R Squared Ltd More: the full row for R Squared Ltd 26,019 $73.9K 0.03% -21,767 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 25,302 $72K 0.02% -38,903 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 25,192 $71.5K <0.01% 0 13F-HR Timeline Group Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 24,920 $70.8K 0.05% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 24,747 $70.3K <0.01% -269,487 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 24,697 $70.1K <0.01% -706 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 23,824 $67.7K <0.01% -5,536 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 23,753 $67.5K <0.01% +6,049 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 22,950 $65.2K <0.01% -1,229,271 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 22,828 $64.8K 0.01% +1,060 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 28,118 $64.1K 0.03% -187 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 22,183 $63K 0.02% -5,536 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,991 $62.5K <0.01% +573 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 22,024 $62.3K 0.01% -1,942 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 21,419 $60.8K <0.01% +6,495 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 21,120 $60K <0.01% -516 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 21,066 $59.8K 0.01% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 21,000 $59.6K <0.01% 0 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 20,957 $59.5K <0.01% +1,640 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 20,852 $59.2K 0.03% 13F-HR/A Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 20,791 $59K 0.01% -3,297 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 20,140 $57.2K <0.01% -296 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,985 $56.8K <0.01% new 13F-HR Timeline Group Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 19,680 $55.9K 0.03% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 19,668 $55.9K <0.01% -9,834 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 19,029 $54K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 18,436 $53.8K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 18,163 $52.5K <0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 18,265 $51.9K <0.01% new 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 17,712 $50.3K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 17,707 $50.3K <0.01% -1,703,737 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 16,759 $47.6K <0.01% +1,846 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 16,756 $47.6K <0.01% +3,602 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 16,144 $45.8K <0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 16,136 $45.8K <0.01% -459 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 16,136 $45.8K 0.02% 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 15,843 $45K 0.01% -947 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 15,732 $44.7K <0.01% +5,140 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 15,682 $44.5K 0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 15,555 $44.5K <0.01% +232 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 15,645 $44.4K 0.01% 13F-HR Timeline Group Jain Global LLC More: the full row for Jain Global LLC 15,537 $44.1K <0.01% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 15,406 $43.8K 0.01% +906 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 15,343 $43.6K 0.01% -346 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 15,292 $43.4K 0.02% -1,721 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 14,811 $42.1K <0.01% +4,458 13F-HR Timeline Group Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 14,377 $40.8K 0.09% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 14,479 $40.6K 0.01% +531 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 14,259 $40.5K <0.01% +3 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 13,953 $39.6K <0.01% -2,225 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 13,782 $39.1K <0.01% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 13,501 $38.3K <0.01% new 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 13,446 $38.2K 0.03% +1,060 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 13,400 $38.1K <0.01% -15,808 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 13,258 $37.7K 0.01% +2,917 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 13,256 $37.6K <0.01% -418 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,995 $36.9K <0.01% +422 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 12,964 $36.8K <0.01% +2,763 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 12,476 $35.4K 0.01% +2,228 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 12,269 $34.8K <0.01% new 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 12,110 $34.4K 0.01% 0 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 12,072 $34.3K 0.03% 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 12,000 $34.1K <0.01% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 11,738 $33.3K 0.03% -261 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,899 $31K <0.01% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 10,747 $30.5K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 10,710 $30.4K <0.01% +7,618 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 10,472 $29.7K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 10,309 $29.3K 0.01% new 13F-HR/A Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 10,204 $29.2K <0.01% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 10,157 $28.8K <0.01% new 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,045 $28.5K <0.01% new 13F-HR/A Timeline Reflection Asset Management More: the full row for Reflection Asset Management 8,319 $23.9K 0.02% 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 6,931 $19.7K <0.01% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 6,064 $17.2K <0.01% +5,340 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,368 $15.2K <0.01% -8,903 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,773 $13.6K <0.01% +688 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,052 $11.5K <0.01% -477 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,989 $11.4K <0.01% -674 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,681 $10.5K <0.01% +3,497 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 3,441 $9.77K 0.01% 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,433 $9.75K <0.01% +309 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,159 $8.97K <0.01% +274 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,126 $8.88K <0.01% 0 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 0 $7.61K <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios. MAI Capital Management More: the full row for MAI Capital Management 2,654 $7.54K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,436 $6.92K <0.01% new 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,356 $6.69K <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 2,085 $5.92K <0.01% 0 13F-HR/A Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,978 $5.62K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,804 $5.12K <0.01% +810 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,800 $5.11K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,516 $4.3K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,131 $3.21K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,086 $3.08K <0.01% 0 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 575 $1.63K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 528 $1.5K <0.01% +2 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 461 $1.31K <0.01% -717 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 389 $1.1K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 382 $1.08K <0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 378 $1.07K <0.01% -532 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 596 $1K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 295 $1K <0.01% -41 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trust Co More: the full row for Trust Co 326 $926 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 290 $824 <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 276 $784 <0.01% new 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 92 $262 <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 74 $211 <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 73 $207 <0.01% -15,220 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 32 $89 <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10 $28 <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 9 $25 <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1 $2 <0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.