Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,814 $276K 0.05% new 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,794 $273K 0.05% -569 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,791 $273K 0.03% +83 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,729 $263K 0.01% new 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 1,700 $259K 0.17% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,674 $255K <0.01% -97 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,354 $253K <0.01% +11 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,657 $252K <0.01% +1,655 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,636 $249K <0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,610 $245K <0.01% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 1,606 $245K <0.01% -472 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,600 $244K 0.03% new 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,575 $240K 0.14% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,537 $234K <0.01% -1,479 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,516 $231K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,502 $229K 0.02% +485 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,540 $225K 0.01% -2,541 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 1,469 $224K 0.01% new 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 1,468 $224K 0.06% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,442 $220K <0.01% +785 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,401 $213K 0.02% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,380 $210K <0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,353 $206K <0.01% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,352 $206K 0.02% new 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 1,330 $203K <0.01% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,319 $201K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,298 $198K 0.01% +195 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,261 $192K 0.01% +398 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 1,239 $189K 0.03% -7,372 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,228 $187K <0.01% +66 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,095 $167K <0.01% -115,837 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 987 $150K 0.01% +213 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 904 $138K 0.01% +234 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 838 $128K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 809 $123K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 793 $121K 0.07% +124 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 746 $114K <0.01% +662 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 717 $109K <0.01% -262 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 684 $104K <0.01% +667 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 596 $90.7K <0.01% +24 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 570 $86.8K 0.01% +526 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 518 $78.9K <0.01% +98 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 460 $70K <0.01% new 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 470 $68.8K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 429 $65.3K 0.03% -101 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 407 $62K <0.01% -606 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 391 $59.5K <0.01% +39 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 365 $56K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 340 $51.8K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 333 $50.7K <0.01% +133 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 311 $47K <0.01% +273 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 303 $46.1K 0.02% -4,188 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 282 $42.9K <0.01% -6 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 265 $40.4K 0.06% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 262 $39.9K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 258 $39.2K 0.03% -2 13F-HR/A Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 250 $38.1K 0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 215 $32.7K <0.01% +200 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 202 $30.8K <0.01% -26,789 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 196 $29.8K <0.01% +191 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 195 $29.7K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 195 $29.7K <0.01% -4,474 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 169 $25.7K 0.02% -10 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 166 $25.3K 0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 161 $24.5K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 161 $24.5K <0.01% +23 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 159 $24.2K <0.01% -51 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 150 $22.8K <0.01% -4,102 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 146 $22.2K 0.01% +27 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 144 $21.9K 0.01% -67 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 120 $18.3K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 121 $18K <0.01% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 115 $16.8K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 100 $15.2K <0.01% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 100 $15.2K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 98 $14.9K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 91 $13.8K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 89 $13.6K <0.01% +26 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 85 $12.9K <0.01% -4 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 77 $11.7K <0.01% +12 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 74 $11.3K <0.01% +1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 66 $10.1K <0.01% +16 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 66 $10.1K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 65 $9.9K <0.01% +13 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 65 $9.9K <0.01% +21 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 55 $8.38K <0.01% +18 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 53 $8.07K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 52 $7.92K <0.01% -405 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 46 $6.85K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 43 $6.55K <0.01% -5 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 42 $6.42K <0.01% -10 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 41 $6.24K <0.01% new 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 40 $6.09K <0.01% 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 38 $5.79K <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. 37 $5.63K <0.01% new 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 37 $5.63K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 35 $5.35K <0.01% -5 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 35 $5.33K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 34 $5.1K <0.01% +2 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 29 $4.38K <0.01% 0 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 26 $3.96K <0.01% +23 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 25 $3.81K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 23 $3.5K <0.01% +7 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 23 $3.5K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 22 $3.35K <0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 21 $3.21K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 21 $3.21K <0.01% +3 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 21 $3.2K <0.01% +11 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 21 $3.2K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 18 $2.74K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 18 $2.74K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 17 $2.59K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15 $2.29K <0.01% +4 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 14 $2.13K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 14 $2.13K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 12 $1.83K <0.01% +7 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10 $1.52K <0.01% -15 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9 $1.37K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9 $1.37K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 9 $1.37K <0.01% 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 7 $1.11K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7 $1.07K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 7 $1.07K <0.01% +1 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 7 $1.07K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 7 $1.07K <0.01% +5 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7 $1.07K <0.01% -3,668 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 7 $1K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 6 $1K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6 $914 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $761 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5 $736 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4 $635 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4 $610 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3 $462 <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 3 $457 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $456 <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2 $305 <0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 2 $296 <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1 $153 <0.01% -1 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $153 <0.01% 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $153 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $152 <0.01% -8 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1 $152 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $152 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1 $152 <0.01% -1,306 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $21 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.