PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 24,251 $418K 0.01% -297 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 24,209 $418K 0.01% +10,612 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 23,950 $413K 0.03% -363 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 23,828 $411K 0.06% -312 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 23,722 $409K <0.01% +5,400 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 23,636 $408K 0.02% +8,609 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 23,401 $405K 0.01% -8,387 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 23,276 $402K 0.02% +2,141 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 23,193 $400K 0.01% new 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 23,103 $399K 0.18% -18,629 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 23,081 $398K 0.11% -35,182 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 22,507 $388K 0.03% +143 13F-HR/A Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 22,200 $383K 0.07% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 22,112 $381K 0.01% new 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 22,030 $380K 0.08% -16,164 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 21,551 $372K 0.02% +6,213 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 21,550 $372K 0.01% -2,112 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 21,517 $371K 0.01% +17,786 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 21,312 $368K 0.02% -291,810 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 21,261 $367K 0.25% -2,871 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 21,158 $365K 0.02% -41,330 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 20,935 $361K 0.01% -12,939 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 20,465 $353K 0.17% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 20,300 $350K 0.01% -1,393 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 19,941 $344K 0.05% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 19,825 $342K 0.04% +1,205 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 19,730 $340K 0.02% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 19,670 $339K 0.01% +7,444 13F-HR/A Timeline Shay Capital LLC More: the full row for Shay Capital LLC 19,616 $338K 0.05% -23,884 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 19,154 $330K 0.01% -78,984 13F-HR/A Timeline Group Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 18,903 $326K 0.11% new 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 18,864 $325K 0.14% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 18,691 $322K <0.01% -166 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 18,677 $322K 0.02% -7,469 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 18,644 $322K 0.01% -12,728 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 18,538 $320K <0.01% 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 18,468 $318K 0.05% 0 13F-HR Timeline Group Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 18,433 $318K 0.19% -6,241 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 18,178 $314K 0.26% 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 18,147 $313K 0.01% -5,822 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 17,944 $310K 0.01% -13,986 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 17,799 $307K 0.13% -2,536 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 17,728 $306K 0.09% -2,119 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 17,648 $304K 0.01% new 13F-HR/A Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 17,646 $304K 0.01% -1,735 13F-HR/A Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 17,522 $302K 0.01% +6,712 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,494 $302K 0.01% +1,888 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 17,403 $300K 0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 17,284 $298K <0.01% new 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 17,250 $298K 0.23% -1,020 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 17,124 $295K 0.02% +5,251 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 17,119 $295K 0.11% +6,733 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 16,958 $293K 0.27% 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 16,951 $292K 0.04% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 16,508 $285K 0.04% +6,365 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 16,500 $285K 0.1% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 16,330 $282K 0.21% -554 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 15,769 $280K 0.07% -1,804 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 16,200 $279K 0.01% -2,171 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 16,133 $278K 0.09% -8,083 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 16,100 $278K 0.04% +500 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 16,065 $277K 0.11% -598 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 15,770 $272K 0.02% -466,025 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 15,746 $272K 0.02% +6,242 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 15,584 $269K 0.01% -14,500 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 15,195 $262K <0.01% +783 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 15,124 $261K 0.01% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 15,077 $260K 0.11% -1,461 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 15,051 $260K 0.01% +766 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 15,036 $259K 0.07% -457 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 15,019 $259K 0.01% +2,558 13F-HR Timeline CX Institutional More: the full row for CX Institutional 15,016 $259K 0.01% +12,624 13F-HR Timeline Dalton Investments, Inc. More: the full row for Dalton Investments, Inc. 15,000 $259K 0.19% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 14,932 $258K 0.01% -1,518 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,900 $257K 0.01% -525 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 14,871 $257K 0.01% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 14,854 $256K <0.01% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 14,800 $255K 0.02% +450 13F-HR/A Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 14,654 $255K 0.1% -4,932 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 14,716 $254K 0.07% -1,662 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 14,554 $251K <0.01% -3,150 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 14,411 $249K 0.01% -3,681 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 14,289 $246K 0.02% -160 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 14,086 $243K <0.01% -995 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 13,978 $241K 0.1% -1,595 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 13,956 $241K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 13,888 $240K 0.03% +726 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 13,850 $239K 0.02% -3,600 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 13,846 $239K <0.01% -4,658 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13,812 $238K 0.01% -17,752 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 13,741 $238K <0.01% -12,794 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 13,706 $236K 0.01% -11,766 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 13,694 $236K 0.01% -500 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 13,640 $235K 0.11% new 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 13,622 $235K 0.01% +349 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,596 $235K <0.01% -1,581 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 13,463 $232K 0.07% +919 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,243 $228K 0.02% -8,839 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 13,047 $225K 0.01% +1,846 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 13,043 $225K 0.05% -828 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 13,040 $225K <0.01% new 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 13,026 $225K <0.01% +69 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 12,916 $223K 0.02% new 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 12,807 $221K 0.03% -4,342 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 12,723 $219K 0.01% -3,717 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,714 $219K 0.01% -6,137 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 12,707 $219K 0.02% -21,084 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 12,656 $218K 0.01% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 12,635 $218K 0.02% -2,596 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 12,616 $218K 0.06% +473 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 12,611 $218K <0.01% new 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 12,546 $216K 0.04% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 12,508 $216K <0.01% -1,193 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,457 $215K 0.01% +306 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 12,322 $213K 0.02% +212 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12,269 $212K <0.01% -773 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,195 $210K <0.01% -301 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 12,098 $209K 0.01% +880 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 11,500 $208K 0.07% +1,300 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 12,008 $207K 0.04% -4,298 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 11,956 $206K 0.01% new 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 11,892 $205K 0.02% -1,162 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,839 $204K <0.01% -11,108 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 11,821 $204K 0.06% 13F-HR Timeline Group Port Capital LLC More: the full row for Port Capital LLC 11,588 $200K 0.01% -4,406 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,550 $199K <0.01% -3,795 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,548 $199K 0.01% -1,718 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 11,500 $198K 0.03% -487 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 11,476 $198K 0.07% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,425 $197K <0.01% +3,437 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 11,356 $196K 0.03% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,349 $196K 0.01% -1,123 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 11,224 $194K 0.08% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 11,125 $192K 0.03% -1,144 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 11,121 $192K 0.03% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 11,111 $192K 0.02% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 11,083 $191K 0.02% +4,939 13F-HR Timeline Group Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 11,074 $191K 0.04% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 11,059 $191K <0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,977 $189K <0.01% -654 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 10,927 $188K 0.03% -193 13F-HR/A Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 10,859 $187K 0.03% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 10,839 $187K 0.13% -29,033 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 10,657 $184K <0.01% 0 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 10,666 $184K 0.04% -61,375 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 10,521 $181K 0.12% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 10,480 $181K <0.01% -588,002 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 10,348 $179K 0.01% -17,447 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 10,312 $178K 0.04% -3,244 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,862 $178K <0.01% -263 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 10,311 $178K 0.15% 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 10,302 $178K 0.01% new 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 10,213 $176K <0.01% -2,400,428 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 10,204 $176K 0.01% -1,056 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 10,198 $176K <0.01% -514 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 10,190 $176K 0.04% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 10,000 $172K 0.01% -62,325 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 9,856 $170K <0.01% +2,274 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 9,613 $166K <0.01% +3,456 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 9,556 $165K 0.01% -397 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,379 $162K 0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 9,343 $161K 0.05% -421 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,202 $159K 0.01% -2,128 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,996 $155K 0.01% -3,794 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8,395 $145K <0.01% +5,545 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,150 $140K <0.01% 0 13F-HR/A Timeline Group LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 16,130 $133K 0.08% 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 7,454 $129K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 7,356 $127K 0.07% 13F-HR/A Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 6,846 $118K 0.02% +3,536 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 6,844 $118K <0.01% new 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 6,579 $113K 0.08% +1,509 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 6,439 $111K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 6,154 $99.9K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,597 $96.5K 0.01% -430 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,285 $91.2K <0.01% +345 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,033 $86.8K 0.05% +328 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4,975 $85.8K 0.02% -3,335 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,970 $85.7K 0.01% -430 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 4,763 $82.2K <0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,744 $82K 0.05% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 4,664 $80.5K <0.01% -19,856 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,591 $79.2K 0.01% -1,372 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 4,573 $78.9K 0.05% -204 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,463 $77.3K <0.01% +3,067 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,448 $76.7K 0.01% +2,470 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,398 $75.9K <0.01% +280 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,391 $75.7K 0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,288 $74K <0.01% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 4,289 $74K <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,222 $72.8K 0.04% -1,544 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4,205 $72.5K 0.04% -75,052 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,049 $69.8K <0.01% -16,867 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,928 $67.8K 0.03% +393 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,810 $65.7K <0.01% +46 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,802 $65.6K <0.01% -878 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,589 $62.8K <0.01% -714 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,316 $57K <0.01% -1,590 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 3,252 $56.1K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,145 $54.3K <0.01% -39,581 13F-HR Timeline