GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,929 $402K 0.02% +329 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 12,652 $393K 0.04% +1,104 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 12,325 $383K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 12,240 $381K 0.06% +779 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 12,205 $379K 0.03% +489 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,224 $377K 0.01% new 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 11,844 $368K <0.01% -1,189 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 11,470 $357K 0.02% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 11,437 $356K <0.01% -23,202 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,546 $328K <0.01% +966 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 10,437 $325K 0.06% +2,553 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 10,353 $324K 0.17% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,291 $320K <0.01% +1,073 13F-HR/A Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 10,000 $311K 0.05% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 9,988 $311K 0.07% +6,224 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 9,923 $309K 0.01% +73 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 9,818 $305K <0.01% -3,425 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 9,801 $305K <0.01% -163 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 9,777 $304K <0.01% new 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 9,700 $302K 0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,568 $300K <0.01% new 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 9,467 $294K <0.01% new 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 9,466 $294K <0.01% 0 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 9,371 $292K 0.01% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,195 $286K 0.03% +2,100 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,146 $284K <0.01% +434 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 8,640 $269K 0.1% +159 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 8,539 $265K <0.01% -113,716 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 8,427 $262K <0.01% -769 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,396 $261K <0.01% +1,173 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 8,372 $260K 0.01% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 8,321 $259K <0.01% 0 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 8,228 $256K 0.01% -1,566 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,137 $253K <0.01% +210 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 8,058 $251K 0.05% +186 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,996 $249K <0.01% +61 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 7,921 $246K <0.01% +56 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 7,750 $241K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 7,700 $239K <0.01% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,693 $239K 0.01% +215 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 7,504 $233K 0.06% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 7,342 $228K <0.01% +577 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,253 $225K <0.01% -2,361 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 6,865 $213K 0.04% new 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 6,820 $212K 0.01% new 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 6,676 $208K 0.01% +10 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,646 $207K <0.01% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 6,610 $206K 0.1% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,477 $201K <0.01% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 6,448 $200K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,397 $199K <0.01% -511 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,079 $189K <0.01% new 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 6,025 $187K 0.1% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,775 $180K 0.02% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,476 $170K 0.01% +198 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 5,207 $162K <0.01% -886 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,046 $157K <0.01% -317 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 4,823 $150K <0.01% -125 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 4,408 $137K 0.01% +2,901 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 4,211 $131K 0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,208 $131K 0.01% +4,032 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 3,873 $120K <0.01% new 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,862 $120K 0.02% +3,081 13F-HR/A Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 3,810 $118K <0.01% new 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,718 $116K <0.01% -1,055 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,250 $101K 0.01% +190 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,090 $96K <0.01% +2,556 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,000 $93.3K 0.01% +2,600 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) 2,552 $79.3K <0.01% +2,167 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,242 $69.7K <0.01% +1,106 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 2,233 $69.4K <0.01% -631 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,000 $62.2K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,992 $62K <0.01% +837 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,916 $59.6K <0.01% -92 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,803 $56K <0.01% +725 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,741 $54.1K <0.01% -345 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $49.8K <0.01% -29 13F-HR Timeline Amount filed as zero, left out of ratios. Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 1,341 $41.7K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,279 $39.8K <0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,266 $39.4K <0.01% +33 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,044 $32K 0.02% -156 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,017 $31.6K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,015 $31.6K <0.01% 0 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 894 $27.8K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 806 $25.1K <0.01% -26 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 632 $19.6K <0.01% -1 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 579 $18K <0.01% +297 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 555 $17.2K <0.01% +9 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 505 $15.7K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 451 $14K <0.01% +4 13F-HR Timeline Quarry LP More: the full row for Quarry LP 433 $13.5K <0.01% -3,121 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 420 $13.1K 0.01% +419 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 405 $12.6K 0.01% -33 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 399 $12.4K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 376 $11.7K <0.01% -22 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 349 $10.8K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 317 $9.86K <0.01% +147 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 300 $9.33K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 292 $8.45K <0.01% new 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. 268 $8.33K <0.01% -13 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 247 $7.68K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 207 $6.44K <0.01% +139 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 201 $6.25K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 170 $5.29K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 170 $5.29K <0.01% +14 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 166 $5.16K <0.01% +101 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 157 $4.88K <0.01% -1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 155 $4.82K <0.01% +21 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 150 $4.66K <0.01% -70 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 141 $4.38K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 134 $4.17K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 132 $4.1K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 121 $3.76K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 107 $3.33K <0.01% 0 13F-HR/A Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $3.11K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 99 $3.08K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 89 $2.77K <0.01% new 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 84 $2.61K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 82 $2.55K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 79 $2.46K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 76 $2.36K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 73 $2.27K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 64 $1.99K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 61 $1.9K <0.01% 0 13F-HR Timeline Group Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 57 $1.77K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 32 $995 <0.01% -2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 25 $781 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 25 $777 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 25 $777 <0.01% -7 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 24 $746 <0.01% 0 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 24 $746 <0.01% +8 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 20 $622 <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 20 $622 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 17 $529 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8 $249 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 7 $218 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $63 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1 $32 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $20 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 28 $0 0% 0 13F-HR/A Timeline Value filed as zero, left out of ratios. 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.