OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,188 $263K <0.01% -998 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 5,175 $263K <0.01% -134 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,070 $257K 0.01% +506 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 5,060 $257K 0.01% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,021 $255K <0.01% +46 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 4,898 $249K 0.16% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,862 $247K <0.01% +964 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,849 $246K <0.01% +4,549 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,771 $242K <0.01% -17 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,708 $240K 0.01% +53 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,703 $239K 0.02% -126 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,696 $238K <0.01% -1,615 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,687 $238K <0.01% +1,079 13F-HR Timeline Group Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 4,608 $234K 0.38% 0 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 4,597 $233K <0.01% new 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,551 $231K <0.01% -15 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,355 $221K 0.07% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,325 $220K <0.01% -185 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,309 $219K 0.01% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,295 $218K <0.01% -110 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,278 $217K 0.03% -32 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 4,559 $215K 0.08% 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,225 $215K 0.01% +82 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 4,157 $211K 0.01% 0 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,077 $208K 0.17% -280 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,952 $201K 0.02% -1,861 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,714 $189K <0.01% +1,199 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 3,489 $177K <0.01% -10,250 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,410 $173K 0.01% -106 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/ 3,325 $169K <0.01% -73,629 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,003 $157K 0.01% +1,931 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,000 $152K 0.01% -13,367 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,970 $151K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,841 $144K <0.01% +1,311 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,826 $143K 0.01% new 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 2,753 $140K <0.01% +157 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,750 $140K <0.01% -66 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,784 $135K 0.02% -2 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,565 $130K <0.01% +33 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,509 $127K 0.02% +703 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,499 $127K 0.01% -4 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 2,450 $124K <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,871 $95K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,793 $91.1K <0.01% +9 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,676 $85.1K <0.01% -409 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,597 $81.1K <0.01% -52 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,300 $66K <0.01% 0 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,289 $65.4K 0.02% +3 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,209 $61.4K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,135 $57.6K -3,000 Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 818 $41.5K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 792 $40.2K 0.01% +14 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 750 $38.1K 0.03% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 721 $36.6K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 721 $36.6K <0.01% -217 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 710 $36.1K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 692 $35.1K <0.01% -597 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 635 $32.2K 0.01% +5 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 617 $31.3K <0.01% +34 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 588 $29.9K <0.01% -6 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 550 $27.9K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 544 $27.6K 0.01% -17 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 529 $27.1K <0.01% -20 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 529 $26.9K <0.01% 0 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 510 $25.9K <0.01% new 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 496 $25.2K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 492 $25K 0.02% +23 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 487 $24.7K <0.01% +100 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 483 $24.5K 0.01% +128 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 470 $23.9K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 470 $23.9K 0.01% -865 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 456 $23.2K <0.01% -7 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 431 $21.9K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 390 $19.8K <0.01% +328 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 351 $17K <0.01% +10 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 329 $16.8K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 324 $16K 0.01% -192 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 277 $14.1K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 272 $13.8K <0.01% +264 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 271 $13.8K <0.01% -12 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 260 $13.2K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 250 $12.7K <0.01% +7 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 235 $11.9K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 230 $11.8K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 217 $11K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 206 $10.5K <0.01% +7 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 178 $9.04K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 170 $8.63K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 161 $8.18K <0.01% 0 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 158 $8.02K <0.01% -631 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 150 $7.62K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 139 $7.06K 0.01% -77 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 129 $6.55K <0.01% +12 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 127 $6.45K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 117 $5.94K <0.01% 0 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 99 $5.03K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 94 $4.75K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 90 $4.57K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 90 $4.57K <0.01% +28 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 88 $4.47K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 78 $3.96K <0.01% -238 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 78 $3.96K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 70 $3.56K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 69 $3.5K <0.01% -18 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 61 $3.25K <0.01% -1 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 57 $2.89K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 56 $2.84K <0.01% +2 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 52 $2.64K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 52 $2.64K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 50 $2.54K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 44 $2.23K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 44 $2.23K <0.01% -78 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 45 $2.22K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 46 $2.05K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 40 $2.03K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 57 $2K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 34 $1.73K <0.01% +33 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 34 $1.73K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 30 $1.52K <0.01% +6 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 30 $1.52K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 29 $1.47K <0.01% +5 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 28 $1.42K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 27 $1.37K <0.01% +5 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 24 $1.22K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 23 $1.17K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 21 $1.07K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 37 $1K <0.01% -9 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 20 $998 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 19 $965 <0.01% -3 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 18 $914 <0.01% -236 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 18 $914 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 17 $863 <0.01% -1 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 15 $762 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 13 $661 <0.01% -4 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 13 $641 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 8 $407 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8 $406 <0.01% new 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 8 $406 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7 $355 <0.01% -9 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 7 $355 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 7 $355 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 3 $153 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2 $102 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1 $49 <0.01% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 11 $0 0% -3 13F-HR/A Timeline Value filed as zero, left out of ratios.