Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 7,388 $476K 0.02% new 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 7,313 $471K 0.01% 0 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 7,300 $470K 0.29% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 7,237 $466K 0.11% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,167 $461K 0.01% -918 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 7,107 $457K <0.01% -1,162 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,100 $457K 0.01% -1,793 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 7,089 $456K 0.21% -48 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,034 $453K 0.01% +406 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 6,725 $433K <0.01% +699 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 6,696 $431K 0.08% new 13F-HR Timeline C WorldWide Group Holding A/S in group C WorldWide Group Holding A/S More: the full row for C WorldWide Group Holding A/S 6,686 $430K 0.01% 0 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 6,662 $429K <0.01% -940 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 6,050 $389K 0.07% 0 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 6,029 $388K <0.01% new 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 5,970 $387K <0.01% new 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,925 $381K <0.01% +588 13F-HR Timeline Group Holistic Financial Partners More: the full row for Holistic Financial Partners 5,888 $379K 0.14% -476 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 5,740 $369K 0.01% +237 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,400 $369K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,711 $368K 0.12% -111 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,658 $364K 0.01% -105 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,634 $363K 0.01% +5,512 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,527 $356K 0.02% +49 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 5,495 $354K <0.01% 0 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,362 $345K 0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,252 $338K 0.01% +842 13F-HR/A Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 5,228 $337K 0.02% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 5,182 $334K 0.07% new 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 5,154 $332K 0.06% -709 13F-HR/A Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,000 $322K <0.01% 0 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,965 $320K <0.01% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,875 $314K <0.01% +164 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,836 $311K <0.01% +1,541 13F-HR/A Timeline Group Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 4,655 $300K 0.27% 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 4,500 $290K <0.01% 0 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 4,421 $285K <0.01% -1,055 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,200 $270K <0.01% 0 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 4,200 $270K 0.22% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 4,176 $269K 0.1% 0 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 4,137 $266K 0.12% +74 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,128 $266K <0.01% new 13F-HR Timeline Group D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,028 $259K 0.03% -12 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,998 $257K 0.01% -32 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,974 $256K 0.22% 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 3,965 $255K <0.01% new 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,961 $255K 0.09% -647 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,900 $251K <0.01% +1,751 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 3,754 $242K 0.02% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,713 $239K <0.01% -72 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,695 $238K <0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,602 $232K <0.01% +130 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 3,107 $228K <0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,533 $227K <0.01% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,498 $225K 0.05% -650 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,457 $223K 0.04% -154 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 3,250 $209K 0.18% new 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 3,239 $208K <0.01% -30,350 13F-HR Timeline Group Scientech Research LLC More: the full row for Scientech Research LLC 3,138 $202K 0.13% -2,136 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,000 $193K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,860 $184K <0.01% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 2,714 $175K 0.04% -1,130 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,998 $129K <0.01% -645 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 1,920 $124K <0.01% 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,785 $115K 0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,783 $115K <0.01% +152 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,724 $111K 0.04% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,698 $109K <0.01% +1,332 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,672 $108K <0.01% +22 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,593 $103K <0.01% +4 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 1,420 $91.4K 0.01% new 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,395 $89.8K 0.06% -238 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,244 $80.1K <0.01% -173 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,241 $79.9K <0.01% -32 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,174 $75.7K <0.01% -63 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,142 $73.5K 0.02% +504 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,119 $72K 0.05% +59 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 956 $61.5K <0.01% +371 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 952 $61.3K <0.01% -3 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 685 $44.1K 0.03% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 612 $39.4K <0.01% -77 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 600 $38.6K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 600 $38.6K <0.01% -400 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 589 $37.9K 0.01% +87 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 515 $33.1K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 492 $31.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 443 $28.5K <0.01% +1 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 431 $27.7K <0.01% -241 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 396 $25.5K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 379 $24.4K <0.01% +15 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 372 $23.9K <0.01% +352 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 313 $20.1K <0.01% -95 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 300 $19.3K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 300 $19.3K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 280 $18K <0.01% +212 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 250 $16.1K <0.01% new 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 205 $13K <0.01% -32 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 171 $12.6K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 187 $12K <0.01% +12 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 185 $11.9K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 182 $11.7K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 175 $11.3K <0.01% -39 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 171 $11K <0.01% 0 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) 164 $10.6K <0.01% -1,542 13F-HR Timeline Group Hood River Capital Management LLC More: the full row for Hood River Capital Management LLC 160 $10.3K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 159 $10.2K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 153 $9.85K <0.01% -6 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 141 $9.08K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 128 $8.24K <0.01% 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 123 $7.92K <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 120 $7.72K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 116 $7.46K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 108 $6.95K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 107 $6.89K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 103 $6.63K <0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 100 $6.44K <0.01% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 100 $6.43K <0.01% new 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 99 $6.37K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 84 $5.41K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 76 $4.89K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 72 $4.67K <0.01% +66 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 72 $4.63K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 71 $4.57K <0.01% -13 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 58 $3.73K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 50 $3.22K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 38 $2.45K <0.01% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 36 $2.32K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 35 $2.25K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 32 $2.06K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 32 $2.06K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 31 $2K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 26 $1.67K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 20 $1.29K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 19 $1.22K <0.01% +6 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 15 $966 <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 11 $708 <0.01% 0 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10 $644 <0.01% -7,331 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 8 $515 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 8 $514 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 4 $258 <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3 $194 <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3 $194 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1 $64 <0.01% 0 13F-HR Timeline SPX Gestao de Recursos Ltda in group SPX Gestao de Recursos Ltda More: the full row for SPX Gestao de Recursos Ltda 0 $0 0% -231,172 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.