Creative Planning in group Creative Planning More: the full row for Creative Planning 9,286 $550K <0.01% -1,747 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 9,285 $550K <0.01% +51 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 9,195 $544K <0.01% +5,546 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 9,060 $536K 0.11% -26 13F-HR/A Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 8,989 $532K <0.01% new 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 8,635 $511K 0.11% -1,500 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 7,784 $507K 0.12% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 8,500 $506K 0.28% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,529 $505K 0.02% -21,377 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 8,488 $503K 0.36% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,411 $498K 0.01% +2,274 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,367 $495K <0.01% +5,230 13F-HR Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 7,963 $472K <0.01% +209 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 7,805 $465K 0.01% +378 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,810 $462K <0.01% +163 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,782 $461K <0.01% -1,626 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,656 $453K <0.01% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,676 $431K 0.04% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 7,178 $425K 0.11% +6,856 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,035 $417K <0.01% -279 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,007 $415K <0.01% +1,131 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 6,150 $414K <0.01% -82 13F-HR Timeline Washington Harbour Partners LP More: the full row for Washington Harbour Partners LP 6,900 $409K 1.16% -7,000 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 6,764 $400K 0.19% -2,728 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 4,220 $396K <0.01% -25,560 13F-HR Timeline Group Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 6,658 $394K 0.03% +3,061 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 6,653 $394K 0.01% -25,024 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 6,505 $385K <0.01% new 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 6,349 $376K 0.14% -49,785 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,196 $367K <0.01% -2,064 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,145 $364K <0.01% +451 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 6,025 $357K -3,244 Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 6,023 $357K <0.01% -2,341 13F-HR Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 5,854 $347K 0.03% 0 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 5,745 $340K 0.06% new 13F-HR Timeline Aubrey Capital Management Ltd More: the full row for Aubrey Capital Management Ltd 5,690 $338K 0.14% new 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 5,600 $332K <0.01% -61,100 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,415 $321K <0.01% +926 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 5,345 $316K <0.01% +91 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 5,198 $308K 0.08% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 5,135 $304K 0.07% 0 13F-HR/A Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,106 $302K <0.01% +128 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,076 $301K 0.01% new 13F-HR Timeline Group LVZ, Inc. More: the full row for LVZ, Inc. 5,052 $299K 0.04% +616 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,028 $298K <0.01% +898 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,874 $289K 0.01% new 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,859 $288K <0.01% -40,267 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,711 $279K <0.01% 0 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 4,711 $279K 0.15% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 4,644 $275K <0.01% -714 13F-HR Timeline Group ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 4,564 $270K 0.13% 0 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) 4,466 $264K 0.01% -1,474 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,445 $263K <0.01% +186 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 4,400 $261K 0.01% 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,310 $255K 0.03% +3,742 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 4,322 $255K 0.01% new 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,218 $250K 0.04% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,166 $247K <0.01% -1,600 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,832 $227K 0.04% -108 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 3,703 $219K 0.08% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,639 $215K <0.01% +433 13F-HR Timeline Group Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 3,571 $211K 0.03% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,532 $209K 0.01% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,494 $207K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,153 $187K <0.01% +888 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 2,521 $149K <0.01% -61,914 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,467 $146K 0.07% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,389 $141K 0.01% -30,086 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,056 $122K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,889 $112K <0.01% +21 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,866 $110K <0.01% -305 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,856 $110K <0.01% +344 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,592 $94.3K 0.04% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,517 $89.8K <0.01% +1,024 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,156 $68.4K <0.01% +418 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,124 $66.6K 0.01% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,119 $66K <0.01% -1,334 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,038 $61.5K <0.01% +723 13F-HR/A Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,000 $59.2K 0.04% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 959 $56.8K <0.01% +264 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 773 $45.9K <0.01% +537 13F-HR/A Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 751 $44K <0.01% -79 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 728 $43.1K <0.01% -12,654 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 714 $42.3K 0.01% -4,525 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 697 $41K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 679 $41K 0.03% +163 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 666 $39.4K 0.02% +124 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 610 $36.1K <0.01% +236 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 553 $32.7K <0.01% +263 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 552 $32.7K <0.01% +523 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 552 $32.7K <0.01% +389 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 459 $27.2K <0.01% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 415 $25K <0.01% -316 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 393 $23.3K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 310 $18.4K <0.01% +296 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 297 $17.6K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 296 $17.5K 0.01% +90 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 281 $16.6K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 236 $14K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 234 $13.9K <0.01% -34 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 220 $13K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 199 $11.8K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 195 $11.5K <0.01% +92 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 125 $11.5K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 182 $10.8K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 172 $10.2K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 165 $9.77K <0.01% +76 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 154 $9.12K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 153 $9.06K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 150 $8.88K <0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 133 $7.88K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 119 $7.05K <0.01% -198 13F-HR Timeline Group DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 104 $6.16K <0.01% -345 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 95 $6K <0.01% +35 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 86 $5.09K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 85 $5.03K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 80 $4.74K <0.01% -230 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 74 $4.38K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 71 $4.2K <0.01% -1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 67 $3.97K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 53 $3.14K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 51 $3.02K <0.01% -7,703 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 48 $3K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 48 $2.84K <0.01% +6 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 36 $2.13K <0.01% -106 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 34 $2.01K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 34 $2.01K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 30 $1.79K <0.01% -3 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 27 $1.6K <0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 25 $1.48K <0.01% -423 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 21 $1.24K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 21 $1.24K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 19 $1.12K <0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 18 $1.07K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 19 $1K <0.01% -39 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 15 $889 <0.01% -2 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 14 $829 <0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 14 $829 -2,962 Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 13 $770 <0.01% +8 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11 $651 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $297 <0.01% new 13F-HR Timeline Group Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $178 <0.01% 0 13F-HR Timeline Distillate Capital Partners LLC More: the full row for Distillate Capital Partners LLC 2 $118 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2 $118 <0.01% -8 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1 $84 <0.01% new 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $60 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $59 <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5 $0 0% 0 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 -21 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.