Scientech Research LLC More: the full row for Scientech Research LLC 6,231 $405K 0.34% -62 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 5,842 $380K 0.16% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,836 $380K 0.06% +72 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 5,447 $354K 0.03% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,141 $334K <0.01% -1,746 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 4,859 $316K <0.01% 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,876 $316K <0.01% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,847 $315K 0.02% -613 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 4,843 $315K <0.01% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,801 $312K <0.01% +1,314 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 4,787 $311K 0.01% +370 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,737 $308K 0.01% -808 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,774 $305K <0.01% new 13F-HR Timeline Group Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 4,684 $305K 0.25% +462 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,665 $303K 0.02% -123 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,568 $297K 0.01% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 4,551 $296K <0.01% -1,497 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,596 $294K <0.01% +165 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,460 $290K 0.01% +306 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 4,434 $288K 0.02% +559 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,406 $287K <0.01% -1,287 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 4,255 $277K <0.01% -24,196 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,190 $273K 0.01% +342 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,184 $272K 0.06% +201 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 4,014 $261K <0.01% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,972 $258K <0.01% +173 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,852 $251K 0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,766 $245K <0.01% +3,428 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,642 $237K 0.08% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,452 $225K <0.01% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 3,429 $220K 0.02% -30 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,296 $214K <0.01% -991 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,106 $202K <0.01% new 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,081 $200K <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,019 $196K 0.02% -1,811 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,546 $166K 0.08% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,505 $163K <0.01% +1,064 13F-HR/A Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,550 $159K 0.01% +39 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,171 $141K <0.01% -3,809 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,750 $114K <0.01% +476 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,400 $91.1K <0.01% -600 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,249 $81.2K <0.01% +702 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,244 $77.8K <0.01% +1,219 13F-HR Timeline Group Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,130 $72.2K 0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 939 $59.7K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 829 $53.9K 0.03% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 824 $53.6K <0.01% +676 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 779 $50.7K <0.01% +450 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 683 $44.4K 0.02% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 599 $39K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 586 $38.1K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 583 $37.9K <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 575 $37.4K 0.01% +293 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 439 $29.4K <0.01% +288 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 369 $24.1K <0.01% +230 13F-HR/A Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 350 $22.8K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 348 $22.3K <0.01% -32 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 342 $22.2K <0.01% +193 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 315 $20.5K <0.01% +189 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 294 $19.5K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 275 $17.9K <0.01% +121 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 262 $16.8K <0.01% 0 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 226 $14.7K 0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 224 $14.6K <0.01% +112 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 215 $14K <0.01% +194 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 211 $13.7K <0.01% +31 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 192 $12.2K <0.01% -798 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 175 $11.4K <0.01% +131 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 171 $11.1K <0.01% +148 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 153 $9.95K <0.01% new 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 118 $7.68K <0.01% -29 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 108 $7.04K <0.01% -204 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 93 $6K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 92 $5.99K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 85 $5.53K <0.01% +72 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 82 $5.33K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 80 $5.2K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 70 $4.55K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 69 $4.49K <0.01% +9 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 56 $3.64K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 51 $3.32K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 50 $3.25K <0.01% +44 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 46 $2.99K <0.01% +11 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 45 $2.93K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 45 $2.93K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 31 $2.02K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 29 $1.89K <0.01% new 13F-HR/A Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 27 $1.76K <0.01% +8 13F-HR/A Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 25 $1.59K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 21 $1.37K <0.01% new 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 20 $1.3K <0.01% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 17 $1.11K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 14 $911 <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 11 $766 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11 $716 <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7 $455 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 6 $391 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 6 $391 <0.01% -3 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5 $325 <0.01% new 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4 $261 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4 $260 <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3 $195 <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2 $130 <0.01% new 13F-HR Timeline