Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 5,698 $494K <0.01% +2,028 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 5,510 $478K 0.07% -974 13F-HR Timeline VOLORIDGE INVESTMENT MANAGEMENT, LLC More: the full row for VOLORIDGE INVESTMENT MANAGEMENT, LLC 5,424 $471K <0.01% -9,593 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,332 $463K 0.01% +7 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,313 $461K 0.01% +2,304 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 5,218 $453K <0.01% +332 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,132 $445K +819 Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,025 $436K <0.01% +311 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,000 $434K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,987 $433K <0.01% +189 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 4,956 $430K <0.01% +1,645 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 4,789 $415K 0.07% +129 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 4,630 $402K 0.01% +730 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,411 $383K 0.01% -199 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,279 $371K 0.01% +172 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 4,191 $364K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,157 $361K <0.01% +105 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 4,099 $356K 0.01% -9,468 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,888 $337K 0.01% +106 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,812 $331K 0.02% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 3,803 $330K <0.01% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,790 $329K <0.01% -81,906 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,712 $322K <0.01% -21 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 3,656 $317K 0.01% new 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 3,615 $314K 0.08% -1,076 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 3,574 $310K <0.01% 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,501 $304K <0.01% +532 13F-HR/A Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,496 $303K 0.01% -708 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 3,396 $295K <0.01% -1,012 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,389 $294K <0.01% -51 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,334 $289K 0.02% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,262 $283K <0.01% -204 13F-HR Timeline BANK OF NOVA SCOTIA TRUST CO in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA TRUST CO 3,258 $283K 0.02% -118 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,233 $280K <0.01% +73 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 3,210 $278K <0.01% 0 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 3,189 $277K <0.01% -82 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,100 $269K 0.05% 0 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 3,092 $268K <0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,049 $264K <0.01% new 13F-HR/A Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,028 $263K 0.04% +6 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 3,000 $260K 0.12% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,983 $259K 0.03% +633 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,927 $254K <0.01% new 13F-HR/A Timeline STRS OHIO More: the full row for STRS OHIO 2,800 $243K <0.01% +900 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,742 $238K 0.01% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,681 $233K <0.01% new 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,652 $230K <0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,642 $229K <0.01% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,480 $215K <0.01% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,426 $210K <0.01% -334 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 2,417 $210K <0.01% new 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 2,390 $207K 0.01% new 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,390 $207K 0.08% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,243 $203K <0.01% new 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) 2,154 $187K <0.01% -1,179 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,668 $145K 0.01% +46 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,633 $142K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,551 $135K <0.01% +163 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,478 $128K <0.01% +285 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,259 $109K <0.01% +949 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,239 $108K <0.01% -15 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,189 $103K <0.01% +237 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,126 $97.7K <0.01% -245 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,093 $94.8K <0.01% -7,573 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 865 $75K <0.01% +101 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 736 $63.8K <0.01% -17 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 679 $59.1K <0.01% +159 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 661 $57.3K 0.03% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 606 $53.8K <0.01% -96 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 609 $53.1K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 513 $45K 0.03% +56 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 499 $43.3K <0.01% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 490 $42.5K <0.01% +286 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 482 $41.8K <0.01% +219 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 464 $40.3K <0.01% new 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 455 $39.5K <0.01% -243 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 388 $33.7K <0.01% +34 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. 362 $31.4K <0.01% 0 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 357 $31K <0.01% +50 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 331 $28.7K <0.01% +34 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 286 $24.8K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 253 $22K 0.01% -1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 239 $20.7K <0.01% +1 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 234 $20.3K <0.01% -100 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 224 $19.3K <0.01% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 222 $19.3K <0.01% +60 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 198 $17.2K <0.01% +186 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 165 $14.3K <0.01% +109 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 159 $13.8K 0.01% +141 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 148 $12.8K <0.01% +6 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 130 $11.3K <0.01% +19 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 130 $11.3K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 122 $10.6K <0.01% +20 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 104 $9.02K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 103 $8.94K <0.01% -1 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 100 $8.72K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 100 $8.68K 0.01% +38 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 86 $7.46K <0.01% +29 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 83 $7.2K <0.01% +55 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 80 $6.94K <0.01% +53 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 74 $6.42K 0.01% -21 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 70 $6.07K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 63 $5.46K <0.01% -3 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 57 $4.95K <0.01% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 50 $4.41K <0.01% new 13F-HR Timeline Group JDM Financial Group LLC More: the full row for JDM Financial Group LLC 50 $4.34K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 49 $4.25K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 46 $3.99K <0.01% +4 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 43 $3.73K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 40 $3.47K <0.01% -13 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 38 $3.3K <0.01% +2 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 34 $2.95K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 33 $2.86K <0.01% -21 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 32 $2.78K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 32 $2.6K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 29 $2.52K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 28 $2.43K <0.01% 0 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 27 $2.34K <0.01% new 13F-HR/A Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 26 $2.26K <0.01% +17 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 25 $2.17K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 24 $2.08K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 24 $2.08K <0.01% +9 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 19 $1.65K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 16 $1.39K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 15 $1.3K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 12 $1.04K <0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 12 $1.04K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $1.04K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10 $868 <0.01% +2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $781 <0.01% +4 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 8 $694 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 8 $694 <0.01% -3 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 8 $694 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7 $607 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6 $521 <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 5 $434 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4 $347 <0.01% 0 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 3 $260 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $174 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $97 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $89 <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1 $87 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $87 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $87 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $87 <0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 0 $3 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.