Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,269 $286K <0.01% -1,905 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 5,269 $286K <0.01% -1,905 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,182 $281K 0.01% +2,074 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 5,217 $279K <0.01% +347 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,139 $278K <0.01% +1,187 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,100 $276K 0.06% +1,393 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 5,100 $276K 0.14% 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,796 $260K 0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,745 $257K 0.03% +2,938 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 4,696 $254K 0.11% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,467 $245K <0.01% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,449 $241K 0.08% new 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 4,428 $240K <0.01% 0 13F-HR Timeline Group Versor Investments LP More: the full row for Versor Investments LP 4,408 $239K 0.04% new 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 4,311 $234K <0.01% -1,949 13F-HR/A Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,171 $226K 0.01% -744 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 4,149 $223K <0.01% +1,594 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,073 $221K <0.01% +272 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 3,945 $214K 0.02% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3,921 $212K <0.01% +3,886 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 3,833 $208K <0.01% 0 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 3,330 $180K 0.1% -6,469 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,811 $152K 0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,572 $131K <0.01% -5,681 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. 2,402 $130K <0.01% +1,344 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 2,171 $118K 0.07% +140 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,780 $96K <0.01% +1,028 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,652 $89.5K <0.01% -1,107 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,614 $87.5K 0.01% +1,595 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 1,518 $82.3K <0.01% -41,205 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,450 $78.6K 0.01% +1,045 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,410 $76.4K 0.01% +1,151 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,351 $73.2K 0.01% +1,052 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,244 $67K <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,149 $62.3K 0.01% +1,142 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,063 $57.6K 0.01% -71 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 997 $54K <0.01% new 13F-HR/A Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 994 $53.9K <0.01% +268 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 971 $52.6K <0.01% -305 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,373 $50.9K <0.01% -485 13F-HR/A Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 901 $48.8K 0.02% +571 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 882 $47.8K <0.01% +49 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 645 $35K <0.01% +9 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 623 $33.8K <0.01% -18,040 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 587 $31.8K <0.01% +435 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 534 $28.9K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 532 $28.8K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 531 $28.8K <0.01% +507 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 506 $27.4K <0.01% +270 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 430 $23.3K <0.01% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 427 $23K <0.01% -329 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 359 $19.5K 0.02% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 303 $16.4K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 284 $15.4K <0.01% -75 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 238 $12.9K <0.01% -2,804 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 206 $11K <0.01% -228 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 200 $10.8K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 197 $10.7K <0.01% +29 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 196 $10.6K <0.01% +153 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 189 $10.2K <0.01% +146 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 181 $9.81K <0.01% -83 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 175 $9.56K <0.01% -130 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 155 $8.41K <0.01% +2 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 128 $6.93K <0.01% +2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 125 $6.77K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 119 $6.45K <0.01% -111 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 119 $6.28K <0.01% -33 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 115 $6.23K <0.01% +15 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 113 $6.12K <0.01% -112 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 110 $5.96K <0.01% -28 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 90 $4.88K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 87 $4.71K -8,142 Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 80 $4.33K <0.01% +32 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 62 $3.36K <0.01% -44 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 57 $3.09K <0.01% +32 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 50 $2.71K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 50 $2.71K <0.01% +44 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 49 $2.65K <0.01% +42 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 48 $2.6K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 48 $2.59K <0.01% +1 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 43 $2.33K <0.01% -14 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 39 $2.11K <0.01% +8 13F-HR Timeline Group HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 37 $2K <0.01% -5,335 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 36 $1.95K <0.01% +7 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 31 $1.68K <0.01% +9 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 31 $1.68K <0.01% +25 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 29 $1.57K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 20 $1.08K <0.01% +4 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 16 $1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sachetta, LLC More: the full row for Sachetta, LLC 17 $922 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 17 $921 <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 15 $813 <0.01% 0 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 13 $704 <0.01% -89 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 12 $625 <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10 $542 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 10 $542 <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 9 $488 <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 7 $379 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 6 $328 <0.01% +5 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 6 $325 <0.01% -2 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5 $271 <0.01% -21 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $271 <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 4 $217 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4 $217 <0.01% 13F-HR/A Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 4 $217 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3 $163 <0.01% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2 $108 <0.01% -9 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2 $108 <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1 $54 <0.01% -125 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $54 <0.01% 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1 $39 <0.01% 0 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 14 $0 0% -4 13F-HR Timeline Value filed as zero, left out of ratios.