BetterWealth, LLC More: the full row for BetterWealth, LLC 4,666 $324K 0.07% -21 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 4,590 $319K 0.01% -79 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 4,468 $310K 0.02% -506 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,459 $310K 0.03% new 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 4,411 $306K 0.04% 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,384 $305K 0.09% +466 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 4,326 $300K 0.02% +92 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,319 $300K <0.01% -1,983 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,256 $296K <0.01% -2,448 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 4,231 $294K 0.02% new 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 4,091 $284K <0.01% -40,009 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 4,000 $278K <0.01% 0 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 3,834 $266K <0.01% -7,050 13F-HR/A Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,815 $265K <0.01% -323,152 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 3,743 $263K <0.01% -4,238 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 3,768 $262K 0.01% +357 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 3,749 $260K <0.01% new 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,728 $259K <0.01% -40 13F-HR Timeline Group Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,725 $259K 0.03% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,668 $255K <0.01% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,648 $253K <0.01% +9 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,626 $252K 0.01% -100 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,595 $250K 0.04% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,545 $246K 0.02% -981 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,543 $246K 0.02% +371 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 3,541 $246K 0.01% -26,557 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,435 $239K <0.01% +477 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 3,390 $235K 0.03% new 13F-HR Timeline Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 3,369 $234K <0.01% -14,527 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,368 $234K 0.01% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,355 $233K 0.11% -272 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,340 $232K <0.01% +2,566 13F-HR/A Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,174 $223K <0.01% 0 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 3,144 $218K 0.49% new 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 3,075 $214K 0.02% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,974 $207K <0.01% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,916 $203K <0.01% -3,303 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 2,880 $200K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,671 $186K 0.1% -724 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,650 $184K 0.01% -4,251 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,373 $165K 0.04% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2,263 $157K 0.11% +2 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,248 $156K <0.01% -2,263 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 2,000 $139K <0.01% +200 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,972 $137K <0.01% +1,793 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,648 $114K 0.09% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,589 $110K <0.01% -173 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,493 $104K 0.01% -63 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,456 $101K <0.01% +762 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,439 $100K <0.01% 0 13F-HR Timeline Group Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,256 $88.2K <0.01% 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,128 $78.3K <0.01% new 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 1,107 $76.9K 0.01% -1,530 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,102 $76.5K <0.01% -1,985 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,099 $76.3K <0.01% +57 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,044 $72.5K 0.01% +689 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 907 $63K <0.01% +511 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UMB Bank, n.a. More: the full row for UMB Bank, n.a. 904 $62.8K <0.01% +320 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LRI Investments, LLC More: the full row for LRI Investments, LLC 702 $48.8K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 695 $48.3K <0.01% -201 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 687 $47.7K <0.01% -283 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 636 $44.2K <0.01% -746 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 589 $40.9K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 576 $40K <0.01% +193 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 555 $38.5K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 504 $37K <0.01% -12 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 523 $36K <0.01% -630 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 520 $36K <0.01% +151 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 484 $33.9K 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 469 $32.6K <0.01% +217 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 466 $32.4K <0.01% -2,277 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 442 $30.7K 0.01% -857 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 405 $28.1K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 402 $27.9K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 385 $26.7K <0.01% -309 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 354 $24.6K <0.01% -102 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 352 $24.4K <0.01% +290 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 350 $24.3K 0.01% +57 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 330 $22.9K <0.01% +207 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 300 $20.8K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 291 $20.2K <0.01% +227 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 269 $18.9K <0.01% +91 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 263 $18.3K 0.01% -205 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 260 $17.4K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 227 $15.8K <0.01% +169 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 220 $15.3K <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 219 $15.2K <0.01% +10 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 170 $11.8K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 138 $9.59K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 136 $9.45K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 134 $9.31K <0.01% +52 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 129 $8.96K 0.01% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 120 $8.34K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 109 $7.57K <0.01% +6 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 105 $7.29K <0.01% -8 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 101 $7K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 96 $6.67K <0.01% +85 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 87 $6.04K <0.01% -177 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 90 $6K <0.01% -2 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 86 $5.97K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 84 $5.83K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 72 $5K <0.01% +2 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 67 $4.7K <0.01% 0 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 65 $4.51K <0.01% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 54 $4.31K <0.01% 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 62 $4.31K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 58 $4.03K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 63 $4K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 55 $3.79K <0.01% +2 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 48 $3.33K <0.01% -23 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 48 $3.33K <0.01% +14 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 44 $3.06K <0.01% +3 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 40 $2.8K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 35 $2.43K <0.01% +6 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 33 $2.29K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 33 $2.29K <0.01% +30 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 32 $2.22K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 31 $2.15K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 30 $2.08K <0.01% +20 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 42 $2K <0.01% -14 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 27 $1.88K <0.01% -1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 26 $1.81K <0.01% -6 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 24 $1.69K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 24 $1.67K <0.01% +23 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 21 $1.46K <0.01% +7 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 21 $1.46K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 21 $1.46K <0.01% +17 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 19 $1.32K <0.01% +18 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 18 $1.25K <0.01% -1 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 17 $1.18K <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 16 $1.11K <0.01% +7 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 16 $1.11K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 18 $1K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 13 $903 <0.01% -5 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 10 $695 <0.01% -5 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 10 $695 <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 9 $626 <0.01% +2 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 9 $625 <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 8 $590 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8 $556 <0.01% +7 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 7 $486 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $416 <0.01% +5 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 5 $347 <0.01% -116 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3 $209 <0.01% +2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $209 <0.01% +2 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2 $106 <0.01% -33 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $72 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $69 <0.01% -13 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1 $69 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $69 <0.01% -34 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1 $69 <0.01% 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 0 $6 <0.01% 13F-HR Timeline Amount filed as zero, left out of ratios.