Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 6,883 $272K <0.01% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,409 $270K 0.02% +700 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 6,792 $268K 0.15% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,779 $267K <0.01% +5,283 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 6,745 $266K 0.04% +391 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 6,674 $263K <0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,667 $263K 0.03% +114 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 6,650 $262K 0.02% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 6,529 $258K 0.01% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 6,500 $256K 0.04% -39,000 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 6,486 $256K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,432 $254K 0.01% +10 13F-HR/A Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,158 $243K 0.01% -1,160 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 6,000 $237K <0.01% 0 13F-HR Timeline Group BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 5,980 $236K <0.01% -2,500 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,970 $236K 0.01% +130 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,919 $234K <0.01% +61 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,823 $230K 0.04% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 5,571 $229K 0.1% 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 5,700 $225K <0.01% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 5,679 $224K 0.36% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 5,589 $220K 0.04% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,583 $220K <0.01% -401 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,566 $220K <0.01% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 5,508 $217K 0.01% -368 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 5,506 $217K 0.11% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,493 $217K 0.01% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 5,460 $215K 0.05% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 5,420 $214K 0.06% new 13F-HR Timeline Group POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 5,336 $211K 0.18% -1,009 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 5,284 $208K 0.03% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,240 $207K <0.01% +1,179 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 5,181 $204K 0.15% -788 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 5,158 $203K 0.03% new 13F-HR Timeline ANB BANK More: the full row for ANB BANK 5,125 $202K 0.08% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,093 $201K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,004 $197K <0.01% -445 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 4,812 $190K 0.03% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,661 $184K <0.01% +1,967 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 4,493 $177K 0.1% +716 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4,138 $163K 0.05% +1,890 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 3,870 $153K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,776 $149K <0.01% +115 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,294 $130K 0.01% +635 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,881 $114K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,769 $109K <0.01% +2,470 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,604 $103K <0.01% +16 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,546 $100K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAI Capital Management More: the full row for MAI Capital Management 2,483 $98K <0.01% +2,015 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,397 $94.6K <0.01% -1,151 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,356 $92.9K 0.04% -32,107 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,247 $88.6K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,200 $86.8K <0.01% new 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,196 $86.6K <0.01% -412 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,886 $74.4K 0.02% -878 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,774 $70K 0.01% new 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 1,711 $67.5K 0.02% 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,652 $65.2K <0.01% -114 13F-HR/A Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,424 $56.8K <0.01% +209 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,400 $55.2K 0.06% -114 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,370 $54K 0.01% -1,100 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 1,331 $52.5K <0.01% -1,347 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,294 $51K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,239 $48.9K 0.01% +1,024 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,195 $47.1K <0.01% +909 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,126 $44.4K 0.03% -25 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,052 $41.5K 0.02% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 808 $31.9K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 727 $28K <0.01% +60 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 694 $27K <0.01% -4 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 669 $26.4K <0.01% +657 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 632 $24.9K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 580 $22.9K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 548 $21.6K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 535 $21K <0.01% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 495 $19.5K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 475 $18.7K <0.01% -42 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 473 $18.7K <0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 424 $16.7K <0.01% -17 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 407 $16.1K <0.01% +243 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 384 $15.1K <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 334 $13.2K <0.01% new 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 326 $12.9K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 325 $12.8K <0.01% new 13F-HR Timeline Group Pier Capital, LLC More: the full row for Pier Capital, LLC 324 $12.8K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 320 $12.6K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 312 $12.3K <0.01% +278 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 310 $12.2K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 300 $11.8K 0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 292 $11.5K 0.01% -58 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 278 $11K <0.01% +93 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 274 $10.8K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 262 $10.3K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 241 $9.51K <0.01% +78 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 232 $9.08K <0.01% -107 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 228 $9K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 213 $8.4K <0.01% -214 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 213 $8.4K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 202 $7.97K <0.01% -10 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 200 $7.89K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 200 $7.89K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 186 $7.34K <0.01% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 183 $7.22K <0.01% -1,414 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 180 $7.1K <0.01% +45 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 174 $6.86K <0.01% +16 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 147 $5.8K <0.01% -92 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 143 $5.64K <0.01% +20 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 117 $4.62K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 115 $4.54K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 113 $4.46K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 108 $4.26K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 108 $4.22K <0.01% new 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 96 $3.79K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 102 $3.75K <0.01% -1 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 78 $3.08K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 80 $3K <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 77 $3K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 76 $3K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 72 $2.84K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 58 $2.29K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 58 $2.29K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 47 $2K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 44 $1.74K <0.01% new 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 42 $1.66K <0.01% +16 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 36 $1.42K <0.01% +10 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 36 $1.42K <0.01% -29 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 34 $1.34K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 32 $1.26K <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 32 $1.26K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 32 $1.26K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 31 $1.22K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 29 $1.14K <0.01% +7 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 28 $1.11K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 25 $986 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 24 $947 <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 24 $947 <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 23 $907 <0.01% -7,212 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 23 $907 <0.01% -1,245 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 21 $829 <0.01% 0 13F-HR Timeline Group Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 21 $828 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 16 $631 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 15 $592 <0.01% -3 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 15 $592 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 14 $553 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1 $518 <0.01% -35 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12 $473 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 9 $356 <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 9 $355 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $198 <0.01% -1 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2 $79 <0.01% new 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2 $79 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $40 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 12 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.