Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,040 $315K 0.01% -135 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 5,000 $313K 0.01% -15,000 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 5,000 $313K 0.03% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,986 $312K <0.01% new 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 4,793 $300K <0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,128 $300K <0.01% +3,612 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,586 $287K 0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,554 $285K <0.01% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,495 $281K 0.17% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,449 $278K 0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,353 $272K <0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 4,352 $272K <0.01% -10,823 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,342 $271K <0.01% new 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 4,200 $263K <0.01% -205,500 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,189 $262K <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,135 $259K 0.03% -254 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 4,118 $257K 0.02% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,092 $256K 0.01% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,978 $249K 0.02% -8,415 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,971 $248K <0.01% new 13F-HR/A Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,931 $246K <0.01% new 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,908 $244K 0.02% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,827 $239K 0.07% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,826 $239K 0.05% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,819 $239K <0.01% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,808 $238K <0.01% new 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 3,800 $238K <0.01% -2,450 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,739 $234K <0.01% new 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,673 $230K <0.01% new 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 3,666 $229K <0.01% new 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 3,400 $213K <0.01% new 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 3,269 $204K 0.1% new 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 3,245 $203K <0.01% new 13F-HR Timeline Group STG SECURITIES, LLC More: the full row for STG SECURITIES, LLC 3,206 $200K 0.22% 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,205 $200K <0.01% new 13F-HR/A Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 3,000 $188K 0.04% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,693 $168K <0.01% 0 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 2,419 $151K <0.01% 13F-HR/A Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,402 $150K 0.05% 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) 2,127 $133K <0.01% -3,782 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 2,000 $125K 0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,840 $115K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,647 $103K <0.01% +1,460 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,511 $94.5K 0.03% +1,000 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,500 $93.8K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,344 $84K <0.01% +344 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,298 $81.2K <0.01% -6,838 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,190 $74.4K <0.01% +342 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,100 $68.8K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,100 $68.8K <0.01% -32 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 986 $61.6K <0.01% +42 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 920 $57.5K <0.01% -110 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 854 $53.5K <0.01% +677 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 798 $49.9K <0.01% +19 13F-HR Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 770 $48.1K 0.02% 0 13F-HR/A Timeline Blume Capital Management, Inc. 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More: the full row for Optiver Holding B.V. 533 $33.3K <0.01% +362 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 521 $32.6K <0.01% +485 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 511 $31.9K 0.01% 0 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 507 $31.7K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 488 $30.5K <0.01% -559 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 468 $29.3K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. 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More: the full row for FEDERATED HERMES, INC. 289 $18.1K <0.01% new 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 286 $17.9K <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 222 $13.9K <0.01% new 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 220 $13.8K <0.01% -148 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 211 $13K <0.01% +11 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 206 $12.9K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 200 $12.5K 0.01% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 193 $12.1K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 190 $11.9K <0.01% +50 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 175 $10.9K <0.01% +15 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 118 $7.38K <0.01% +69 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 118 $7K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 100 $6.25K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 100 $6.25K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 100 $6.25K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 100 $6.25K <0.01% new 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 100 $6.25K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 90 $5.4K <0.01% +50 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 82 $5.13K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 80 $5K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 76 $4.75K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 74 $4.63K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 70 $4.38K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 67 $4.19K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 67 $4.19K <0.01% 0 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 55 $3.44K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 54 $3.38K <0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 50 $3.13K <0.01% new 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 50 $3.13K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 50 $3.13K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 41 $3K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 41 $2.56K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 40 $2.5K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 35 $2.19K <0.01% -7 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 30 $1.88K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 25 $1.56K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 19 $1.19K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 19 $1.19K <0.01% -8 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 17 $1K <0.01% +12 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 16 $1K <0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 13 $813 <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 10 $625 <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8 $501 <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6 $375 <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 5 $313 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3 $188 <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1 $63 <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1 $63 <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 10 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.