Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 11,000 $399K 0.05% 0 13F-HR/A Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 11,049 $398K 0.02% -21,025 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 11,013 $396K 0.01% +3,477 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 11,012 $396K 0.09% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 11,000 $396K 0.15% -500 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 10,780 $388K 0.22% 0 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 10,650 $383K 0.37% new 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 10,600 $381K 0.07% 0 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 10,527 $379K <0.01% +3,406 13F-HR Timeline Group Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 10,204 $367K 0.02% -1,084 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 10,000 $360K 0.14% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 10,000 $360K 0.03% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 9,885 $356K 0.02% -2,027 13F-HR/A Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 9,832 $354K 0.06% -9,171 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,696 $349K <0.01% +677 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 9,339 $336K 0.03% -2 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 9,289 $334K <0.01% +6,088 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 9,116 $328K 0.12% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 9,000 $324K 0.02% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,661 $312K <0.01% +114 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 8,600 $310K 0.06% +2,730 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 8,390 $308K 0.01% -6,520 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 8,560 $308K 0.05% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 8,382 $302K <0.01% -847 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,284 $298K 0.02% +500 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 8,076 $291K <0.01% +158 13F-HR/A Timeline Group Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 8,022 $289K 0.02% +22 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 7,782 $280K 0.01% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 7,706 $277K <0.01% +1,978 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,593 $273K <0.01% 0 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 7,398 $266K 0.07% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 7,393 $266K <0.01% -1,700 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 7,314 $263K 0.02% -926 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 7,221 $260K 0.01% +398 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 7,107 $256K 0.05% 0 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 7,107 $256K 0.05% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,084 $255K <0.01% -941 13F-HR Timeline Group Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 7,001 $252K 0.15% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 6,980 $251K <0.01% -148,165 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,811 $245K 0.01% +6,240 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,377 $230K 0.05% -680 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,285 $226K <0.01% new 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 6,172 $222K <0.01% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 6,100 $220K 0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 6,050 $218K 0.03% 0 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 6,020 $217K 0.04% -100 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,910 $213K 0.03% -14 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,900 $212K 0.01% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 5,850 $211K 0.01% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,734 $206K <0.01% -838 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,706 $205K 0.02% -252 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 5,603 $202K 0.02% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5,468 $197K <0.01% -1,775 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. 5,421 $195K <0.01% new 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,700 $169K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,485 $161K 0.01% -58 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,140 $149K <0.01% -2,887 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 4,095 $147K 0.1% -107 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,900 $140K 0.01% 0 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 3,724 $136K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3,506 $126K 0.04% +3,498 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 3,434 $124K 0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,148 $113K <0.01% -685 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,024 $108K 0.01% +2,200 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,880 $104K 0.04% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,385 $85.8K <0.01% +1,789 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,226 $81.7K 0.01% -190 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,265 $81.5K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,169 $78.1K <0.01% -723 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,164 $78K <0.01% +79 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,019 $72.7K 0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,027 $72K <0.01% -4,454 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 2,000 $72K 0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,600 $57.6K 0.04% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,507 $54.2K <0.01% -616 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,475 $54.2K <0.01% +40 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,497 $53.9K 0.01% +61 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. 1,357 $49K <0.01% new 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 1,338 $48.2K <0.01% +1,211 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,237 $44.5K <0.01% +573 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,015 $36.5K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,000 $36K 0.02% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 890 $32K <0.01% +1 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 862 $31K <0.01% +24 13F-HR/A Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 820 $30K <0.01% 0 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 700 $25.2K <0.01% +500 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 687 $24.7K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 632 $22.7K <0.01% +23 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 602 $21.7K <0.01% -104 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 570 $20.5K <0.01% new 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 507 $18.2K <0.01% -1,097 13F-HR/A Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 500 $18K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 500 $18K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 466 $17K <0.01% +144 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Truvestments Capital LLC More: the full row for Truvestments Capital LLC 460 $16.6K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 433 $15.6K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 415 $15K <0.01% +16 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 400 $14.4K <0.01% -22,750 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 392 $14.1K <0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 357 $12.8K <0.01% +212 13F-HR/A Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 353 $12.7K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 316 $11.4K <0.01% +35 13F-HR Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 318 $11K <0.01% -46 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 300 $10.8K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 385 $10.4K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 290 $10.4K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 280 $10.1K <0.01% +20 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 273 $10K 0.01% +265 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 270 $9.72K 0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 270 $9.72K 0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 230 $8.27K <0.01% -332 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 212 $7.63K <0.01% +38 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 202 $7.27K <0.01% +136 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 200 $7.2K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 200 $7.2K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 196 $7.05K <0.01% +138 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 180 $6.48K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 170 $6.12K <0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 170 $6K <0.01% -1,787 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 166 $5.97K <0.01% +6 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 164 $5.9K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 160 $5.76K <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 135 $4.86K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 132 $4.75K <0.01% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 132 $4.75K <0.01% +81 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 107 $3.85K <0.01% +16 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 107 $3.85K <0.01% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 100 $3.79K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 101 $3.63K <0.01% +32 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 100 $3.6K <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 100 $3.6K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 76 $3K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 83 $2.99K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 80 $2.88K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 69 $2.48K <0.01% -48 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 50 $1.8K <0.01% -23,967 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 50 $1.8K <0.01% 0 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 48 $1.73K <0.01% +13 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 48 $1.73K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 45 $1.62K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 28 $1.01K <0.01% +5 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 28 $1.01K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 21 $756 <0.01% -202 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 18 $648 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 17 $612 <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 16 $576 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 7 $252 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $216 <0.01% -5 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 3 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. 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. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.