WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 25,303 $566K <0.01% +391 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 24,930 $558K <0.01% +918 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 24,052 $538K <0.01% -1,625 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 23,621 $528K 0.15% +75 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 22,687 $508K <0.01% -3,986 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 22,469 $503K 0.14% +108 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 21,814 $488K 0.02% -883 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 21,641 $484K 0.04% +7,645 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 21,376 $478K 0.01% +11,534 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 21,077 $471K <0.01% new 13F-HR Timeline Elo Mutual Pension Insurance Co More: the full row for Elo Mutual Pension Insurance Co 20,306 $454K 0.01% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 20,217 $452K 0.01% -4,819 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 19,728 $441K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 19,390 $434K 0.02% +5 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 18,595 $416K <0.01% -7,373 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 18,411 $412K <0.01% -714,280 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 18,384 $411K <0.01% -6,055 13F-HR Timeline Group Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 18,324 $410K 0.05% -436 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 17,860 $400K 0.02% -77,196 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 17,805 $398K 0.01% -684 13F-HR Timeline Argosy-Lionbridge Management, LLC More: the full row for Argosy-Lionbridge Management, LLC 17,800 $398K 0.27% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 16,644 $372K <0.01% -1,792 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 16,606 $371K 0.01% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 16,518 $369K <0.01% +2,893 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 15,831 $354K <0.01% -2,383 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 15,619 $349K 0.01% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 15,208 $340K 0.01% -328 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 15,081 $337K <0.01% +3,017 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 14,728 $329K 0.15% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 14,440 $323K <0.01% +106 13F-HR Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 14,453 $322K 0.01% 0 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 14,274 $319K 0.02% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 14,174 $317K 0.1% -43 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 13,110 $293K 0.03% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 13,097 $293K 0.05% -21 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 12,989 $291K <0.01% -553 13F-HR Timeline Group GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 12,500 $280K <0.01% -12,500 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,825 $265K <0.01% +2,071 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 11,094 $248K <0.01% -817 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 10,955 $245K 0.1% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,810 $242K <0.01% -2,043 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,423 $233K 0.01% -6,480 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,225 $229K 0.01% +10 13F-HR/A Timeline Advisory Resource Group More: the full row for Advisory Resource Group 10,144 $227K 0.05% 0 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 10,141 $227K <0.01% +442 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 10,118 $226K 0.1% +7,426 13F-HR/A Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 10,112 $226K <0.01% +1,902 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 10,024 $225K <0.01% +1,062 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 9,796 $219K 0.01% -7,417 13F-HR Timeline Group D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 9,712 $217K 0.07% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 9,702 $217K <0.01% +960 13F-HR Timeline Group EMC Capital Management More: the full row for EMC Capital Management 9,600 $215K 0.13% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,521 $213K <0.01% -2,350 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,050 $203K <0.01% -56 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 9,049 $202K 0.01% -1,042 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 9,028 $202K <0.01% -36,492 13F-HR Timeline Group Worth Venture Partners, LLC More: the full row for Worth Venture Partners, LLC 9,000 $201K 0.38% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,000 $201K <0.01% -149 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 7,740 $173K 0.01% -6,465 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 8,765 $171K <0.01% -2,537 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 5,967 $133K 0.04% new 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,832 $130K 0.02% -1,558 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,294 $118K <0.01% +572 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,829 $108K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,817 $108K 0.02% +50 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,712 $105K 0.01% +2,716 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 4,690 $105K 0.01% +2,404 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,220 $94.4K <0.01% -248 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 4,161 $93.1K <0.01% +169 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 4,111 $92K 0.03% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,825 $85.5K <0.01% -211 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,675 $82K <0.01% +346 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,711 $81.2K <0.01% +120 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,512 $79K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,475 $77.7K 0.01% -1,312 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 3,395 $76K 0.02% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 3,365 $75.3K <0.01% -135 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,849 $65.3K 0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,751 $61.5K 0.02% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,601 $58.2K <0.01% -265 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,502 $56K <0.01% -81 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,449 $54.8K 0.01% -8 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 2,073 $46.4K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,065 $46.2K <0.01% -817 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,853 $41.5K <0.01% -960 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,748 $39.1K 0.01% +21 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,600 $35.8K 0.02% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,537 $34K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,463 $32.7K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,412 $31.6K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,372 $30.6K <0.01% +59 13F-HR/A Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,318 $29.5K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,284 $28.7K <0.01% +167 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,284 $28.7K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,270 $28.4K <0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,122 $25.1K 0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,115 $24.9K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,107 $24.8K 0.02% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,035 $23.2K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 927 $20.7K <0.01% +30 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 875 $19.6K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 819 $18.3K 0.01% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 803 $18K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 739 $16.5K <0.01% +9 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 729 $16.3K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 691 $15.5K <0.01% +142 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 655 $14.7K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 629 $14.1K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 625 $14K <0.01% +18 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 519 $12K 0.01% -674 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 504 $11.3K <0.01% +450 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 482 $10.8K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 377 $8.43K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 377 $8.43K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 375 $8.39K <0.01% +75 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 344 $8K <0.01% -34 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 341 $7.63K <0.01% +216 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 338 $7.56K <0.01% -305 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 324 $7.25K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 320 $7.16K <0.01% +75 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 300 $6.71K <0.01% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 276 $6.17K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 249 $6K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 266 $5.95K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 252 $5.64K 0.01% -1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 251 $5.62K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 221 $4.94K <0.01% +3 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 202 $4.52K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 192 $4.29K <0.01% -354 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 184 $4.1K <0.01% -118 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 181 $4.05K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 181 $4.05K <0.01% +13 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 165 $3.69K <0.01% -183 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 159 $3.56K <0.01% +74 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 132 $2.95K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 123 $2.75K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 123 $2.75K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 114 $2.55K <0.01% -45 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 111 $2.49K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 95 $2.13K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 70 $1.57K <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 60 $1.34K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 64 $1K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 41 $917 <0.01% -93 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 30 $669 <0.01% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 14 $323 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 11 $246 <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 9 $202 <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3 $68 <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1 $23 <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 32 $0 0% -21 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -3,314 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.