Net Worth Advisory Group More: the full row for Net Worth Advisory Group 8,551 $304K 0.07% new 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 8,500 $302K <0.01% 0 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 8,401 $299K <0.01% -1,285 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 8,048 $286K <0.01% +607 13F-HR/A Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 8,033 $286K <0.01% +519 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,917 $282K <0.01% +80 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,777 $277K <0.01% +242 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 7,687 $274K <0.01% +202 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 7,634 $272K <0.01% +1,381 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,497 $267K <0.01% +850 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 7,400 $263K 0.01% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 7,100 $253K 0.07% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 7,095 $252K <0.01% -81 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,976 $248K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 6,876 $245K 0.11% +5,534 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 6,779 $241K 0.01% new 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 6,625 $236K 0.01% -1,206 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 6,537 $233K 0.01% -24,316 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,468 $230K <0.01% -76 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,354 $226K <0.01% 0 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 6,121 $218K 0.11% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 5,961 $212K 0.01% -54,205 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,960 $212K 0.01% -283 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,808 $207K <0.01% -75 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 5,368 $191K 0.01% -152,381 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 5,307 $189K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,083 $181K <0.01% -61 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 4,802 $171K 0.02% +10 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,100 $146K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 3,770 $134K 0.01% 0 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 3,437 $122K 0.01% -1,318 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,247 $116K <0.01% -1,740 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,002 $107K <0.01% -41 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,965 $106K <0.01% +797 13F-HR/A Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,826 $101K <0.01% -344 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,679 $95.3K <0.01% +977 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,554 $90.9K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,347 $83.5K 0.01% -48 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,904 $67.8K <0.01% -273 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,847 $63.4K 0.01% -1,695 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,668 $59.3K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,619 $57.6K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,479 $52.6K <0.01% -6 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,429 $50.8K <0.01% -243 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,356 $48.2K <0.01% -1,132 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,311 $46.6K <0.01% +861 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,297 $46.1K <0.01% +450 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,200 $42.7K 0.01% 0 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 998 $36K <0.01% new 13F-HR Timeline Group Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 591 $21K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 568 $20.2K <0.01% +478 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 490 $17.4K 0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 422 $15K <0.01% -60 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 375 $13.3K <0.01% +211 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 371 $13K <0.01% +5 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 375 $12.9K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 361 $12.8K <0.01% +16 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 358 $12.7K <0.01% -115 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 320 $12.5K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 329 $11.7K <0.01% 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 316 $11.2K <0.01% -207 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 268 $9.54K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 253 $9K <0.01% +29 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 245 $8.79K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 240 $8.51K <0.01% -9 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 211 $7.51K <0.01% 0 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 203 $7.22K <0.01% -26 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 201 $7K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 175 $6.23K <0.01% +25 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 174 $6.19K <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 162 $5.76K <0.01% -110 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 146 $5.2K <0.01% +76 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 147 $5K <0.01% +3 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 130 $4.63K <0.01% 0 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 130 $4.62K <0.01% -131 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 130 $4.62K <0.01% +90 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 117 $4.16K <0.01% +37 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 128 $4K <0.01% +36 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $3.7K <0.01% -65 13F-HR Timeline Amount filed as zero, left out of ratios. MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 101 $3.59K <0.01% +4 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $3.56K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 98 $3.49K <0.01% -295 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 90 $3.2K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 65 $2.31K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 63 $2.24K <0.01% +12 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 60 $2.13K <0.01% -6 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 48 $1.71K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 44 $1.57K <0.01% +20 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 33 $1.17K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 24 $854 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 24 $854 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 15 $534 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 13 $463 <0.01% -2 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 12 $427 <0.01% -1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $321 <0.01% -7 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $249 <0.01% +5 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6 $214 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4 $143 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $107 <0.01% -1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $106 <0.01% +2 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2 $72 <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4 $0 0% +1 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.