Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,077 $317K 0.01% -52,288 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,367 $316K 0.01% +319 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 6,061 $316K 0.17% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 6,022 $314K 0.09% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 6,021 $314K 0.08% +4,740 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,011 $313K <0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,816 $303K <0.01% +142 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,486 $286K 0.01% -1,111 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,476 $285K 0.01% +401 13F-HR Timeline Holocene Advisors, LP More: the full row for Holocene Advisors, LP 5,467 $285K <0.01% -183,967 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,359 $279K <0.01% +925 13F-HR Timeline Group Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 5,312 $277K <0.01% -1,845 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,217 $272K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,192 $270K <0.01% +20 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 5,183 $270K 0.01% +14 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 5,141 $268K 0.04% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,960 $258K <0.01% -41 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,929 $257K <0.01% +525 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,890 $255K <0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,851 $253K <0.01% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 4,810 $251K 0.01% -4,815 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 4,725 $246K 0.01% new 13F-HR Timeline Group Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 4,608 $240K 0.7% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,604 $240K <0.01% +111 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,582 $239K 0.03% +548 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,575 $238K 0.05% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,509 $235K <0.01% -100 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,440 $231K <0.01% new 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 4,418 $230K 0.02% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,397 $229K 0.01% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,387 $229K <0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,371 $228K 0.01% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 4,303 $224K 0.03% +578 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,301 $224K 0.03% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,229 $220K <0.01% +2,275 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,135 $215K -243 Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,117 $214K 0.02% -273 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,574 $212K 0.22% -19 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,064 $212K 0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,539 $211K 0.01% +353 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,021 $209K 0.03% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,914 $204K <0.01% -1,289 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,859 $201K <0.01% new 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,617 $188K 0.01% -96 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,828 $187K 0.04% +535 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,513 $183K 0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,430 $179K 0.04% +595 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,214 $167K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,907 $151K <0.01% -299 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,904 $151K 0.01% +148 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,927 $151K <0.01% +159 13F-HR/A Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 2,898 $151K <0.01% +206 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 2,797 $146K 0.02% +59 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 2,726 $145K <0.01% +847 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,502 $130K 0.02% +2,428 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 2,450 $128K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 882 $114K <0.01% +424 13F-HR Timeline Amount filed as zero, left out of ratios. Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,114 $110K <0.01% -345 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 2,000 $104K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,878 $97.8K <0.01% +189 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,879 $97.1K 0.01% +172 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,806 $94.1K 0.01% -250 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,649 $85.9K 0.01% 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,545 $80K 0.04% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,386 $72.2K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,300 $67.7K 0.03% -260 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,288 $67K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,209 $63K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,160 $60.6K <0.01% -47 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,048 $54.6K <0.01% -4,056 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 982 $51.2K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 972 $50.6K <0.01% +129 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 912 $47.5K <0.01% -1,666 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 850 $44K <0.01% +172 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 790 $41.2K <0.01% -687 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 680 $35.4K <0.01% +662 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 659 $34.3K 0.01% +127 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 630 $32.8K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 614 $32K <0.01% -14 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 600 $31.3K <0.01% -199 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 572 $29.8K <0.01% +47 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 544 $28.3K <0.01% +27 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 543 $28.3K <0.01% +61 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 519 $27K 0.03% +9 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 496 $25.8K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 490 $25K 0.02% +51 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 470 $24.5K 0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 469 $24.4K <0.01% +376 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 440 $22.9K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 439 $22.9K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 435 $22.7K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 338 $19K 0.01% -34 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 309 $16K <0.01% +133 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 296 $15.4K <0.01% +250 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 277 $14.4K <0.01% -32 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 260 $13.5K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 235 $12.2K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 221 $12K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 217 $11.3K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 203 $10.6K <0.01% +103 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 178 $9.27K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 176 $9.17K <0.01% -390 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 161 $8.39K <0.01% -103 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 154 $8.02K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 150 $7.81K <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 145 $7.55K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 142 $7.4K 0.01% -4 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 127 $6.62K <0.01% -9 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 123 $6.41K 0.03% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 100 $5.21K <0.01% +93 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 96 $5K <0.01% +46 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 94 $4.88K <0.01% -50 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 90 $4.69K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 88 $4.58K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 87 $4.52K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 85 $4.43K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 81 $4.22K <0.01% +67 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 80 $4.17K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 70 $3.65K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 67 $3.49K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 67 $3.49K <0.01% new 13F-HR Timeline Group Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 64 $3.33K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 63 $3.28K <0.01% -1 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 71 $3.12K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 62 $3.1K <0.01% +7 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 70 $3K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 65 $3K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 56 $2.93K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 55 $2.87K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 54 $2.81K <0.01% new 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 46 $2.4K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 42 $2.19K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 38 $1.98K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 37 $1.93K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 30 $1.56K <0.01% 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 28 $1.46K <0.01% -1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 23 $1.2K <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 20 $1.04K <0.01% +5 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 20 $1.02K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 30 $1K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 18 $938 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 18 $938 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 17 $886 <0.01% -6 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 17 $886 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 16 $834 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 16 $833 <0.01% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 15 $782 <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 14 $729 <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 12 $626 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 12 $625 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11 $573 <0.01% +5 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 11 $573 <0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10 $521 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 10 $521 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $397 <0.01% +2 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 7 $364 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $260 <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 3 $157 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2 $105 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.