BXM Wealth LLC More: the full row for BXM Wealth LLC 14,815 $130K 0.07% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 14,774 $129K 0.02% +2,142 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 14,759 $129K <0.01% -936 13F-HR Timeline Group T3 Companies, LLC in group T3 Companies, LLC More: the full row for T3 Companies, LLC 14,500 $127K 0.14% +2,900 13F-HR Timeline Group Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 14,459 $127K <0.01% +312 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 14,237 $125K 0.01% +1,037 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 13,879 $121K <0.01% -1,625 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 13,510 $118K 0.01% -3,512 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 13,378 $117K 0.05% +10,162 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 13,100 $115K 0.01% +3,000 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,095 $115K <0.01% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 13,041 $114K <0.01% new 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 12,884 $113K <0.01% -164 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 12,427 $109K 0.03% new 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 12,399 $108K 0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,024 $105K <0.01% -831 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 12,000 $105K 0.02% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,944 $105K <0.01% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 11,655 $102K <0.01% new 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 11,020 $102K 0.07% 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 11,499 $101K <0.01% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 11,542 $101K 0.05% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 11,431 $100K <0.01% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 11,385 $100K <0.01% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 11,336 $99.2K 0.03% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 11,336 $99.2K <0.01% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,251 $98.5K <0.01% -2,142 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 11,050 $96.7K 0.04% -2,570 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 11,031 $96.5K 0.09% new 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 10,966 $96K <0.01% 13F-HR/A Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 10,881 $95.2K 0.03% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 10,877 $95.2K <0.01% -11,068 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 10,743 $94K <0.01% -29,139 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 10,697 $93.6K <0.01% new 13F-HR/A Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,920 $93K 0.01% -16 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 10,550 $92.3K -13,222 Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 10,503 $91.9K 0.01% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 10,482 $91.7K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,424 $91.2K 0.01% +1,353 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,413 $91.1K <0.01% new 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 10,348 $90.5K <0.01% -387 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 10,338 $90.5K 0.01% new 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 10,250 $89.7K 0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,188 $89.1K <0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 10,185 $89.1K 0.01% -6,093 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 10,000 $87.5K 0.04% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 10,000 $87.5K 0.05% 0 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 10,000 $87.5K 0.03% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 9,594 $83.9K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,246 $80.9K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,524 $74.6K 0.01% +155 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 8,159 $71.4K <0.01% +4,244 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. 7,802 $68.3K <0.01% +680 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,431 $65K <0.01% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 6,845 $59.9K 0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6,061 $53K <0.01% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 6,000 $52.5K 0.03% new 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 5,492 $48.1K <0.01% -689 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 5,070 $44.4K 0.01% +4,880 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,795 $42K <0.01% +395 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,577 $40K <0.01% +2,485 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,032 $35.3K <0.01% +3,058 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,396 $30K <0.01% +3,050 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,271 $28.6K <0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,044 $26.6K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,898 $25K 0.01% -631 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,700 $24.4K 0.03% -6,000 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,784 $24.4K <0.01% +692 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,706 $23.7K <0.01% +601 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,517 $22K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,491 $21.8K <0.01% +1,950 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,460 $21.5K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,312 $20.2K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,200 $19.2K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,144 $18.8K <0.01% +1,277 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,070 $18.1K <0.01% +768 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,985 $17.4K <0.01% +518 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,991 $17.2K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,867 $16.3K <0.01% +1,432 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,667 $14.6K <0.01% +8 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,500 $13.1K <0.01% +1,000 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,478 $12.9K <0.01% +1,240 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,455 $12.7K <0.01% +885 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 1,227 $10.7K <0.01% 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,169 $10.4K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,184 $10K <0.01% -71 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 1,169 $10K <0.01% +917 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,100 $9.62K <0.01% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,080 $9.45K <0.01% +1,056 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,030 $9.01K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,026 $8.98K <0.01% -289 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,025 $8.97K <0.01% +11 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,020 $8.93K <0.01% +20 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,018 $8.91K 0.01% -751 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,000 $8.75K <0.01% -1,468 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 982 $8.59K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 876 $7.67K <0.01% -201 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 815 $7.13K <0.01% +153 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 752 $6.58K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 750 $6.56K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 686 $6K <0.01% +641 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 586 $5.13K <0.01% new 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 553 $4.84K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 530 $4.64K <0.01% +461 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 525 $4.59K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 516 $4.51K <0.01% -2,200 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 440 $4K <0.01% -202 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 428 $3.75K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 405 $3.54K <0.01% -1,000 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 393 $3.44K <0.01% +100 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 373 $3.26K <0.01% +81 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 333 $2.91K <0.01% +143 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 327 $2.86K <0.01% +83 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 303 $2.65K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 279 $2.44K <0.01% +191 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 264 $2.31K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 268 $2.28K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 257 $2.25K <0.01% -138 13F-HR/A Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 247 $2.16K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 225 $1.97K <0.01% new 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 219 $1.92K <0.01% -7,469 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 206 $1.8K <0.01% +111 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 205 $1.79K <0.01% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 200 $1.75K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 196 $1.72K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 163 $1.5K <0.01% -15 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 170 $1.49K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 169 $1.48K <0.01% -47 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 159 $1.39K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 153 $1.34K <0.01% +114 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 150 $1.31K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 148 $1.29K <0.01% +91 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 141 $1.23K <0.01% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 138 $1.21K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 116 $1.01K <0.01% +18 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 102 $893 <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 100 $875 <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 85 $744 <0.01% -2,130 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 70 $613 <0.01% -54 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 61 $533 <0.01% +12 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 57 $499 <0.01% +10 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 52 $455 <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 48 $420 <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 38 $332 <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 37 $324 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 32 $280 <0.01% +22 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 24 $210 <0.01% -202 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 20 $175 <0.01% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 15 $130 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 9 $79 <0.01% +3 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 9 $79 <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 7 $58 <0.01% -2,311 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4 $35 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3 $27 <0.01% -11 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3 $27 <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2 $19 <0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 0 $4 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 7 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.