Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 18,674 $158K <0.01% -12,861 13F-HR/A Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 18,664 $158K 0.02% -1,404 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 17,927 $153K <0.01% +6,831 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 18,000 $153K 0.12% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 17,728 $150K 0.01% -1,054 13F-HR/A Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 16,927 $144K <0.01% -55 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 16,494 $140K 0.01% +2,596 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 16,284 $138K <0.01% -5,577 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 16,284 $138K 0.01% -1,792 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 16,018 $136K 0.02% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 16,014 $136K <0.01% +5,953 13F-HR/A Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 15,873 $135K 0.01% -88,910 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 15,454 $131K 0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 15,443 $131K 0.01% -1,885 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 15,100 $128K <0.01% +148 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 15,000 $127K 0.02% -12,000 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 14,760 $125K <0.01% 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 14,614 $124K 0.02% +4,182 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 14,235 $121K 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 14,133 $120K 0.01% +2,651 13F-HR Timeline Group International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 14,132 $120K 0.1% +3,792 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 14,057 $119K 0.03% 0 13F-HR/A Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 14,025 $119K 0.02% +1,848 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 14,006 $119K <0.01% new 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 13,622 $116K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13,486 $114K <0.01% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 13,419 $114K 0.04% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 13,217 $112K <0.01% +234 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 13,207 $112K 0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 12,789 $108K <0.01% +328 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 12,354 $105K 0.03% +154 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 12,251 $104K 0.05% -208 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 12,135 $103K <0.01% new 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 11,819 $100K <0.01% -853 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 11,620 $98.5K <0.01% -5,963 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 11,575 $98.2K 0.02% -117 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 11,526 $97.7K 0.01% -3,339 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,576 $97.7K <0.01% +3,219 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 11,518 $97.7K 0.05% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 11,516 $97.7K 0.03% +557 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 11,480 $97.3K 0.05% new 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 11,460 $97.2K 0.05% 0 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 11,452 $97.1K 0.01% -1,624 13F-HR/A Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 11,442 $97K 0.01% -3,000 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 11,179 $94.8K 0.01% new 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/ 11,111 $94.1K <0.01% +4,586 13F-HR/A Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,141 $94K <0.01% 0 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 11,034 $93.6K 0.02% -4,859 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 10,975 $93.1K 0.02% +2,403 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 10,861 $92.1K 0.01% -748 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 10,836 $91.9K 0.05% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,624 $90.1K <0.01% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 10,605 $89.9K 0.01% new 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 10,561 $89.6K 0.05% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10,276 $87.1K 0.05% +4,330 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 11,034 $85.6K 0.06% -169 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,078 $85.5K 0.01% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 10,026 $85K 0.08% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 10,000 $84.8K <0.01% -23,000 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8,708 $74K <0.01% +7,469 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8,526 $72.3K <0.01% -1,245 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,425 $71.1K 0.01% +3,406 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 8,339 $70.7K 0.01% -105 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,769 $66K <0.01% -668 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 7,232 $61.3K <0.01% +4,036 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 6,552 $55.6K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 6,235 $52.9K <0.01% +4,995 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,796 $40.7K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,603 $39K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,569 $38.7K 0.01% +548 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 4,350 $36.9K 0.03% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 4,249 $36K <0.01% new 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,232 $35.9K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,646 $30.9K <0.01% +926 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,500 $29.7K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,397 $28.8K <0.01% +402 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,096 $26.3K <0.01% -444 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,756 $23K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,603 $22.1K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 2,261 $19.2K <0.01% +2,171 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,250 $19.1K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,000 $17K <0.01% 0 13F-HR/A Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 1,994 $16.9K 0.02% 0 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,900 $16.1K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,800 $15.3K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,767 $15K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,632 $13.8K <0.01% +912 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,606 $13.6K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,520 $12.9K 0.01% -200 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,502 $12.7K <0.01% +1,465 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 1,500 $12.7K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,494 $12.7K <0.01% -64 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,288 $10.9K <0.01% new 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,361 $10.4K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,199 $10.2K <0.01% +423 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,029 $8.73K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,000 $8.48K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 963 $8.17K <0.01% +961 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 942 $7.99K <0.01% -1,286 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 923 $7.83K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 910 $7.72K <0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 894 $7.58K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 883 $7.49K 0.01% +358 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 799 $6.82K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 732 $6K <0.01% -274 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 647 $5.49K <0.01% -754 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 643 $5.46K <0.01% +623 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 613 $5.2K <0.01% -11,843 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 592 $5.06K <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 476 $4.07K <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 473 $4.01K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 527 $4K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 524 $4K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 437 $3.71K <0.01% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 399 $3.38K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 328 $2.78K <0.01% +2 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 281 $2.38K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 267 $2.26K <0.01% -1,053 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 239 $2.03K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 274 $2.02K <0.01% +75 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 229 $1.94K <0.01% +157 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 200 $1.7K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 200 $1.49K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 175 $1.48K <0.01% +99 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 175 $1.48K <0.01% -7 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 173 $1.47K <0.01% +54 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 150 $1.27K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 148 $1.25K <0.01% -7 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 137 $1.16K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 134 $1.14K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 132 $1.12K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 127 $1.08K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 106 $899 <0.01% -331 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 106 $899 <0.01% -3,190 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 100 $858 <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 100 $848 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 96 $814 <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 75 $636 <0.01% +66 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 73 $619 <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 67 $568 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 62 $526 <0.01% -2 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 60 $509 <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 57 $483 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 55 $466 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 54 $458 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 54 $458 <0.01% -20 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 33 $282 <0.01% +19 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 20 $170 <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10 $85 <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1 $11 <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1 $8 <0.01% new 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.