Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,260 $203K <0.01% -106,824 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,158 $199K 0.02% +498 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,129 $198K 0.02% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,676 $181K <0.01% +153 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,188 $162K 0.01% +882 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,940 $152K 0.08% +162 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,688 $143K <0.01% +168 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3,681 $142K 0.03% +838 13F-HR/A Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,656 $141K <0.01% +1,157 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,500 $135K <0.01% 0 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 3,485 $135K 0.03% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,278 $127K <0.01% +182 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,265 $126K <0.01% +199 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 3,072 $119K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,900 $112K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,244 $86.7K 0.04% -4,357 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 2,220 $85.8K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,155 $83.3K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,115 $81.7K <0.01% +55 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,974 $76.3K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,713 $66.2K 0.02% +188 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,405 $54.8K <0.01% +524 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,405 $54.3K <0.01% -103 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,300 $50.2K <0.01% +36 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,099 $42.5K <0.01% +658 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,060 $41K 0.01% -31 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,001 $38.7K 0.01% +1 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 912 $35.2K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 832 $32.1K <0.01% +288 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 812 $32K <0.01% +461 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 799 $30.9K 0.01% 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 772 $29.8K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 756 $29.2K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 750 $29K <0.01% -1,836 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 677 $26.2K <0.01% +175 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 667 $25.8K <0.01% +35 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 603 $23K <0.01% -7 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 587 $22.7K <0.01% +39 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 567 $21.9K 0.01% 13F-HR/A Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 558 $21.6K <0.01% +129 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 534 $20.6K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 516 $19.9K 0.01% -197 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 513 $19.8K <0.01% -3,829 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 486 $18.8K 0.01% +422 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 683 $17.7K 0.34% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 436 $16.8K 0.01% new 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 434 $16.8K <0.01% -33,647 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 410 $15.8K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 394 $15.2K 0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 393 $15.2K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 340 $13.1K 0.01% -340 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 317 $12.2K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 296 $12K <0.01% -235 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 304 $11.7K <0.01% +19 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 280 $10.8K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 258 $9.97K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 253 $9.78K <0.01% +115 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 252 $9.74K <0.01% +166 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 250 $9.66K <0.01% -1 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 197 $9.1K 0.01% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 233 $9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 230 $8.88K <0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 225 $8.69K <0.01% +22 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 204 $7.88K <0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 201 $7.77K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 200 $7.73K <0.01% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 195 $7.54K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 178 $6.88K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 166 $6.41K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 149 $6K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 148 $6K <0.01% 0 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 141 $5.45K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 140 $5.41K <0.01% +38 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 131 $5.19K <0.01% -152 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 132 $5.1K <0.01% -58 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 129 $4.99K <0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 125 $4.83K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 109 $4.21K <0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 107 $4.13K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 106 $4.1K <0.01% -419 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 104 $4.02K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 104 $4.02K <0.01% +65 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 101 $3.9K <0.01% -35 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 100 $3.86K <0.01% +20 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 99 $3.83K <0.01% +11 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 98 $3.79K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 97 $3.75K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 91 $3.52K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 87 $3.36K <0.01% +47 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 12,000 $3.28K 0.32% -70,114 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 78 $3.01K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 73 $2.82K <0.01% +43 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 72 $2.78K <0.01% -54 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 68 $2.63K <0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 66 $2.55K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 64 $2.47K <0.01% +15 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 63 $2.43K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 52 $2.03K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 52 $2K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 50 $1.93K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 45 $1.74K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 41 $1.58K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 36 $1.39K <0.01% +15 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 36 $1.39K <0.01% +2 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 36 $1.39K <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 33 $1.27K <0.01% +14 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 32 $1.27K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 22 $850 <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 21 $811 <0.01% +17 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 20 $773 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 20 $773 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 16 $619 <0.01% +4 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 16 $619 <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 14 $541 <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 12 $464 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 9 $352 <0.01% 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 8 $309 <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5 $193 <0.01% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5 $193 <0.01% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3 $116 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $77 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1 $49 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $39 <0.01% -5 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1 $39 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 0 $7 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Abound Wealth Management More: the full row for Abound Wealth Management 0 $6 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. NFSG Corp More: the full row for NFSG Corp 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.