AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,034 $378K <0.01% +3 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 6,728 $362K <0.01% -1,410 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 6,709 $361K 0.01% -7,481 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) 6,548 $352K 0.01% -240 13F-HR Timeline Group Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 6,494 $349K 0.25% +1,075 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 6,441 $346K <0.01% +355 13F-HR Timeline Group Quartz Partners, LLC More: the full row for Quartz Partners, LLC 6,007 $323K 0.11% +278 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 5,662 $304K 0.11% -19 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 5,662 $304K 0.07% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,657 $304K <0.01% +1,038 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,461 $294K <0.01% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,429 $292K 0.07% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 5,284 $284K 0.01% -3,821 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 5,245 $282K 0.01% +697 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 5,239 $282K <0.01% -604,653 13F-HR Timeline Group Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 5,230 $281K 0.03% -60,222 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 5,216 $280K <0.01% -7,901 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 5,122 $275K <0.01% -2,974 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,847 $261K 0.01% +776 13F-HR Timeline Group Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 4,852 $261K <0.01% new 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 4,830 $260K 0.02% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,687 $252K <0.01% -6,668 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,594 $247K <0.01% new 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 4,366 $235K 0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,354 $234K 0.02% +805 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,345 $234K <0.01% -3,639 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,341 $233K <0.01% -686 13F-HR Timeline Group Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 4,332 $233K 0.02% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,217 $227K 0.02% -628 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,875 $226K 0.01% -84 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,071 $219K <0.01% -217 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 4,037 $217K 0.02% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,980 $214K 0.01% -3,874 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 3,969 $213K 0.02% new 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,964 $213K 0.07% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,793 $204K <0.01% +179 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 3,771 $203K <0.01% 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 3,525 $190K 0.01% -31,183 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 3,292 $177K <0.01% -450 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,364 $127K 0.02% +2,336 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,306 $124K <0.01% +574 13F-HR Timeline NI ACQUISITIONS COMPANY, LLC More: the full row for NI ACQUISITIONS COMPANY, LLC 2,256 $121K 0.05% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,045 $110K <0.01% +1,430 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,792 $96.3K <0.01% +471 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,786 $96K <0.01% 0 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,778 $95.6K 0.03% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,651 $89K 0.05% +745 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,556 $84K <0.01% +801 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,551 $83.4K <0.01% +328 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,493 $80.2K <0.01% -324 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 1,467 $78.9K <0.01% new 13F-HR Timeline Group Avanza Fonder AB More: the full row for Avanza Fonder AB 1,450 $78K <0.01% -948 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,436 $77.2K <0.01% +552 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,150 $61.8K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,008 $54.2K <0.01% +369 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 987 $53.1K <0.01% +633 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 975 $52.4K 0.05% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 800 $43K 0.01% 0 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 747 $40.2K <0.01% -5 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 743 $39.9K <0.01% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 626 $33.6K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 556 $29.9K <0.01% +41 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 537 $28.9K <0.01% -669 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 520 $28.4K <0.01% -376 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 475 $25.5K <0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 456 $24.5K <0.01% +1 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 440 $23.7K <0.01% +200 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 428 $23K <0.01% -789 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 428 $23K <0.01% +197 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 418 $22.5K 0.01% +34 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 409 $22.3K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 412 $22.1K <0.01% +126 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 401 $21.5K <0.01% -69 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 374 $20.1K <0.01% +27 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 355 $19K <0.01% +173 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 345 $18.5K <0.01% +258 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 326 $17.5K <0.01% -64 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 320 $17.2K 0.01% +81 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 306 $16.5K <0.01% -7 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 276 $14.8K <0.01% +134 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 258 $13.9K 0.01% +191 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 236 $12.7K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 211 $11.3K <0.01% -625 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 186 $10K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 179 $9.62K <0.01% -805 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 156 $8.39K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 144 $7.74K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 144 $7.74K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 131 $7.04K <0.01% +85 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 114 $6.14K <0.01% +10 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 111 $5.97K <0.01% +91 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 100 $5.38K <0.01% 0 13F-HR Timeline Group Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 92 $5.01K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 89 $4.79K <0.01% -29 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 74 $3.98K <0.01% +61 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 71 $3.82K <0.01% -11 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 60 $3.23K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 60 $3.07K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 55 $3K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 47 $2.53K <0.01% -4 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 45 $2.42K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 44 $2.37K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 43 $2.31K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 37 $1.99K <0.01% +25 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 36 $1.94K <0.01% -84 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 35 $1.88K <0.01% +10 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 33 $1.77K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 30 $1.59K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 26 $1.41K <0.01% +11 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 26 $1.4K <0.01% -20 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/ 26 $1.39K <0.01% -777 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 25 $1.34K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 22 $1.18K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 19 $1.02K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 15 $948 <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 17 $914 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 16 $860 <0.01% -8 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 16 $860 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 15 $806 <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 12 $645 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 11 $592 <0.01% -1 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10 $538 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10 $538 <0.01% +3 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $538 <0.01% -1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 9 $484 <0.01% -32 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 9 $483 <0.01% -1 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 8 $430 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $377 <0.01% +1 13F-HR Timeline Trust Co More: the full row for Trust Co 4 $216 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4 $216 <0.01% -16 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4 $215 <0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 2 $108 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $108 <0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 2 $108 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2 $83 <0.01% -59 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $54 <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $54 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $54 <0.01% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1 $54 <0.01% -2,461 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $42 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $3 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.