Krilogy Financial LLC More: the full row for Krilogy Financial LLC 7,942 $225K 0.01% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 7,659 $225K <0.01% 0 13F-HR Timeline Group Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 7,609 $223K 0.04% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,582 $222K 0.01% +853 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 7,366 $216K +6,715 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 7,351 $216K <0.01% -13,945 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,273 $213K 0.01% -4,033 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,242 $212K 0.01% +586 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 7,185 $211K 0.07% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 7,180 $211K 0.12% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 7,068 $207K 0.03% +2,382 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 7,060 $207K 0.04% +540 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 7,035 $206K 0.05% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 6,994 $205K 0.1% new 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 6,957 $204K 0.03% -1,009 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,953 $204K <0.01% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 7,172 $202K 0.02% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 6,500 $191K 0.04% +500 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,261 $185K 0.01% -1,000 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 6,200 $182K <0.01% 0 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 5,815 $171K 0.05% +729 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,483 $161K <0.01% -29 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 5,455 $160K 0.02% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,320 $156K -686 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,208 $152K <0.01% +568 13F-HR Timeline Group MOTCO More: the full row for MOTCO 5,065 $149K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 5,030 $148K 0.05% +2,177 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 4,673 $137K <0.01% -48,129 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,368 $128K 0.01% -1,799 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,060 $119K <0.01% +446 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,943 $116K <0.01% -60 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,692 $108K 0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,666 $108K 0.01% -2,233 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,431 $101K 0.01% -696 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 3,278 $96K 0.13% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,155 $92.5K 0.06% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,128 $91.8K <0.01% +276 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,606 $76.4K <0.01% +125 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,410 $70.7K <0.01% -71 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,410 $70.7K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,302 $68.2K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,290 $67.2K 0.02% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,274 $66.7K 0.02% 0 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,255 $66.1K <0.01% +450 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,993 $58.5K <0.01% -1,940 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,835 $53.8K <0.01% -156 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,805 $52.9K <0.01% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,693 $50K <0.01% +784 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,584 $46.5K <0.01% -267 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,559 $45.7K 0.03% +57 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,500 $44K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,443 $42.3K <0.01% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,402 $40K 0.03% -265 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,362 $39.9K <0.01% +90 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,361 $39.9K 0.03% +1,360 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,280 $37.5K <0.01% -216 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,255 $36.4K <0.01% +466 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,241 $36K <0.01% -4,634 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,189 $34.9K 0.03% +1 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,131 $33K <0.01% +1,068 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,065 $31.2K <0.01% -296 13F-HR/A Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 971 $28.5K 0.01% +587 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 675 $20K <0.01% -237 13F-HR Timeline Group Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 679 $19.9K 0.02% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 595 $17.5K <0.01% -2,853 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 547 $16K 0.01% +23 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 537 $15.8K 0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 524 $15.4K 0.01% +4 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 490 $14.4K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 484 $14.2K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 493 $14.1K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 481 $14.1K <0.01% -190 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 474 $13.8K <0.01% new 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 438 $12.8K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 411 $12.1K <0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 411 $12.1K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 389 $11K 0.01% -1 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 366 $11K <0.01% -73 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 343 $10.1K <0.01% +270 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 332 $9.74K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 314 $9.21K <0.01% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 271 $7.95K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 251 $7.37K <0.01% -1 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 223 $6.54K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 208 $6.1K <0.01% -926 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $5.87K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 191 $5.6K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 188 $5.34K <0.01% +170 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 172 $4.99K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 163 $4.78K <0.01% -30 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 145 $4.25K <0.01% +59 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 144 $4.22K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 134 $3.93K <0.01% -143 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 133 $3.9K <0.01% +33 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 127 $3.68K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 122 $3.58K <0.01% -1 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 121 $3.55K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 109 $3.2K <0.01% -8 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 108 $3.16K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 102 $2.99K <0.01% -16 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 100 $2.93K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 100 $2.93K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 98 $2.87K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 96 $2.82K <0.01% -5 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 84 $2.48K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 80 $2.35K <0.01% -821 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 80 $2.35K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 80 $2.32K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 74 $2.17K <0.01% new 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 70 $2.05K <0.01% new 13F-HR/A Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 71 $1.99K <0.01% +6 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 64 $1.88K <0.01% -69 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 62 $1.82K <0.01% +55 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 60 $1.77K <0.01% +12 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 58 $1.7K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 52 $1.54K <0.01% -1,205 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 55 $1.54K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 50 $1.47K <0.01% -4,285 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 48 $1.41K <0.01% +16 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 45 $1.33K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 39 $1.14K <0.01% -6 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 66 $1K <0.01% -22 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 52 $1K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 35 $1K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 34 $997 <0.01% -409 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 33 $968 <0.01% +20 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 31 $924 <0.01% -18 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 30 $880 <0.01% -130 13F-HR/A Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 28 $778 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 26 $763 <0.01% +7 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 26 $763 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 24 $704 <0.01% -1,195 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 22 $645 <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 21 $616 <0.01% -178 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 21 $616 <0.01% -3 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 17 $504 <0.01% new 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 17 $499 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 17 $499 <0.01% +2 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 16 $470 <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 14 $446 <0.01% -27 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 13 $385 <0.01% -136 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 13 $381 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 12 $347 <0.01% -31 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 11 $319 <0.01% +1 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $294 <0.01% -20 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 9 $264 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 7 $204 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4 $117 <0.01% -27 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3 $88 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2 $59 <0.01% -287 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2 $59 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1 $30 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $27 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 0 $12 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 14 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.