HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 704 $25K <0.01% +274 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 636 $22.4K <0.01% -953 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 502 $18.1K <0.01% +66 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 462 $16.6K <0.01% +32 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 438 $15.8K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 437 $15.7K <0.01% -126 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 413 $14.9K <0.01% -159 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 397 $14.5K <0.01% -57 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 393 $14K <0.01% +22 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 380 $13.7K <0.01% new 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 347 $12.5K <0.01% -113 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 342 $12.3K <0.01% -19 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 335 $12.1K <0.01% +81 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 304 $11K <0.01% +71 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 286 $10.3K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 268 $9.66K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 252 $9.23K <0.01% +33 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 247 $8.9K <0.01% +28 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 210 $7.57K <0.01% -154 13F-HR/A Timeline Group Key Financial Inc More: the full row for Key Financial Inc 172 $6.2K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 159 $5.73K <0.01% +18 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 153 $5.51K <0.01% +113 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 147 $5.38K <0.01% +1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 149 $5.37K <0.01% -82 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 144 $5.19K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 138 $4.97K <0.01% +1 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 128 $4.61K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 126 $4.54K <0.01% -441 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 125 $4.5K <0.01% -127 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 117 $4.23K <0.01% -602 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 109 $3.93K <0.01% -39 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 109 $3.86K <0.01% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 103 $3.63K <0.01% +24 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 94 $3.39K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 77 $2.77K <0.01% +9 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 76 $2.75K <0.01% -251 13F-HR Timeline Quarry LP More: the full row for Quarry LP 68 $2.45K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 67 $2.42K <0.01% +35 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 62 $2.25K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 61 $2.2K <0.01% -583 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 54 $1.95K <0.01% +5 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 48 $1.73K <0.01% -3,532 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 42 $1.51K <0.01% -85 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 40 $1.44K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 38 $1.37K <0.01% 0 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 37 $1.33K <0.01% -6 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 35 $1.26K <0.01% +13 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 34 $1.23K <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. 33 $1.19K <0.01% new 13F-HR/A Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 32 $1.15K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 28 $1.01K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 20 $721 <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 20 $721 <0.01% new 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 19 $680 <0.01% -8 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 14 $505 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 14 $505 <0.01% +6 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $433 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 11 $396 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 10 $361 <0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10 $360 <0.01% +3 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 9 $325 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 9 $325 <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6 $217 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5 $180 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $180 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4 $146 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4 $145 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4 $144 <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3 $108 <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2 $72 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $36 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $36 <0.01% new 13F-HR Timeline