Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 901 $221K 0.02% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 897 $220K <0.01% -52,241 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 892 $219K 0.04% new 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 868 $213K 0.05% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 860 $211K 0.09% +180 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 855 $210K 0.02% new 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 853 $209K 0.02% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 849 $208K 0.06% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 840 $206K 0.01% new 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 840 $206K 0.21% -278 13F-HR/A Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 839 $206K 0.01% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 830 $203K 0.51% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 828 $203K 0.02% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 826 $202K 0.01% -359 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 823 $202K 0.01% new 13F-HR Timeline Group OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 800 $196K 0.04% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 751 $184K 0.03% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 722 $177K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 700 $172K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 695 $170K <0.01% -16 13F-HR/A Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 657 $161K 0.12% -55 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 645 $158K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 630 $154K 0.01% +467 13F-HR Timeline Group Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 622 $152K +451 Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 555 $136K 0.02% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 552 $135K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 531 $130K <0.01% +26 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 526 $129K <0.01% -513 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 459 $113K <0.01% -11 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 430 $105K 0.02% new 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 364 $89K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 362 $88.7K <0.01% +8 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 356 $87.3K <0.01% +285 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 300 $73.5K 0.05% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 255 $62K <0.01% +244 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 220 $53.9K <0.01% +54 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 220 $53.9K 0.02% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 204 $50K 0.02% 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 200 $49K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 198 $48.7K <0.01% -44 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 189 $46.3K 0.01% +122 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 186 $45.4K 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. 184 $45.1K <0.01% +123 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 178 $43.6K 0.03% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 169 $41.4K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 165 $40.4K <0.01% +8 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 160 $39.2K 0.02% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 150 $36.8K <0.01% +38 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 144 $35.2K <0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 143 $35K 0.02% -4 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 132 $32.4K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 119 $29K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 116 $28.4K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 112 $27.4K <0.01% -46 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 111 $27.3K 0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 102 $25K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 101 $24.8K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 100 $24.5K <0.01% +98 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 88 $21.6K <0.01% +28 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 84 $20.7K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 77 $18.9K 0.01% +7 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 76 $18.6K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 75 $18.4K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 75 $18.4K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 66 $17.4K <0.01% -5 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 70 $17K <0.01% +11 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 65 $16.5K <0.01% -9 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 58 $14.2K <0.01% +8 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 51 $12.5K <0.01% +7 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 50 $12.3K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 47 $11.5K <0.01% 0 13F-HR/A Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 44 $11.1K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 44 $10.8K <0.01% +1 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 42 $10.3K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 42 $10.3K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 41 $10K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 40 $9.8K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 37 $9.07K <0.01% +3 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 37 $9.07K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 37 $9.07K <0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 32 $7.84K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 29 $7.11K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 27 $6.62K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 26 $6.29K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 25 $6.13K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 22 $5.39K <0.01% -176 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 21 $5.15K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 14 $3.43K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 14 $3.43K <0.01% new 13F-HR/A Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 11 $2.7K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 11 $2.7K <0.01% -6 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 10 $2.45K <0.01% -2 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 9 $2.21K <0.01% +4 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 12 $2K <0.01% 0 13F-HR/A Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 8 $1.96K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 7 $1.72K <0.01% +3 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6 $1.47K <0.01% +5 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6 $1.47K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $1.47K <0.01% -5 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5 $1.23K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5 $1.23K <0.01% -98 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $1.23K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $982 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $755 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3 $736 <0.01% 0 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 3 $736 <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3 $736 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3 $735 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $735 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $735 <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $491 <0.01% -1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $246 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1 $246 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $245 <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1 $245 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $245 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $245 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $245 <0.01% new 13F-HR Timeline 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.