Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 20,699 $60.6K <0.01% new 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 20,155 $59.1K <0.01% +9,377 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 19,873 $58.2K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 19,517 $57.2K <0.01% +1,029 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 19,299 $56.5K 0.01% +1,316 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 18,627 $54.6K <0.01% +5,279 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 18,072 $53K 0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 17,976 $52.7K <0.01% +3,439 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 17,961 $52.6K <0.01% +126 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 17,208 $50.4K <0.01% 0 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 16,185 $47.4K <0.01% -3,081 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 16,465 $47.4K <0.01% -67,853 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 16,000 $46.9K 0.01% +13,750 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 15,754 $46.2K <0.01% -11,485 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 15,033 $46.2K 0.02% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 15,620 $45.8K <0.01% -96,985 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 15,595 $45.7K <0.01% +3,485 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 15,101 $44.2K 0.01% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 15,053 $44.1K <0.01% -6,902 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 14,930 $43.7K <0.01% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 14,474 $42.4K <0.01% -64,344 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 14,181 $41.7K <0.01% -2,766 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 14,113 $41.4K <0.01% new 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 13,774 $40.4K <0.01% new 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 13,685 $40.1K <0.01% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 13,612 $39.9K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,440 $39.4K <0.01% +13,260 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 13,364 $39.2K <0.01% +9,750 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 13,281 $38.9K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 13,266 $38.9K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 13,136 $38.5K <0.01% +6,451 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 12,926 $37.9K <0.01% -78,680 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 12,901 $37.8K <0.01% new 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,834 $37.6K <0.01% new 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 12,701 $37.2K <0.01% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 12,486 $36.5K <0.01% new 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 12,291 $36K <0.01% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 12,283 $36K 0.01% -6,080 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 12,086 $35.4K <0.01% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 12,000 $35.2K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 11,946 $35K <0.01% -9,165 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 11,386 $33.4K <0.01% new 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 5,493 $33K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,142 $32.6K <0.01% -1,515 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,088 $32.5K <0.01% -1,005 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 10,969 $32.1K 0.01% -257 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 10,924 $32K <0.01% -3,389 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 10,229 $30K <0.01% -18,592 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 10,011 $29K 0.02% +8,272 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 9,973 $29K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,473 $24.8K <0.01% -995 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 8,326 $24.4K <0.01% +73 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 6,260 $18.3K <0.01% -73,090 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 6,200 $18.2K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 6,034 $17.7K <0.01% +5,797 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 5,691 $16.6K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,279 $15.5K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 5,070 $14.9K 0.01% -38,770 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 5,000 $14.7K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,963 $14.5K <0.01% -3,740 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,557 $13.4K <0.01% -16,449 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 4,539 $13.3K <0.01% 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,686 $10.8K <0.01% -4,833 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,926 $8.57K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,854 $8.36K <0.01% new 13F-HR/A Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 2,180 $6.39K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,055 $6.02K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,053 $6.01K <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,780 $5.22K <0.01% -4,133 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,770 $5.18K <0.01% +1,052 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,674 $4.91K <0.01% -2,684 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,637 $4.8K <0.01% -1,005 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,536 $4.5K <0.01% +891 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,148 $3.36K <0.01% new 13F-HR/A Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 890 $2.61K <0.01% -977 13F-HR Timeline Quarry LP More: the full row for Quarry LP 865 $2.53K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 824 $2.38K <0.01% -63 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 774 $2.27K <0.01% -8,173 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 700 $2.05K <0.01% new 13F-HR Timeline Group Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 636 $1.86K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 572 $1.68K <0.01% +516 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 498 $1.46K <0.01% -209 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 483 $1.42K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 445 $1.3K <0.01% +138 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 408 $1.2K <0.01% -478 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 378 $1.1K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 356 $1.04K <0.01% -645 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 300 $849 <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 241 $706 <0.01% -222 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 217 $636 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 181 $530 <0.01% +138 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 173 $507 <0.01% -220 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 173 $507 <0.01% new 13F-HR/A Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 147 $431 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 143 $419 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 136 $398 <0.01% +31 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 134 $393 <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 110 $322 <0.01% -130 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 108 $317 <0.01% -924 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 100 $293 <0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 100 $293 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 97 $284 <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 84 $246 <0.01% +20 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 68 $199 <0.01% 0 13F-HR/A Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 40 $117 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 33 $97 <0.01% new 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 25 $73 <0.01% -23 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 16 $47 <0.01% +11 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 16 $47 <0.01% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 11 $42 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 11 $33 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 6 $18 <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 6 $18 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 5 $15 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 4 $12 <0.01% -2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3 $9 <0.01% -3,283 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $3 <0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $3 <0.01% -1 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 195 $0 0% -569 13F-HR Timeline Group Value filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 139 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.