SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 15,750 $86.8K <0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 15,712 $86.6K <0.01% -2,000 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 15,618 $86.1K 0.01% new 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 15,357 $84.6K 0.11% +531 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 15,333 $84.5K <0.01% -15,099 13F-HR/A Timeline Group CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 15,221 $83.9K 0.07% +4,971 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 14,872 $81.9K <0.01% +1,728 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 14,479 $79.8K 0.01% -596 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 13,663 $74K <0.01% +6,455 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 13,421 $74K 0.04% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 12,785 $70.4K 0.05% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 12,651 $69.7K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,628 $69.6K <0.01% +3,421 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 12,575 $69.3K <0.01% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 12,461 $68.7K 0.03% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 15,025 $68.2K 0.01% +306 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 11,999 $66.1K 0.01% -96 13F-HR/A Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 11,932 $65.7K 0.04% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 11,870 $65.4K 0.03% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 11,466 $63.2K 0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 11,378 $62.7K <0.01% -36 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,991 $60.6K <0.01% -6,695 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,964 $60.4K <0.01% -1,379 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 10,668 $58.8K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 10,634 $58.6K 0.05% -602 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 10,604 $58.4K <0.01% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 10,417 $57.4K 0.02% -1,482 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 10,335 $56.9K 0.02% -70 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 10,320 $56.9K 0.02% -220 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 10,042 $55.3K 0.05% new 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 10,000 $55.1K <0.01% +888 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 9,243 $50.9K 0.04% -2,126 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 7,674 $42.3K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,710 $37.7K <0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,487 $35.7K <0.01% -30,839 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,096 $33.6K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,993 $33K <0.01% -673 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,611 $32.7K <0.01% +2,975 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,700 $32K <0.01% -730 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,499 $30.3K 0.01% +3,434 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,452 $30K <0.01% -52 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,085 $28K <0.01% +3,390 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,603 $25.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,335 $23.9K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,201 $23.1K <0.01% +39 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,612 $20.5K <0.01% +1,873 13F-HR/A Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,455 $19K <0.01% +1,130 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,449 $19K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,341 $18.4K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,941 $16.2K <0.01% -154 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,700 $14.9K 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,350 $12.9K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,332 $12.8K <0.01% +1,143 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,011 $11K <0.01% -382 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,809 $9.97K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,954 $9.52K <0.01% +618 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,660 $9.15K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,484 $8.18K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,463 $8K <0.01% +1,461 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,409 $7.76K <0.01% +1,133 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,758 $7.7K <0.01% +978 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,275 $7.03K <0.01% +206 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 950 $5.24K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 936 $5.16K <0.01% -318 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,000 $4.89K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 876 $4.83K <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 810 $4.46K <0.01% +527 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 604 $3.33K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 600 $3.31K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 556 $3.06K <0.01% new 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) 552 $3.04K <0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 598 $3K <0.01% new 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. 491 $2.71K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 490 $2.7K <0.01% +115 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 414 $2.28K <0.01% -2,510 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 374 $2.06K <0.01% +225 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 418 $2.05K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 370 $2.04K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 366 $2.02K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 320 $2K <0.01% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 328 $1.81K <0.01% -1,016,516 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 316 $1.74K <0.01% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 167 $921 <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 165 $909 <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 137 $755 <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 118 $651 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 108 $596 <0.01% -108 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 48 $264 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 38 $209 <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 29 $160 <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 24 $132 <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1 $7 <0.01% -5,626 13F-HR Timeline 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.