Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 24,226 $701K 0.02% +193 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 24,090 $697K <0.01% +1,123 13F-HR Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 23,727 $687K <0.01% -2,953 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 23,165 $670K <0.01% -243 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 21,615 $626K 0.01% -32,227 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 20,561 $595K 0.04% -1,659 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 20,172 $584K 0.01% +4,200 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 20,133 $583K 0.02% +275 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 19,959 $578K <0.01% +1,769 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 19,490 $564K 0.03% +2,630 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 18,642 $542K <0.01% +3,088 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 17,847 $516K 0.01% +803 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 17,313 $501K <0.01% -1,138 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 16,348 $473K 0.01% +8,807 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 16,269 $471K <0.01% +4,743 13F-HR Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 16,251 $470K <0.01% -1,521 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 16,104 $466K <0.01% +8,143 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 16,000 $463K 0.03% -550 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 15,594 $451K 0.02% +6,355 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 15,128 $438K 0.3% +1,171 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 14,911 $432K <0.01% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 14,779 $428K 0.02% +2,614 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 13,978 $405K 0.01% -12,454 13F-HR Timeline Group Legato Capital Management LLC More: the full row for Legato Capital Management LLC 13,973 $404K 0.04% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 13,889 $402K 0.05% +634 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 13,505 $391K <0.01% -9 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 13,153 $388K 0.01% 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 13,366 $387K 0.02% +6,345 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 12,579 $364K 0.01% -208 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 12,229 $354K <0.01% -11,609 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 12,010 $348K 0.01% +944 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 12,002 $347K 0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,925 $345K <0.01% -1,221 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10,576 $306K <0.01% +843 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 10,564 $306K 0.01% -1,214 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 10,461 $303K 0.09% +531 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 9,685 $280K 0.14% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 9,595 $278K <0.01% +1,008 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 9,005 $261K 0.15% 0 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 8,948 $259K <0.01% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 8,709 $252K <0.01% -4,005 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,666 $251K <0.01% +230 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 8,652 $250K 0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,918 $250K <0.01% new 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 8,630 $250K 0.01% new 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 8,536 $247K 0.04% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,158 $236K <0.01% -20,529 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 8,090 $234K <0.01% +569 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 8,000 $232K <0.01% +1,306 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 7,950 $230K <0.01% -40 13F-HR Timeline Group ProShare Advisors LLC More: the full row for ProShare Advisors LLC 7,144 $207K <0.01% -302 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,090 $205K 0.01% -701 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 6,979 $202K 0.06% -1,669 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,957 $201K <0.01% new 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 6,861 $199K 0.09% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 6,500 $188K 0.04% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,958 $172K <0.01% +91 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,781 $167K <0.01% +505 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,458 $158K <0.01% new 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 5,357 $155K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,276 $153K <0.01% +1,344 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 4,970 $144K <0.01% +580 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,726 $137K 0.02% -7,476 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,383 $127K 0.01% +317 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 4,059 $117K 0.02% -3,177 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 3,678 $106K <0.01% +200 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 3,628 $105K 0.03% +366 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,522 $102K 0.01% +112 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 3,429 $99K 0.01% -5,998 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,129 $91K <0.01% +703 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 2,832 $82K <0.01% -130 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,777 $80.4K <0.01% -255 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,757 $79.8K <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,678 $77.5K 0.04% +466 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,652 $77K <0.01% +303 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,272 $65.8K <0.01% -69 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,108 $61K <0.01% +8 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,972 $57.1K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,944 $56.3K <0.01% +5 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,903 $55.1K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,816 $52.6K <0.01% +108 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,800 $52.1K <0.01% 0 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,662 $48.1K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,311 $37.9K <0.01% 0 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,269 $36.7K 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 1,290 $36.6K <0.01% -77 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,167 $33.8K <0.01% 0 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 1,100 $31.8K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,055 $30.5K <0.01% -98 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,026 $29.7K <0.01% +61 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,012 $29.3K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,003 $29K <0.01% +965 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 898 $26K <0.01% -221 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 870 $25.2K <0.01% +6 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 843 $24.4K 0.01% +9 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 818 $23.7K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 800 $23K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 767 $22.2K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 727 $21K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 693 $20.1K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 653 $18.9K <0.01% +103 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 622 $18K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 616 $18K <0.01% +74 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 580 $16.8K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 540 $15.6K <0.01% +222 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 496 $14.4K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 479 $13.9K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 474 $13.7K <0.01% +6 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 474 $13.6K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 458 $13.3K <0.01% -89 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 422 $12.2K <0.01% +5 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 396 $11.5K <0.01% +212 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 370 $10.7K <0.01% -171,765 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 319 $9.02K <0.01% +101 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 295 $9K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 289 $8.36K <0.01% +289 13F-HR/A Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 283 $8.19K <0.01% new 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 308 $8K <0.01% -63 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 278 $8K <0.01% -1 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 270 $7.81K <0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 197 $6K <0.01% -231 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 159 $4.6K <0.01% 0 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 150 $4.34K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 141 $4.08K <0.01% +10 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 147 $4K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 120 $3.47K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 123 $3.34K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 108 $3.13K <0.01% new 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 103 $2.98K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 102 $2.95K <0.01% 0 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 83 $2.4K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 74 $2.14K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 70 $2.03K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 68 $1.97K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 58 $1.49K <0.01% +2 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 50 $1.45K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 41 $1.19K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 40 $1.16K <0.01% -18 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 38 $1K <0.01% -36 13F-HR Timeline MOTCO More: the full row for MOTCO 31 $897 <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 26 $753 <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 25 $724 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 24 $695 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 24 $695 <0.01% -1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 16 $464 <0.01% new 13F-HR/A Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 10 $289 <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 5 $145 <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1 $29 <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 30 $0 0% -14 13F-HR Timeline Value filed as zero, left out of ratios. Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 4 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.