Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 858 $296K 0.2% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 854 $295K <0.01% -2,555 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 838 $289K 0.01% -347 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 837 $289K 0.12% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 827 $286K 0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 828 $286K 0.01% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 822 $284K <0.01% new 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 821 $283K 0.03% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 820 $283K <0.01% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 820 $283K 0.11% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 815 $281K <0.01% -77 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 814 $281K 0.01% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 810 $280K 0.11% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 804 $278K <0.01% new 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 800 $276K 0.03% -200 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 794 $274K 0.01% -207 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 792 $273K 0.04% new 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 783 $270K 0.02% 0 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 781 $270K 0.09% -145 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 780 $269K 0.03% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,200 $269K 0.04% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 777 $268K <0.01% +121 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 775 $268K 0.02% -285 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 764 $264K <0.01% -22 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 761 $263K 0.01% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 745 $257K <0.01% new 13F-HR Timeline Group Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 729 $252K 0.07% new 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 726 $251K 0.11% new 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 719 $248K 0.61% -304 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 710 $245K 0.14% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 710 $245K 0.4% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 702 $242K <0.01% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 700 $242K <0.01% new 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 698 $241K 0.03% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 692 $239K 0.01% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 690 $238K <0.01% new 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 687 $237K 0.01% new 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 675 $233K 0.12% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 673 $232K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 662 $229K 0.02% -71 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 651 $225K 0.06% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 646 $223K 0.12% -453 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 645 $223K 0.08% new 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 635 $219K 0.01% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 635 $219K <0.01% new 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 627 $216K 0.05% new 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 627 $216K 0.04% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 623 $215K 0.01% new 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 604 $209K 0.07% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 603 $208K <0.01% -118 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 600 $207K 0.15% new 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 600 $207K 0.12% new 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 596 $206K 0.01% -108 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 594 $205K 0.03% -2,142 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 593 $205K 0.45% new 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 587 $205K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 587 $203K <0.01% +13 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 570 $197K 0.02% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 515 $178K 0.01% -16 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 388 $134K <0.01% +315 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 387 $134K <0.01% +18 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 378 $130K <0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 371 $128K 0.02% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 342 $118K 0.01% -900 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 331 $114K 0.08% new 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 320 $110K 0.05% +285 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 300 $104K <0.01% 0 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 300 $104K <0.01% +258 13F-HR/A Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 270 $93.2K <0.01% new 13F-HR/A Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 250 $86.3K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 249 $86K 0.06% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 245 $84.6K <0.01% +33 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 240 $82.7K <0.01% +67 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 222 $76.6K 0.01% +8 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 209 $72.2K 0.02% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 194 $67K <0.01% -17,401 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 183 $63.2K <0.01% -3 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 181 $62K <0.01% -72 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 175 $60.4K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 175 $59.3K 0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 168 $58K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 142 $49K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 138 $47.6K <0.01% -12 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 130 $44.9K <0.01% -38 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 126 $43.5K <0.01% -12 13F-HR Timeline Group VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 125 $43.2K 0.02% new 13F-HR/A Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 123 $42.5K <0.01% +18 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 122 $42.1K <0.01% new 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 200 $38.7K 0.02% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 109 $37.6K 0.02% +71 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $34.5K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 98 $33.8K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 93 $32.2K <0.01% -4 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 87 $30K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 74 $25.6K 0.01% -45 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 71 $24.5K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 66 $22.8K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 63 $21.8K <0.01% -48 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 63 $21.7K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 61 $21.1K <0.01% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 61 $21.1K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 63 $21K <0.01% +6 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 52 $18K 0.01% +47 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 49 $16.9K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 45 $15.5K <0.01% +2 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 45 $15.5K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 41 $14.2K <0.01% -10 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 41 $14.2K 0.06% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 42 $14K <0.01% +23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 40 $13.8K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 39 $13.5K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 39 $13.5K <0.01% +34 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 39 $13.5K <0.01% -6 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 38 $13.1K <0.01% 0 13F-HR Timeline Group Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 38 $13.1K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 37 $13K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 33 $11.4K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 30 $10.4K 0.01% +27 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 29 $10K <0.01% -24 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 28 $9.67K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 27 $9.32K <0.01% -181 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 26 $8.98K <0.01% 0 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 24 $8.24K <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 23 $7.94K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 18 $6.21K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 17 $5.87K <0.01% +1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 16 $5.52K <0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 14 $4.83K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 13 $4.49K <0.01% +1 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 13 $4.49K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 12 $4.14K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 11 $3.82K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 9 $3.11K <0.01% +5 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 8 $3K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 7 $2.42K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 7 $2.42K <0.01% -2 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 7 $2K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $1.63K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $1.38K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4 $1.38K <0.01% +1 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 4 $1.38K <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $1.09K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3 $1.04K <0.01% -2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $1.04K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $1.03K <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $691 <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2 $690 <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1 $348 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $346 <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1 $178 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.