Creative Planning in group Creative Planning More: the full row for Creative Planning 3,670 $432K <0.01% +1,718 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,604 $424K <0.01% -1,209 13F-HR Timeline Group Man Group plc in group Man Group plc More: the full row for Man Group plc 3,524 $415K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,429 $404K <0.01% -550,657 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,369 $397K 0.02% new 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,291 $387K 0.01% -29 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,230 $380K 0.03% -469 13F-HR/A Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,205 $377K 0.24% -30 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,999 $357K 0.02% new 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,020 $356K <0.01% -401 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,009 $354K 0.01% +2,985 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 3,000 $353K 0.01% 0 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 2,994 $352K 0.01% -2,260 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 2,989 $352K 0.02% 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,971 $350K 0.18% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,949 $347K <0.01% -358 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,943 $346K <0.01% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 2,912 $343K <0.01% -237 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,786 $328K 0.14% -146 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,774 $327K 0.01% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,759 $325K 0.03% +267 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 2,704 $318K <0.01% +67 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,697 $317K 0.15% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2,657 $313K <0.01% -446 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,643 $311K 0.01% +2 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 2,592 $305K 0.15% -1 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 2,574 $303K 0.03% 0 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 2,477 $292K 0.07% +1,082 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 2,723 $286K <0.01% +5 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,354 $277K 0.08% new 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 2,300 $271K <0.01% -4,700 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,250 $265K <0.01% +439 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,250 $265K 0.03% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,235 $263K 0.08% +1,244 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,230 $263K 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) 2,159 $253K 0.01% +1,597 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 2,131 $251K <0.01% -1 13F-HR Timeline Group Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 2,100 $247K 0.27% -1,740 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 2,097 $247K 0.01% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,076 $244K 0.1% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,955 $233K 0.01% +70 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,975 $232K 0.02% +894 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,950 $230K 0.03% +92 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,937 $228K <0.01% new 13F-HR/A Timeline Group Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,923 $226K 0.01% -5,534 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,872 $220K <0.01% -1 13F-HR Timeline Group Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 1,809 $214K 0.01% new 13F-HR Timeline Summit Creek Advisors LLC More: the full row for Summit Creek Advisors LLC 1,754 $206K 0.03% +8 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,753 $206K <0.01% -1,744 13F-HR/A Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 1,737 $204K 0.02% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,742 $204K <0.01% -331 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,495 $176K <0.01% +721 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,357 $160K <0.01% +65 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,236 $146K 0.04% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,173 $138K 0.1% new 13F-HR Timeline Montanaro Asset Management Ltd More: the full row for Montanaro Asset Management Ltd 1,170 $138K 0.04% -305 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 974 $115K 0.01% -1,099 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 840 $98.9K <0.01% +65 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 796 $93.7K <0.01% +505 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 787 $93.2K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 742 $87.3K 0.01% -225 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 730 $86.5K 0.01% -51 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 720 $84.7K <0.01% -749 13F-HR Timeline Group Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 631 $74.3K <0.01% -24 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 607 $71.5K <0.01% +116 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 714 $70.9K <0.01% -3,291 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 560 $65.9K <0.01% +98 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 547 $64.4K 0.04% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 497 $58.5K 0.02% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 493 $58K 0.01% +171 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 489 $58K <0.01% -2 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 420 $49K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 403 $47K 0.03% +14 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 389 $45.8K <0.01% +89 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 387 $44.9K <0.01% +252 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 343 $40.4K <0.01% +342 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 332 $39K <0.01% new 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 306 $36K <0.01% +63 13F-HR/A Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 298 $35.1K 0.03% 0 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 277 $32.6K <0.01% -8 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 265 $31.2K 0.01% +155 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 254 $29.9K <0.01% +53 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 217 $25.5K <0.01% +83 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 216 $25.4K <0.01% +76 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 210 $25K <0.01% +49 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 212 $25K 0.01% +140 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 206 $24.2K <0.01% +65 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 200 $23.5K <0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 194 $22.8K <0.01% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 176 $20.7K 0.02% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 175 $20.6K 0.01% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 174 $20K <0.01% -205 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 167 $19.7K <0.01% +19 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 167 $19.7K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 152 $17.9K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 143 $16.8K <0.01% +72 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 143 $16.8K <0.01% +129 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 141 $16.6K 0.01% +18 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 139 $16.4K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 128 $15.1K <0.01% +46 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 120 $14.1K <0.01% -100 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 104 $12.2K <0.01% +4 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 103 $12.2K <0.01% +95 13F-HR/A Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 100 $11.8K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 100 $11.8K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 92 $10.9K <0.01% +64 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 81 $9.54K <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 66 $7.77K <0.01% +46 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 60 $7.06K <0.01% -14 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 55 $6.47K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 52 $6.12K <0.01% -31 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 48 $5.65K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 48 $5.39K <0.01% +9 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 45 $5.3K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 45 $5.3K 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 41 $4.83K <0.01% -790 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 40 $4.71K <0.01% +39 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 40 $4.71K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 35 $4.12K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 35 $4K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 30 $3.53K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 27 $3K <0.01% -11 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 24 $2.83K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 20 $2.35K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 17 $2K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 16 $1.88K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 16 $1.88K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 16 $1.88K <0.01% 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 15 $1.77K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $1.65K <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 13 $1.53K <0.01% +2 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 12 $1.41K <0.01% -5 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 11 $1.29K <0.01% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 11 $1.29K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 11 $1.29K <0.01% +1 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 10 $1.18K <0.01% -17 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9 $1.06K <0.01% -1 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 10 $1K <0.01% +5 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 8 $942 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 7 $825 <0.01% -29 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 7 $825 <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 7 $824 <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6 $686 <0.01% -2 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5 $589 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5 $589 <0.01% -17 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $589 <0.01% +3 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4 $471 <0.01% +1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 4 $471 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3 $354 <0.01% new 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 17 $353 <0.01% +10 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3 $353 <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3 $353 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3 $353 <0.01% +2 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $236 <0.01% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2 $236 <0.01% -4 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2 $235 <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2 $235 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2 $235 <0.01% -143 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1 $118 <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1 $118 <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1 $118 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $118 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $118 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1,200 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.