Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,124 $168K <0.01% -10,327 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 12,143 $167K 0.02% +8,509 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 12,023 $167K 0.01% new 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,010 $166K <0.01% -2,252 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 12,000 $166K 0.03% 0 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 11,881 $165K 0.01% -127,538 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 11,321 $157K <0.01% +1,019 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 11,309 $157K <0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,265 $156K <0.01% -20,846 13F-HR Timeline Group BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 11,034 $153K <0.01% -119,771 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 10,700 $148K 0.02% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,630 $147K <0.01% +630 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 10,417 $144K <0.01% new 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 10,359 $143K -17,711 Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 10,350 $143K 0.07% +350 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 10,113 $140K 0.08% new 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 10,000 $138K 0.05% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 10,000 $138K 0.05% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,866 $137K <0.01% +2,672 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 9,471 $131K 0.04% +7,338 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 9,296 $129K 0.09% -1,685 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 10,180 $112K 0.12% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,901 $109K <0.01% +5,446 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,331 $102K <0.01% +1,122 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,662 $92.3K 0.01% +256 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,175 $85.5K <0.01% +1,675 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,107 $85K <0.01% -2,450 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6,134 $85K 0.03% +67 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 5,893 $80K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,767 $79.6K 0.01% +1,292 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5,382 $74.5K <0.01% -170,000 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,649 $64.4K <0.01% +3,455 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 4,453 $61.7K <0.01% +2,374 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 4,436 $61.4K 0.05% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,276 $59.2K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,208 $58.3K <0.01% +209 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,200 $58.2K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,000 $55.4K <0.01% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,915 $54.2K <0.01% -900 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,909 $54.1K 0.01% +921 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,510 $49K <0.01% +254 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 3,400 $47.1K -88,244 Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,384 $46.9K <0.01% -3,601 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,297 $46K 0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,118 $43.2K 0.01% +2,534 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 2,611 $36.2K 0.03% 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,517 $34.9K <0.01% -60 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,171 $30.1K 0.02% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,022 $29.6K <0.01% +477 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2,105 $29.2K 0.01% -400 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,069 $25.2K <0.01% +1,635 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,754 $24.3K <0.01% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,709 $24K <0.01% 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,696 $24K <0.01% -2,695 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,495 $20.7K <0.01% -55 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,465 $20K 0.02% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,436 $19.9K <0.01% 0 13F-HR/A Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,399 $19.4K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,296 $17.9K 0.01% -564 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,291 $17.9K <0.01% +381 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,283 $17.8K <0.01% -5,437 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,257 $17.4K <0.01% +707 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,117 $15.5K <0.01% +301 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,043 $14.4K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 974 $13.5K <0.01% -201 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 946 $13.1K <0.01% +677 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 903 $12.5K <0.01% +850 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 901 $12.5K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 838 $11.6K <0.01% -68 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 800 $11.1K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 798 $11.1K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 760 $10.5K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 684 $9.47K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 621 $9K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ORG Partners LLC More: the full row for ORG Partners LLC 610 $8.42K <0.01% -8,861 13F-HR Timeline Sandia Investment Management LP More: the full row for Sandia Investment Management LP 500 $6.92K 0.02% -7,000 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 458 $6.34K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 444 $6.15K <0.01% +300 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 428 $5.93K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 405 $5.61K <0.01% +205 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 398 $5.51K <0.01% +198 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 388 $5.37K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 325 $5K <0.01% +285 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 335 $4.64K <0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 300 $4.16K <0.01% new 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 300 $4.16K <0.01% -35 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 291 $4.03K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 269 $3.73K <0.01% -23 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 263 $3.64K <0.01% -9 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 249 $3.45K <0.01% +32 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 199 $2.76K <0.01% +88 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 203 $2.42K <0.01% +171 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 171 $2.37K <0.01% new 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 170 $2.35K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 152 $2.11K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 150 $2.08K <0.01% new 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 110 $2K <0.01% +20 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 139 $1.92K <0.01% +36 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 117 $1.62K <0.01% -1 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 110 $1.52K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 106 $1.47K <0.01% +1 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 105 $1.45K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 100 $1.39K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 80 $1.11K <0.01% +32 13F-HR/A Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 67 $923 <0.01% +1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 58 $804 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 48 $665 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 45 $624 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 35 $483 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 31 $430 <0.01% -351 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 27 $374 <0.01% -2 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 25 $297 <0.01% -24 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 20 $277 <0.01% -17 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 18 $253 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 14 $194 <0.01% -2,206 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 14 $193 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 13 $181 <0.01% -59 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 13 $180 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7 $97 <0.01% -98 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3 $42 <0.01% -3 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1 $14 <0.01% 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 10 $0 0% -370 13F-HR Timeline Value filed as zero, left out of ratios. 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. TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 0 $0 0% -801 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -6 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.