MBA Advisors LLC More: the full row for MBA Advisors LLC 8,238 $489K 0.19% -380 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,221 $488K <0.01% +20 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,700 $487K 0.03% -1,015 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 7,960 $472K 0.05% -1,485 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 7,679 $456K 0.38% +4,541 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 7,626 $453K 0.28% 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,598 $451K 0.01% -170 13F-HR/A Timeline State of Wyoming More: the full row for State of Wyoming 7,518 $446K 0.05% +40 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 7,493 $445K 0.21% +404 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,438 $441K 0.01% +404 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 7,376 $438K <0.01% +651 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 7,334 $435K <0.01% +2,913 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,310 $434K 0.03% -191 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 7,300 $433K 0.25% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,215 $428K 0.04% -1,552 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,160 $425K 0.01% +60 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 6,991 $415K 0.08% +1,837 13F-HR/A 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 6,896 $409K 0.01% +210 13F-HR Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 6,887 $409K <0.01% +3,648 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,761 $401K 0.15% -476 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 6,696 $397K 0.08% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,589 $391K <0.01% -578 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,572 $390K <0.01% new 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 6,361 $377K <0.01% -2,045 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,894 $368K 0.08% +183 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,988 $355K <0.01% +63 13F-HR Timeline Group LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 5,970 $354K <0.01% 0 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,400 $339K 0.01% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 5,688 $338K 0.13% -200 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,681 $337K <0.01% +845 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,668 $336K 0.01% +10 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,527 $328K 0.01% +4,286 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 5,495 $326K <0.01% 0 13F-HR Timeline Group QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 5,489 $326K 0.56% -3,057 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,489 $326K 0.02% -38 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,480 $325K 0.01% +118 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,318 $316K <0.01% +443 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 5,285 $314K 0.13% +1,148 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,081 $302K <0.01% +116 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,078 $301K <0.01% -1,584 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,000 $297K <0.01% new 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 4,981 $296K <0.01% -271 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 4,825 $286K 0.06% -357 13F-HR Timeline ANB BANK More: the full row for ANB BANK 4,649 $276K 0.11% -3,327 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 4,618 $274K 0.1% +657 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 4,500 $267K <0.01% 0 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,471 $265K 0.01% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,441 $264K 0.21% +467 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,160 $260K <0.01% +260 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 4,276 $255K <0.01% new 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 4,261 $253K 0.06% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,200 $249K <0.01% 0 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 4,200 $249K 0.21% 0 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 4,144 $246K 0.18% 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 4,076 $242K 0.09% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,998 $237K 0.03% -30 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,988 $237K 0.01% -10 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,961 $235K 0.03% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,840 $228K 0.26% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 3,756 $223K 0.02% +2 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,960 $220K 0.04% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,457 $205K 0.04% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,455 $205K 0.02% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,402 $203K <0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,399 $202K <0.01% -134 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,000 $178K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,865 $170K <0.01% +5 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,837 $168K <0.01% +1,165 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,961 $161K <0.01% -17,696 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2,655 $158K 0.07% new 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 2,558 $152K 0.01% -12,549 13F-HR Timeline Hood River Capital Management LLC More: the full row for Hood River Capital Management LLC 2,316 $137K <0.01% +2,156 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,920 $114K <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 1,817 $108K <0.01% -181 13F-HR/A Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,694 $101K <0.01% -89 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,691 $100K <0.01% +98 13F-HR/A Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,480 $87.8K 0.03% +338 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,393 $82.6K <0.01% +149 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 1,382 $82K <0.01% -38 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,353 $80.3K 0.05% -42 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,301 $77.2K <0.01% +870 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,251 $74.3K <0.01% -447 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,174 $69.7K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,152 $68.4K 0.05% +33 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 971 $57.6K <0.01% -289,856 13F-HR/A Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 873 $51.8K 0.02% +284 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 819 $48.6K +632 Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 787 $46.8K <0.01% -169 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 685 $40.6K 0.03% 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) 680 $40.4K <0.01% +516 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 633 $37.6K <0.01% +21 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 470 $27.9K <0.01% +27 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 463 $27.5K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 420 $24.9K <0.01% -72 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 396 $24.7K 0.01% 0 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/ 411 $24.4K <0.01% -104 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 313 $18.6K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 300 $17.8K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 300 $17.8K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 258 $15.3K <0.01% +174 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 250 $14.8K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 185 $11K <0.01% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 187 $11K <0.01% -18 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 184 $10.9K <0.01% -96 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 182 $10.8K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 171 $10.7K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 175 $10.4K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 153 $9.08K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 141 $8.37K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 128 $7.6K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 120 $7.12K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 109 $6.47K <0.01% -263 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 108 $6.41K <0.01% -15 13F-HR Timeline Trust Co More: the full row for Trust Co 107 $6.35K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 72 $4K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 66 $3.92K <0.01% -6 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 53 $3.15K <0.01% +42 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 52 $3.09K <0.01% -6 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 50 $2.97K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 49 $2.91K <0.01% +46 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 36 $2.14K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 35 $2.08K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 34 $2.02K <0.01% +2 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 32 $1.9K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 31 $1.84K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 26 $1.54K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 25 $1.48K <0.01% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 22 $1.3K <0.01% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 21 $1.25K <0.01% +17 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 21 $1.25K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 20 $1.19K <0.01% 0 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 20 $1.19K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 19 $1.13K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 18 $1.07K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 15 $890 <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 15 $890 <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12 $712 <0.01% -59 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 12 $712 <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 8 $476 <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 8 $475 <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 7 $415 <0.01% -1 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 7 $415 <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 6 $349 <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5 $297 <0.01% new 13F-HR/A Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3 $179 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1 $59 <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1 $59 <0.01% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 0 $0 0% -7,313 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.