Altar Rock LLC More: the full row for Altar Rock LLC 1,144 $228K 0.27% 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 1,068 $213K 0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,056 $211K 0.02% new 13F-HR Timeline MONTANOVA CAPITAL, LLC More: the full row for MONTANOVA CAPITAL, LLC 1,010 $201K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 996 $199K 0.01% -184 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 952 $190K 0.01% -7 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 915 $183K 0.01% +2 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 853 $170K <0.01% +206 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 828 $165K <0.01% +27 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 821 $164K <0.01% +9 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 816 $163K <0.01% +23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 744 $150K 0.01% +94 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 751 $150K <0.01% -125 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 741 $148K <0.01% +552 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 678 $135K <0.01% -46 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 664 $133K <0.01% +35 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 653 $130K <0.01% +171 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 624 $124K <0.01% +4 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 600 $120K 0.05% 0 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 584 $119K <0.01% 0 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 561 $112K <0.01% -15 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 536 $107K 0.04% -243 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 516 $104K <0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 458 $91.4K <0.01% -201 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 442 $88.2K 0.02% -67 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 425 $84.8K 0.01% 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 413 $82K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 354 $70.6K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 350 $69.7K <0.01% +133 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 295 $58.8K <0.01% +163 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 292 $58.2K <0.01% -16 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 286 $57.1K 0.01% -29 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 262 $52.3K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 256 $51.1K 0.01% -53 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 245 $49K 0.03% -1 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 239 $48K <0.01% +4 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 233 $46.5K 0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 228 $45.5K 0.03% -13 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 220 $43.9K 0.01% +218 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 215 $42.9K 0.04% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 204 $40.7K 0.01% +4 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 188 $40.6K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 200 $39.9K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 196 $39.1K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 195 $38.9K 0.01% +10 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 193 $38.5K 0.03% -770 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 191 $38.1K <0.01% +5 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 210 $37.6K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 180 $35.9K 0.02% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 176 $35.1K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 173 $34.5K <0.01% +24 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 160 $31.9K <0.01% +47 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 154 $30.7K <0.01% +97 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 148 $29.5K 0.02% +4 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 148 $29.5K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 135 $27K 0.02% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 133 $26.5K <0.01% -12 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 131 $26.1K 0.01% +1 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 131 $26.1K 0.01% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 130 $25.9K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 129 $25.7K <0.01% -18 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 125 $24.9K 0.01% -65 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 118 $23.5K <0.01% +17 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 118 $23.5K 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. 114 $22.7K <0.01% -9 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 114 $22.7K 0.02% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 113 $22.5K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 112 $22.3K <0.01% -4 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 103 $20.5K <0.01% new 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 100 $19.9K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 99 $19.7K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 94 $18.8K <0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 91 $18.2K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 90 $18.1K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 86 $17.2K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 82 $16.4K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 77 $15.4K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 74 $14.8K <0.01% -12 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 73 $14.6K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 72 $14.5K <0.01% +10 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 70 $14K <0.01% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 70 $14K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 65 $13K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 61 $12.7K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 60 $12K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 59 $11.8K <0.01% +4 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 57 $11.4K <0.01% +46 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 55 $11K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 51 $10.2K <0.01% -1 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 47 $9.33K <0.01% 0 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 41 $9K <0.01% 0 13F-HR/A Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 45 $8.54K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 37 $7.38K <0.01% -13 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 34 $6.78K <0.01% -34 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 34 $6.43K <0.01% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 32 $6.38K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 31 $6.18K <0.01% +15 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 31 $6.18K <0.01% +17 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 30 $5.99K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 30 $5.99K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 30 $5.98K <0.01% -2 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 29 $5.79K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 29 $5.79K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 29 $5.79K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 29 $5.79K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 26 $5.19K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 26 $5.19K <0.01% -276 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 26 $5.18K <0.01% -13 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 25 $4.99K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 25 $4.99K <0.01% 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 24 $4.79K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 24 $4.79K <0.01% +3 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 23 $4.59K <0.01% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 21 $4.19K <0.01% +5 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 26 $4.07K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 20 $3.99K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 19 $3.79K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 18 $3.59K <0.01% +4 13F-HR Timeline Group Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 18 $3.59K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 16 $3.19K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 16 $3.19K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 15 $2.99K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 13 $2.81K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 13 $2.59K <0.01% +2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 12 $2.39K <0.01% -5 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 12 $2.39K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 11 $2.39K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 11 $2.26K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 11 $2.19K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 11 $2.19K <0.01% +1 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10 $2K <0.01% -36 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 10 $2K <0.01% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 10 $2K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 9 $1.8K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 9 $1.8K <0.01% +2 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 9 $1.79K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9 $1.79K <0.01% -3 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 8 $1.6K <0.01% +5 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7 $1.4K <0.01% 0 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $1.4K <0.01% +2 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7 $1.4K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 7 $1.4K <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 7 $1.3K <0.01% +2 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6 $1.2K <0.01% -10 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6 $1.2K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 6 $1.2K <0.01% -27 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 6 $1.2K <0.01% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 5 $1.13K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 7 $1K <0.01% +3 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 4 $1K <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $997 <0.01% +2 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5 $997 <0.01% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 4 $798 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3 $599 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 3 $599 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $599 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3 $598 <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 3 $598 <0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 3 $598 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $493 <0.01% +1 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2 $399 <0.01% +1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 2 $399 <0.01% -8 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2 $399 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1 $253 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $200 <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1 $199 <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1 $199 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1 $199 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $199 <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios.