Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 9,148 $267K 0.01% -6,948 13F-HR Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 8,884 $260K 0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,721 $255K 0.02% +566 13F-HR/A Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,300 $242K 0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 8,058 $235K 0.01% -1,361 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 7,813 $228K <0.01% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 7,712 $225K <0.01% -2,716 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 7,691 $225K 0.03% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 7,406 $216K <0.01% 0 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 7,000 $211K 0.13% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 7,217 $211K <0.01% -207 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 7,180 $210K 0.01% new 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 6,953 $203K 0.18% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 6,700 $196K 0.07% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,056 $177K <0.01% -63 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 6,016 $176K <0.01% -7 13F-HR Timeline Group Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 4,916 $144K <0.01% +4,856 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 4,276 $125K <0.01% -622 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 4,258 $124K 0.03% -2,502 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 4,200 $123K 0.05% +4,000 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,095 $90.4K <0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,900 $84.7K <0.01% -4,026 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 2,653 $77K 0.05% +438 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,581 $75K <0.01% +307 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,196 $64.1K <0.01% -29,879 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,045 $59.7K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,986 $58K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,864 $54.4K <0.01% +839 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,819 $53.3K 0.01% +292 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,350 $39.4K <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 1,491 $39.3K <0.01% new 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 1,330 $38.8K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,140 $33.3K <0.01% +133 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 900 $26.3K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 796 $23.8K <0.01% +445 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 795 $23K <0.01% +172 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 785 $22.9K <0.01% -51,515 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 779 $22.8K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 727 $21.2K <0.01% -443 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 709 $20.7K <0.01% +700 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 752 $20.6K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 590 $17.2K <0.01% +14 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 600 $17K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 580 $16.9K <0.01% +91 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 558 $16.3K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 545 $15.9K <0.01% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 504 $15K <0.01% -462 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 498 $15K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 470 $13.7K <0.01% +157 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avion Wealth More: the full row for Avion Wealth 500 $13K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 445 $13K <0.01% -105 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 439 $12.8K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 401 $12K <0.01% +348 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 405 $11.8K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 380 $11K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 331 $9.67K <0.01% -86 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 319 $9.32K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 293 $8.56K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 261 $7.62K <0.01% +8 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 260 $7.59K <0.01% -100 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 247 $7.21K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 238 $6.95K <0.01% +6 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 205 $5.99K <0.01% -3,935 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 166 $4.85K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 165 $4.82K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 163 $4.76K <0.01% +17 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 150 $4.49K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 152 $4.44K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 127 $3.71K <0.01% -14 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 120 $3.59K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 113 $3.3K <0.01% +100 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 100 $2.92K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 84 $2.45K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 77 $2.25K <0.01% +52 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 74 $2.16K <0.01% -110 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 58 $1.7K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 57 $1.67K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 55 $1.61K <0.01% -8 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 50 $1.46K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 49 $1.43K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 45 $1.31K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 36 $1.05K <0.01% +18 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 36 $1.05K <0.01% -5,946 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 26 $759 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 18 $526 <0.01% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 17 $495 <0.01% new 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 11 $322 <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3 $88 <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3 $88 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2 $59 <0.01% +1 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 26 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. 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.