Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,537 $223K <0.01% +537 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,532 $222K 0.01% -104 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 1,526 $221K <0.01% -307 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,514 $219K <0.01% +576 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,469 $213K 0.01% 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,465 $212K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,451 $210K <0.01% +1,442 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 1,413 $205K 0.01% new 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 1,412 $204K 0.07% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,411 $204K 0.02% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,405 $203K <0.01% new 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,394 $202K 0.07% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,392 $202K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,384 $200K 0.15% -4,350 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,357 $197K 0.02% +791 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,263 $183K 0.02% +1,009 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,175 $170K 0.01% +188 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,174 $170K <0.01% +111 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,001 $145K 0.04% +1 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 933 $135K <0.01% +231 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 910 $132K 0.01% +697 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 870 $126K <0.01% -359 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 821 $119K <0.01% -47 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 800 $116K 0.01% -1,275 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 666 $96.5K <0.01% +19 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 647 $93.7K <0.01% +33 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 600 $86.9K <0.01% +200 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 567 $83.2K <0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 536 $77.6K <0.01% -3 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 444 $64K 0.03% -252 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 377 $54.6K <0.01% +74 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 363 $52K <0.01% -1 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 301 $43.6K <0.01% +181 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 302 $42K <0.01% new 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 274 $39.7K 0.01% 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 270 $39.1K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 270 $39.1K 0.03% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 260 $37.7K <0.01% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 258 $37.4K -4,003 Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 254 $36.8K <0.01% -26 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 247 $35.8K <0.01% new 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 233 $35.7K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 241 $34.9K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 232 $33K <0.01% +19 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 219 $31.7K 0.02% +14 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 204 $29.6K <0.01% +21 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 204 $29.5K <0.01% +10 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 200 $29K <0.01% -1,950 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 191 $27.7K <0.01% -13 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 178 $25.8K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 167 $25K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 170 $24.6K <0.01% +23 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 137 $19.8K <0.01% +131 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 130 $18.8K <0.01% -108 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 125 $18.1K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 117 $16.9K <0.01% -58 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 114 $16.5K <0.01% -14 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 108 $15.9K <0.01% +8 13F-HR Timeline Quarry LP More: the full row for Quarry LP 106 $15.4K <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 104 $15K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 103 $14.9K <0.01% +85 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 100 $14.5K <0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 100 $14.5K <0.01% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 91 $13.2K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 89 $12.9K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 79 $11.4K <0.01% +30 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 79 $11.4K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 75 $10.9K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 71 $10.3K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 67 $9.7K <0.01% +2 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 66 $9.55K <0.01% new 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 65 $9.41K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 65 $9.41K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 60 $8.69K <0.01% -8 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 60 $8.69K <0.01% +3 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 56 $8.11K <0.01% +40 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 55 $7.97K <0.01% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 53 $7.68K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 51 $7.41K <0.01% +34 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 51 $7.39K <0.01% +9 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 47 $6.81K <0.01% +17 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 45 $6.53K <0.01% +3 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 40 $5.79K <0.01% -13 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 38 $5.5K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 37 $5.36K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 37 $5.36K <0.01% +21 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 34 $4.92K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 32 $4.63K <0.01% +4 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 30 $4.34K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 28 $4.05K <0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 27 $3.91K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 27 $3.91K <0.01% +24 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 27 $3.91K <0.01% -3 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 17 $2.48K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 17 $2.46K <0.01% -5 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 16 $2.43K <0.01% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 16 $2.32K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 15 $2.17K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 15 $2.17K <0.01% -3 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 15 $2.17K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 14 $2.03K <0.01% +1 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 12 $1.74K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 11 $1.59K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 11 $1.59K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 11 $1.59K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 10 $1.45K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 9 $1.3K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 9 $1.3K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 8 $1.16K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $1.16K <0.01% +4 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7 $1.01K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 7 $1.01K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 10 $1K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 6 $869 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $869 <0.01% +1 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 5 $726 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $725 <0.01% -4 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 5 $725 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5 $724 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 5 $724 <0.01% 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4 $580 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 4 $579 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $435 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $435 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3 $434 <0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3 $434 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $290 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $290 <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 2 $290 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $223 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $145 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $145 <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1 $144 <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.