IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,558 $106K <0.01% +4,970 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 11,499 $105K <0.01% new 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 11,397 $104K 0.05% new 13F-HR/A Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 11,385 $104K <0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,040 $101K <0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,936 $99.2K 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. 10,735 $98K <0.01% new 13F-HR Timeline Group CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 10,736 $97.6K 0.09% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 10,665 $97.4K 0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,495 $95.8K <0.01% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 10,100 $92.2K 0.01% new 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 10,000 $91.3K 0.06% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 10,000 $91.3K 0.06% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,071 $82.8K 0.01% +3,982 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8,900 $81.3K 0.01% +8,400 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,369 $76.4K 0.01% +1,894 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 8,700 $74.6K 0.1% +1,000 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 8,106 $74K 0.06% -22,653 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 7,688 $70.2K 0.05% 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 7,611 $69.5K <0.01% -247 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. 7,122 $65K <0.01% +192 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 6,181 $56.4K <0.01% -1,575 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,571 $41.7K <0.01% -4,856 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,400 $40.2K <0.01% +4,200 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,915 $35.7K <0.01% -5,234 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,529 $32K 0.02% -3,363 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,216 $29.4K 0.01% +2,833 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,044 $27.8K <0.01% +464 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2,716 $24.8K 0.01% +2,404 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,674 $24.4K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,468 $22.5K <0.01% -740,682 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,460 $22.5K <0.01% -924 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,318 $21.2K <0.01% +2,312 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,312 $21.1K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,270 $20.7K <0.01% -4,642 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 2,215 $20.2K 0.01% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,200 $20.1K <0.01% -7,325 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,105 $19.2K <0.01% +1,410 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,092 $19.1K <0.01% +734 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,092 $19.1K <0.01% +2,024 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,072 $18.9K <0.01% +1,861 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,868 $17.1K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,769 $16.2K 0.01% +4 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,659 $15.1K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,574 $14.4K 0.01% -40,329 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,467 $13.4K <0.01% -15,786 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 1,408 $12.9K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,405 $12.8K <0.01% +748 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,315 $12K <0.01% +734 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,302 $11.9K <0.01% +714 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 1,285 $11.7K <0.01% -1,336,505 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,214 $11.1K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,255 $11K <0.01% -1,868 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,077 $9.83K <0.01% -638 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,014 $9.26K <0.01% -22 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,000 $9.13K <0.01% -3,602 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,000 $9.13K <0.01% +948 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 982 $8.97K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 974 $8.89K <0.01% +539 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 938 $8.56K 0.01% +160 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 867 $7.92K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 752 $6.87K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 750 $6.85K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 662 $6.04K <0.01% +626 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 738 $6K <0.01% -631 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 642 $6K <0.01% -17,128 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 529 $5.23K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 570 $5.21K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 525 $4.79K <0.01% +93 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 500 $4.57K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 485 $4.43K <0.01% -99 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 541 $4K <0.01% -452 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 435 $3.97K <0.01% +81 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 435 $3.97K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 428 $3.91K <0.01% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 425 $3.88K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 395 $3.61K <0.01% +330 13F-HR/A Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 378 $3.45K <0.01% new 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 377 $3.44K <0.01% -935 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 350 $3.2K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 346 $3K <0.01% +200 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 300 $2.74K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 293 $2.67K <0.01% +275 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 292 $2.67K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 268 $2.43K <0.01% -130 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 264 $2.41K <0.01% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 247 $2.25K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 244 $2.23K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 238 $2.17K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 226 $2.06K <0.01% +187 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 252 $2K <0.01% +142 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 178 $1.91K <0.01% -697 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 216 $1.88K <0.01% +135 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 200 $1.83K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 200 $1.74K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 190 $1.74K <0.01% -105 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 190 $1.74K <0.01% +156 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 170 $1.55K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 150 $1.37K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 138 $1.26K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 124 $1.13K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 60 $1K <0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 102 $931 <0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 100 $913 <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $913 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 98 $895 <0.01% -44 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 95 $868 <0.01% new 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 88 $804 <0.01% new 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 69 $630 <0.01% +13 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 57 $521 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 52 $475 <0.01% +23 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 49 $447 <0.01% -24 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 47 $430 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 47 $430 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 45 $411 <0.01% +30 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 45 $411 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 39 $356 <0.01% +9 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 38 $347 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 24 $219 <0.01% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 23 $210 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 18 $168 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 14 $128 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 10 $92 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7 $64 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 6 $55 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4 $37 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3 $28 <0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2 $19 <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2 $19 <0.01% 0 13F-HR Timeline