DRW Securities, LLC More: the full row for DRW Securities, LLC 7,412 $243K 0.02% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 7,331 $240K 0.1% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 7,261 $240K 0.01% 0 13F-HR/A Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 7,259 $238K 0.03% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 7,180 $236K 0.14% +180 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,132 $234K <0.01% -504 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 7,121 $234K 0.01% new 13F-HR/A Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 6,800 $223K 0.11% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,729 $221K 0.01% -714 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,656 $218K 0.01% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,614 $217K 0.01% -2,497 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,566 $215K <0.01% +93 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 6,530 $214K <0.01% +690 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 6,520 $214K 0.05% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 6,481 $213K 0.01% -1,078 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 6,323 $207K 0.05% 0 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 6,273 $206K 0.01% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 6,200 $203K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,167 $202K 0.01% +4,925 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,006 $197K +578 Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 6,000 $197K 0.04% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,899 $193K 0.01% +903 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,875 $193K 0.01% +165 13F-HR/A Timeline State of Wyoming More: the full row for State of Wyoming 5,581 $183K 0.02% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,512 $181K <0.01% -688 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 5,510 $181K 0.06% new 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 5,086 $167K 0.06% +422 13F-HR Timeline Group MOTCO More: the full row for MOTCO 5,065 $155K 0.01% +506 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,686 $154K 0.02% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,640 $152K <0.01% +1,478 13F-HR Timeline Group Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 4,364 $143K 0.01% new 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,335 $142K 0.02% +1,727 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,127 $135K 0.01% +436 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,003 $131K <0.01% +31 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,933 $129K <0.01% -197 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,692 $121K 0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,614 $119K <0.01% +1,090 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 3,448 $113K 0.03% new 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 3,278 $108K 0.16% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,853 $93.6K 0.04% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,852 $93.5K <0.01% -2,252 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,632 $86.3K 0.01% -378 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,481 $81.4K <0.01% +516 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,481 $81.4K <0.01% new 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,475 $81.2K 0.02% +5 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,410 $79K <0.01% 0 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,302 $76.2K <0.01% 0 13F-HR/A Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,290 $75.1K 0.02% -430 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,274 $74.6K 0.02% new 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,991 $65K 0.01% -5 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,851 $60.7K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,805 $59.2K <0.01% +479 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 1,678 $55K <0.01% new 13F-HR/A Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,667 $54K 0.03% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,500 $49.2K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,496 $49.1K <0.01% 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,502 $49K 0.04% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,361 $44.6K <0.01% +1,320 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,272 $41.7K <0.01% +421 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,257 $41.6K 0.03% +51 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,219 $40K <0.01% +300 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,188 $39K 0.03% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,134 $37.2K <0.01% -6 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 912 $30K <0.01% +241 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 909 $30K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 901 $29.6K <0.01% +112 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 789 $25.8K <0.01% -518 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 671 $22K <0.01% -54 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 651 $21.4K <0.01% 0 13F-HR/A Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 639 $21K <0.01% -254 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 597 $19K <0.01% -18 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 572 $18.8K <0.01% +347 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 524 $17.2K 0.01% -538 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 520 $17K 0.01% +5 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 501 $16.4K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 443 $14.5K <0.01% +159 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 438 $14.4K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 439 $14K <0.01% +39 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 420 $13.8K <0.01% new 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 411 $13.5K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 390 $13K 0.01% -11 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 387 $12.7K <0.01% +236 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 384 $12.6K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 346 $11.3K 0.01% +32 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 326 $10.7K <0.01% +28 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 300 $9.84K <0.01% -14 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 289 $9.48K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 277 $9.09K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 271 $8.89K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 261 $8.56K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 252 $8.28K <0.01% +1 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 223 $7.31K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $6.56K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 199 $6.51K <0.01% +161 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 193 $6.33K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 191 $6.26K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 172 $5.64K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 160 $5.25K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 165 $4.96K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 149 $4.93K <0.01% +132 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 147 $4.74K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 0 $4.46K <0.01% -136 13F-HR Timeline Amount filed as zero, left out of ratios. SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 133 $4.36K <0.01% +28 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 127 $4.17K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 123 $4.03K <0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 121 $3.97K <0.01% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 118 $3.87K <0.01% -21 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 117 $3.84K <0.01% +14 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 108 $3.53K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 101 $3.31K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 100 $3.28K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 100 $3.28K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 100 $3.28K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 92 $3.02K <0.01% +38 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 86 $2.82K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 80 $2.62K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 73 $2.4K <0.01% +68 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 64 $2.1K <0.01% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 62 $2.03K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 88 $2K <0.01% +58 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 63 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 65 $1.97K <0.01% +16 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 58 $1.9K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 55 $1.8K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 49 $1.61K <0.01% +19 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 48 $1.58K <0.01% +6 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 48 $1.57K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 45 $1.48K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 43 $1.42K <0.01% -42 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 41 $1.39K <0.01% +41 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 32 $1.05K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 31 $1.02K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 52 $1K <0.01% -38 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 30 $984 <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 30 $984 <0.01% +20 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 28 $918 <0.01% +2 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 25 $820 <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 24 $788 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 24 $787 <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 22 $722 <0.01% new 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 20 $656 <0.01% -5 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 19 $623 <0.01% -60 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 18 $548 <0.01% -82 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15 $492 <0.01% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 13 $431 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 13 $427 <0.01% -16 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 13 $426 <0.01% -203 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $328 <0.01% -5 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 10 $328 <0.01% -1 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8 $263 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 8 $262 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $230 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 7 $230 <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 7 $230 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3 $99 <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2 $66 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1 $33 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1 $33 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 0 $13 <0.01% 0 13F-HR Timeline Amount 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.