Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 893 $266K <0.01% -66 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 889 $265K 0.19% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 888 $265K <0.01% -219 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 886 $264K 0.01% new 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 882 $263K 0.07% -305 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 910 $262K 0.01% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 875 $261K 0.09% new 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 849 $253K 0.04% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 844 $252K <0.01% +53 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 832 $248K <0.01% new 13F-HR/A Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 819 $244K <0.01% -9 13F-HR Timeline FRONTIER CAPITAL MANAGEMENT CO LLC More: the full row for FRONTIER CAPITAL MANAGEMENT CO LLC 817 $244K <0.01% -8 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 816 $243K 0.13% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 798 $238K 0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 785 $234K 0.01% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 777 $232K 0.01% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 770 $230K 0.04% -18 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 754 $225K 0.01% new 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 749 $223K 0.01% -8,364 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 748 $223K <0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 736 $220K <0.01% +653 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Affirmative Financial Network More: the full row for First Affirmative Financial Network 722 $215K 0.1% new 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 721 $215K <0.01% -7,015 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 721 $215K <0.01% +54 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 718 $214K 0.03% -354 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 716 $214K 0.01% +687 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 702 $209K <0.01% +538 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 700 $209K 0.03% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 688 $205K 0.03% new 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 685 $204K 0.1% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 685 $204K <0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 675 $201K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 618 $185K 0.1% -10 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 591 $176K <0.01% +87 13F-HR/A Timeline Quarry LP More: the full row for Quarry LP 586 $175K 0.04% new 13F-HR Timeline Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 572 $171K 2.2% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 571 $170K <0.01% +296 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 546 $163K <0.01% -10 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 546 $163K <0.01% -6 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 522 $156K 0.01% +23 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 510 $152K <0.01% -9 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 500 $149K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 444 $132K <0.01% -30 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 443 $132K <0.01% +26 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 400 $119K 0.02% new 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 390 $116K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 385 $115K 0.01% -124 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 359 $107K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 322 $96K <0.01% 0 13F-HR Timeline Group Team Financial Group, LLC More: the full row for Team Financial Group, LLC 322 $96K 0.04% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 311 $93K <0.01% -3,710 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 274 $82K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 263 $78.4K <0.01% +73 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 253 $75K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 226 $67.9K <0.01% +98 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 226 $67.4K 0.02% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 225 $67.1K 0.02% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 216 $64.4K 0.02% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 217 $64.1K <0.01% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 210 $62K <0.01% -5,009 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 206 $61.4K <0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 205 $61.1K <0.01% -1 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 198 $59.1K 0.04% +193 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 191 $57K <0.01% -2 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 190 $56.7K <0.01% +30 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 180 $53.7K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 178 $53.1K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 176 $52.5K <0.01% -65 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 171 $51K 0.04% -70 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 170 $51K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 167 $49.8K 0.02% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 150 $44.7K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 148 $44.1K <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 147 $43.8K <0.01% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 142 $42.4K <0.01% new 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 141 $42.1K <0.01% -73 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 138 $41.2K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 135 $40.3K <0.01% -136 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 135 $40.3K <0.01% -62 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 133 $39.7K <0.01% +33 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 131 $39.1K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 123 $36.7K 0.02% -26 13F-HR Timeline OSSIAM More: the full row for OSSIAM 116 $34.6K <0.01% -548 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 106 $31K <0.01% +20 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 94 $28K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 91 $27.1K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 90 $26.8K <0.01% -4 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 87 $26K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 86 $25.6K <0.01% -7 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 85 $25.4K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 81 $24.2K <0.01% +25 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 74 $22K <0.01% +37 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 63 $18.8K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 60 $17.9K <0.01% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 57 $17K <0.01% -12 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 50 $14.9K <0.01% -29 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 49 $14.6K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 46 $13.7K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 44 $13.1K <0.01% +26 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 42 $12.5K <0.01% +3 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 39 $12K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 40 $11.9K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 38 $11.3K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 38 $11.3K 0.01% +2 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 36 $10.7K 0.01% -10 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 30 $8.95K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 30 $8.95K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 27 $8.05K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 26 $7.76K <0.01% -13 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 26 $7.75K <0.01% +6 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 25 $7.46K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 24 $7.16K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 20 $5.97K <0.01% +2 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 20 $5.97K <0.01% +6 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 20 $5.97K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 20 $5.97K <0.01% -7 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 19 $5.67K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 18 $5.37K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 18 $5.37K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 18 $5.35K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 18 $5.31K <0.01% 0 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 16 $5K <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 16 $4.77K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 16 $4.77K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 14 $4.18K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $3.67K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 12 $3.58K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11 $3.28K <0.01% 0 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 12 $3K <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 10 $2.98K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 9 $2.69K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 9 $2.69K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $2.69K <0.01% +1 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 8 $2.39K <0.01% -2 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7 $2.09K <0.01% -1 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6 $1.79K <0.01% -1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6 $1.79K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $1.79K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5 $1.49K <0.01% -1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5 $1.49K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5 $1.49K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $1.49K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $1.2K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4 $1.19K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4 $1.19K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 4 $1.19K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $1.19K <0.01% +1 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 4 $1K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3 $895 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 3 $891 <0.01% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2 $626 <0.01% new 13F-HR/A Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2 $608 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2 $597 <0.01% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2 $597 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $597 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $299 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $299 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1 $299 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1 $298 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1 $298 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1 $298 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $298 <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1 $295 <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 0 $88 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.