9 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 617 $28.1K <0.01% +62 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 603 $27K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 582 $26K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 580 $25.9K <0.01% +131 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 561 $25.1K <0.01% +440 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 549 $24.5K <0.01% -7 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 530 $23.7K <0.01% -1,695 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 517 $23K <0.01% +96 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 454 $20.3K <0.01% +146 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 429 $19.2K <0.01% +212 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. True Wealth Design, LLC More: the full row for True Wealth Design, LLC 410 $18.3K 0.01% +23 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 350 $15.7K <0.01% +5 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 315 $14.1K <0.01% -465 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 232 $10.4K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 215 $9.61K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 214 $9.57K <0.01% -87 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 210 $9.39K <0.01% +44 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 211 $9K <0.01% -1,052 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 200 $8.94K <0.01% 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 200 $8.94K <0.01% -136 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 197 $8.81K <0.01% -11,560 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 188 $8.41K <0.01% +6 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 187 $8.36K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 175 $7.82K <0.01% +15 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 161 $7.2K <0.01% +31 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 159 $7.11K <0.01% -6 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 150 $6.71K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 141 $6.3K <0.01% +43 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 139 $6.21K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 129 $6.19K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 117 $5.23K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 100 $4.47K <0.01% new 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 97 $4.34K <0.01% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 95 $4.25K <0.01% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 88 $3.94K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 87 $3.89K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 85 $3.8K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 84 $3.76K <0.01% +66 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 73 $3.26K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 60 $2.68K <0.01% +6 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 58 $2.59K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 56 $2.5K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 48 $2.15K <0.01% -209 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 44 $1.97K <0.01% +30 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 43 $1.92K <0.01% 0 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 39 $1.74K <0.01% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 34 $1.52K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 33 $1.48K <0.01% +18 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 31 $1.39K <0.01% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 30 $1.34K <0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 20 $895 <0.01% +15 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 18 $805 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 18 $805 <0.01% 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 16 $715 <0.01% 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 15 $671 <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 14 $626 <0.01% -75 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 12 $537 <0.01% 0 13F-HR Timeline Trium Capital LLP More: the full row for Trium Capital LLP 12 $537 <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 8 $358 <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8 $358 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 8 $358 <0.01% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6 $269 <0.01% -494 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $224 <0.01% -3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $223 <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4 $183 <0.01% -176 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4 $179 <0.01% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 4 $179 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $179 <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3 $134 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $78 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1 $45 <0.01% 13F-HR Timeline 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.