Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 5,175 $395K 0.01% new 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 5,121 $391K 0.04% +844 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 5,113 $391K 0.05% +524 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,709 $360K 0.04% +1,219 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,623 $353K <0.01% +1,423 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 4,342 $332K 0.01% +1,447 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,306 $329K <0.01% +2,077 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,265 $326K 0.01% +1,472 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,103 $319K <0.01% +4,042 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,119 $315K 0.02% new 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 4,086 $312K 0.14% +1,362 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 4,017 $307K 0.14% -1,511 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,880 $296K 0.11% +1,293 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,591 $274K <0.01% +407 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 3,588 $274K <0.01% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,433 $262K <0.01% +3,266 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 3,383 $258K <0.01% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,372 $258K 0.01% +1,124 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,351 $256K <0.01% +1,112 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,300 $252K <0.01% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,285 $251K <0.01% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 3,096 $236K 0.69% +1,032 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,052 $233K <0.01% -34,248 13F-HR Timeline Group ANB BANK More: the full row for ANB BANK 3,033 $232K 0.1% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,986 $228K <0.01% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 2,871 $220K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,804 $214K 0.14% +1,635 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,797 $214K <0.01% new 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 2,769 $211K <0.01% new 13F-HR Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 2,764 $210K 0.01% new 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,744 $210K <0.01% new 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 2,561 $196K 0.08% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,963 $150K <0.01% +654 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,695 $129K <0.01% +420 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,431 $109K 0.02% +114 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,244 $107K <0.01% +429 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,275 $97.4K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,253 $95.7K <0.01% +491 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,243 $94.9K 0.01% +428 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,164 $88.9K <0.01% +1,136 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) 873 $66.7K <0.01% +463 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 831 $63K <0.01% +277 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 821 $62.5K 0.01% +165 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 808 $62K <0.01% +355 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 742 $56.7K <0.01% +357 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 742 $56.7K <0.01% +741 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 697 $53.2K <0.01% -5,648 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 672 $51.3K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 622 $47K <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 596 $45.4K <0.01% +409 13F-HR/A Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 590 $45.1K <0.01% new 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 524 $40K <0.01% -6,700 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 450 $34.4K 0.02% +150 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 447 $34.1K <0.01% +182 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 300 $22.9K <0.01% +100 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 244 $18.6K <0.01% +123 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 194 $14.8K <0.01% +166 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 192 $14.7K <0.01% +189 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 191 $14K <0.01% +64 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 181 $13.8K <0.01% +72 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 163 $12.4K <0.01% +54 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 163 $12.4K 0.01% +54 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 153 $11.7K <0.01% +51 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 148 $11.3K <0.01% +83 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 148 $11.3K <0.01% -77 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 144 $11K <0.01% new 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 132 $10.1K <0.01% +44 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 132 $10.1K <0.01% +44 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 127 $9.7K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 121 $9.24K <0.01% +13 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 116 $8.86K <0.01% +47 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 103 $7.87K <0.01% +34 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 100 $7.64K <0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 95 $7.26K <0.01% +33 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 91 $6.95K <0.01% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 67 $5K <0.01% +49 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 59 $4.51K <0.01% +19 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 59 $4.51K <0.01% +24 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 57 $4.35K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 55 $4.21K <0.01% +18 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 55 $4.18K <0.01% +19 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 53 $4.01K <0.01% +12 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 46 $3.51K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 39 $2.98K <0.01% +15 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 36 $2.75K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 33 $2.52K <0.01% +11 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 32 $2.48K <0.01% +11 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 20 $2.41K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 30 $2.29K <0.01% +15 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 27 $2.06K <0.01% +8 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 21 $2K <0.01% +7 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 25 $1.91K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 22 $1.68K <0.01% +7 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 15 $1.15K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13 $993 <0.01% +4 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 12 $917 <0.01% +4 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10 $764 <0.01% +5 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 10 $764 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 9 $688 <0.01% new 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 9 $687 <0.01% +7 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 7 $535 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $459 <0.01% +1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3 $251 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $230 <0.01% +1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $77 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $77 <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 1 $76 <0.01% new 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 1 $76 <0.01% -9,812 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $76 <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4 $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. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.