IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 28,081 $459K 0.01% +1,739 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 25,184 $412K <0.01% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 25,123 $411K <0.01% -94,042 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 24,861 $406K 0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 24,475 $402K 0.01% +12,572 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 24,409 $399K 0.01% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 24,311 $397K 0.01% -418 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 23,868 $390K <0.01% -7,718 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 23,278 $381K <0.01% -60,323 13F-HR Timeline Group Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 23,003 $376K <0.01% -522 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 22,825 $373K <0.01% -2,958 13F-HR Timeline Group EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 22,763 $372K 0.02% -14,231 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 22,141 $362K 0.01% +11,976 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 22,112 $362K <0.01% +4,636 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 20,877 $341K <0.01% +1,331 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 20,778 $340K 0.03% new 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 20,400 $334K 0.05% +11,000 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 20,238 $331K 0.03% new 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 20,198 $330K 0.02% -138,156 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 20,158 $330K <0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 20,152 $329K <0.01% 13F-HR Timeline Group COBALT CAPITAL MANAGEMENT, INC. in group COBALT CAPITAL MANAGEMENT, IN… More: the full row for COBALT CAPITAL MANAGEMENT, INC. 20,000 $327K 0.14% new 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 19,440 $318K <0.01% -58,902 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 19,264 $315K 0.14% new 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 19,151 $313K 0.03% new 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 18,944 $310K <0.01% -2,357 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 18,714 $306K 0.08% +2,718 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 18,583 $304K 0.03% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 17,983 $294K 0.01% -354 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 16,887 $276K 0.02% -32,003 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 16,850 $276K <0.01% +1,700 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 16,630 $272K 0.02% -10,705 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 16,340 $267K <0.01% +1,433 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 16,242 $266K 0.02% +5,885 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 15,980 $261K 0.01% new 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 15,259 $249K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 15,188 $248K <0.01% -686 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 15,165 $248K 0.1% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 15,028 $246K <0.01% +500 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 14,755 $241K 0.08% 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 14,079 $230K 0.12% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 13,984 $229K <0.01% new 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 13,824 $226K 0.1% new 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 13,587 $222K 0.2% -10,557 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 13,571 $222K <0.01% 0 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 13,514 $221K <0.01% +640 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 13,343 $218K <0.01% -609,590 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 13,114 $214K <0.01% +528 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 13,000 $213K 0.01% -32,670 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 12,478 $204K <0.01% 0 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 12,200 $199K 0.08% new 13F-HR/A Timeline Group One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 12,000 $196K 2.31% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11,454 $187K <0.01% -25,403 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,375 $186K <0.01% new 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 11,351 $186K <0.01% 0 13F-HR Timeline Group Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 11,276 $184K 0.14% 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) 10,857 $178K <0.01% +7,526 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,807 $177K <0.01% -4,901 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 10,799 $177K 0.06% 13F-HR/A Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 10,620 $174K <0.01% -6,230 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 10,558 $173K <0.01% new 13F-HR Timeline Group PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 10,000 $164K 0.01% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 10,019 $164K 0.02% new 13F-HR Timeline Cruiser Capital Advisors, LLC More: the full row for Cruiser Capital Advisors, LLC 10,000 $164K 0.14% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 9,943 $163K <0.01% -9,711 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,772 $160K <0.01% +7,190 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 8,000 $131K 0.1% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,208 $118K <0.01% +4,536 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,020 $115K <0.01% 0 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 6,698 $110K 0.09% -6,458 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,363 $104K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 6,220 $102K 0.06% +4,095 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 6,150 $101K <0.01% +11 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 6,083 $99.5K 0.03% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 5,691 $93K 0.01% -712 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 5,249 $85.8K 0.01% +5 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,186 $84.8K <0.01% -124 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,892 $80K 0.01% +4,576 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,198 $69K <0.01% +279 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 4,202 $68.7K <0.01% -79 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 3,786 $61.9K <0.01% -479 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. 3,517 $58K <0.01% +915 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,540 $57.9K <0.01% +1,531 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,432 $56.1K <0.01% +1,919 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,380 $38.9K 0.01% +1,994 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,168 $35.4K <0.01% +389 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 2,153 $35.2K <0.01% +850 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,000 $32.7K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,949 $31.9K <0.01% +1,306 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,528 $25K 0.01% -97 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,526 $24.9K <0.01% -7,260 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,447 $23.7K <0.01% -362 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,321 $21.6K <0.01% +30 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,314 $21.5K <0.01% +410 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,312 $21.5K <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 1,192 $19.5K 0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,109 $18.1K <0.01% -1,164 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,014 $16.6K <0.01% -3,289 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 892 $15K 0.01% +495 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. 873 $14.1K <0.01% 0 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 816 $13.3K <0.01% +150 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 622 $10.2K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 613 $10K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 576 $9.42K <0.01% +343 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 541 $8.85K <0.01% -4,620 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 475 $7.77K <0.01% +45 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 468 $7.65K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 432 $7.06K <0.01% +119 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 405 $6.62K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 402 $6.57K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 400 $6.54K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 399 $6.52K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 332 $6.22K <0.01% +204 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 277 $6.04K <0.01% new 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 347 $6K <0.01% -59,979 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 361 $5.93K <0.01% +2 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 321 $5.25K <0.01% -104 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 316 $5.17K <0.01% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 309 $5.05K <0.01% -108 13F-HR/A Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 283 $4.63K <0.01% -395 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 259 $4.24K <0.01% +215 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 221 $3.61K <0.01% +71 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 214 $3.5K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 200 $3.27K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 174 $2.85K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 150 $2.45K <0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 127 $2.08K <0.01% +66 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 125 $2.04K <0.01% -3,698 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 116 $1.9K <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 107 $1.75K <0.01% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 80 $1.31K <0.01% -306 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 80 $1.31K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 70 $1K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 53 $867 <0.01% +4 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 46 $752 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 43 $703 <0.01% +32 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 40 $654 <0.01% +26 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 34 $556 <0.01% 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 31 $507 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 26 $427 <0.01% -30 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 17 $278 <0.01% -1,744 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15 $246 <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10 $164 <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 9 $148 <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 8 $131 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7 $117 <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4 $65 <0.01% -147 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 4 $61 <0.01% -1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3 $49 <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 3 $49 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $49 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $33 <0.01% new 13F-HR Timeline