MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 18,625 $92.9K <0.01% +689 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,503 $92.3K <0.01% +12,271 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 18,453 $92.1K <0.01% 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 18,444 $92K <0.01% +5,080 13F-HR/A Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 17,862 $89.1K <0.01% +568 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 17,769 $88.7K 0.01% -20,229 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 16,603 $82.8K 0.01% +1,108 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 16,513 $82.4K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 16,198 $82.1K <0.01% +361 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 16,373 $81.7K 0.01% +6,310 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 16,000 $79.8K 0.02% +4,000 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 15,920 $79.4K <0.01% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 15,795 $78.8K 0.03% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 15,574 $77.7K <0.01% new 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 18,000 $76.9K 0.01% +7,500 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,303 $76.4K <0.01% +27 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 15,300 $76.3K <0.01% +1,735 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 15,146 $75.6K <0.01% -20,000 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 15,000 $74.8K <0.01% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 14,559 $72.6K 0.01% -51,024 13F-HR Timeline BRITISH COLUMBIA INVESTMENT MANAGEMENT … More: the full row for BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 14,500 $72.4K <0.01% -1,421,100 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 14,490 $72.3K <0.01% -728 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 14,449 $72.1K 0.03% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 14,243 $71K <0.01% +3,605 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 14,095 $70.3K 0.01% new 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 13,627 $68K 0.07% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 13,486 $67.3K <0.01% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 13,159 $65.7K <0.01% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 13,075 $65.2K <0.01% +329 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,916 $64.5K <0.01% -5,822 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,622 $63K <0.01% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 12,382 $61.8K <0.01% +2,149 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 12,061 $60.2K <0.01% -35 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 12,000 $59.9K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 11,884 $59.3K 0.03% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 11,760 $58.7K 0.01% -221 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,628 $58K <0.01% new 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 11,622 $58K 0.01% 0 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 11,549 $57.6K 0.01% +1,292 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 11,400 $56.9K 0.02% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 11,200 $55.9K <0.01% new 13F-HR Timeline Group SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 11,000 $54.9K <0.01% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,940 $54.6K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 10,662 $53.2K 0.01% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 10,404 $51.9K 0.01% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 10,350 $51.6K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 10,057 $50.2K <0.01% +1,972 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,045 $50.1K <0.01% -702 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 10,041 $50.1K <0.01% new 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,004 $49.9K <0.01% +3,500 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 10,000 $49.9K 0.02% 0 13F-HR/A Timeline Activest Wealth Management More: the full row for Activest Wealth Management 9,850 $49.2K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,806 $48.9K <0.01% -577 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,516 $42.5K <0.01% +3,414 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,525 $37.5K <0.01% +4,225 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,522 $37.5K <0.01% +6,484 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 7,000 $34.9K 0.03% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,973 $34.8K <0.01% -5,900 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,479 $32.3K <0.01% +2,543 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,432 $32.1K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,107 $30.5K <0.01% +4,601 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,441 $27.2K <0.01% -21 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 5,000 $24.9K 0.02% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 5,000 $24.9K 0.02% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,618 $23K <0.01% -360 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 4,587 $23K 0.02% 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 4,500 $22.5K 0.03% -15,000 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 4,100 $20.5K 0.01% new 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 3,768 $18.8K 0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,268 $16.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3,000 $15K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,792 $13.9K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,500 $12.5K <0.01% +1,600 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,346 $12K <0.01% +1,685 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,036 $10.2K <0.01% -32,043 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,000 $9.98K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,000 $9.98K <0.01% +1,000 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,000 $9.98K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,854 $9.44K <0.01% +720 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,884 $9.4K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,600 $7.98K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,500 $7.49K <0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,500 $7.49K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,428 $7.13K <0.01% -2,990 13F-HR/A Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,389 $6.93K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,300 $6.49K <0.01% +1,200 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,290 $6.43K <0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,189 $5.93K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,097 $5.47K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,000 $4.99K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,000 $4.99K <0.01% -62 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,000 $4.99K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 814 $4.06K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 795 $3.97K <0.01% -1,012 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 750 $3.74K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 673 $3.36K <0.01% +470 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 664 $3.31K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 647 $3.23K <0.01% +609 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 635 $3.17K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 604 $3.01K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 582 $2.9K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 510 $2.54K <0.01% +208 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 500 $2.5K <0.01% 0 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) 492 $2.46K <0.01% -7,478 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 487 $2.43K <0.01% -360 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 484 $2.42K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 467 $2.33K <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. 410 $2.05K <0.01% -3,471 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 479 $2K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 375 $1.87K <0.01% +150 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 350 $1.75K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 327 $1.63K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 300 $1.5K <0.01% 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 294 $1.47K <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 292 $1.46K <0.01% +168 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 320 $1.31K <0.01% +26 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 237 $1.18K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 235 $1.06K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 213 $1.06K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 211 $1.05K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 208 $1.04K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 205 $1.02K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 202 $1.01K <0.01% +65 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 200 $998 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 190 $948 <0.01% 13F-HR/A Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 188 $939 <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 172 $858 <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 162 $809 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 158 $788 <0.01% +8 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 154 $769 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 151 $753 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 148 $648 <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 147 $628 <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 105 $524 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 73 $364 <0.01% -11,075 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 68 $339 <0.01% 0 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 50 $250 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 41 $205 <0.01% +13 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 33 $165 <0.01% new 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 25 $125 <0.01% -209 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 24 $120 <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 21 $105 <0.01% new 13F-HR Timeline Group Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 100 $46 <0.01% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 1 $5 <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 81 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.