HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 34,682 $376K 0.02% +6,172 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 34,170 $371K <0.01% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 33,999 $356K 0.01% +16,505 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 32,724 $355K 0.01% -6,507 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 32,317 $351K <0.01% -8,508 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 31,179 $338K 0.05% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 30,416 $330K 0.13% new 13F-HR/A Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 29,642 $322K <0.01% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 29,450 $320K 0.01% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 29,043 $315K 0.03% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 28,223 $306K 0.19% -202 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 28,089 $305K <0.01% 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 27,364 $297K 0.03% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 29,952 $296K <0.01% -900 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 27,184 $295K 0.07% +6,341 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 28,947 $294K <0.01% +4,156 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 26,891 $292K 0.02% +1,620 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 26,718 $290K <0.01% new 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 26,442 $287K 0.11% +2,589 13F-HR Timeline Group DDD Partners, LLC More: the full row for DDD Partners, LLC 25,970 $282K 0.03% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 25,641 $278K 0.02% +747 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 25,522 $277K <0.01% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 25,000 $271K 0.02% -25,000 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 24,959 $271K <0.01% +9,955 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 24,623 $267K 0.19% +20,314 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 24,513 $266K 0.03% -5,497 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 23,057 $250K <0.01% +57 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 23,044 $250K <0.01% +3,282 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 22,894 $248K 0.01% -110,475 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 22,516 $244K 0.31% +66 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 22,482 $244K 0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,394 $243K <0.01% +3,264 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 22,265 $242K 0.21% -955 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 22,208 $241K <0.01% +480 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 22,169 $241K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 22,000 $239K 0.01% -1,000 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 21,485 $233K 0.02% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 21,318 $231K 0.05% new 13F-HR Timeline Group Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 21,000 $228K 0.01% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 20,968 $228K <0.01% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 20,893 $227K 0.03% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 20,104 $218K 0.01% +2,625 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 20,000 $217K 0.09% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 19,343 $210K <0.01% +5,573 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 19,070 $207K <0.01% +797 13F-HR/A Timeline Group MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 18,751 $203K 0.03% 0 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 18,606 $202K <0.01% +7,474 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 18,292 $198K <0.01% +2,046 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 18,276 $198K <0.01% +237 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 18,131 $197K 0.02% +7,931 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 17,679 $192K <0.01% +13,651 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 17,597 $191K 0.04% -946 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 17,300 $188K 0.01% +8,000 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 16,784 $182K 0.02% -33,446 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 16,765 $181K 0.03% new 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 16,635 $180K 0.08% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 16,325 $177K 0.11% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 16,216 $176K <0.01% +6,210 13F-HR Timeline Group Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 13,162 $175K 0.11% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 16,000 $174K 0.01% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 15,866 $172K 0.01% +1,770 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 15,857 $172K 0.28% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 15,434 $167K 0.01% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 15,100 $164K 0.04% 0 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 37,820 $163K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 14,981 $163K <0.01% +2,848 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 15,000 $163K 0.03% 0 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 14,865 $161K 0.06% +1,340 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14,536 $158K 0.01% +686 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 14,333 $156K 0.02% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 14,300 $155K 0.01% new 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 14,105 $153K <0.01% new 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 14,020 $152K 0.02% -2,000 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 13,950 $151K 0.13% -154 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 13,821 $150K 0.05% +2,314 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 13,755 $149K 0.01% +2,950 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 13,668 $148K 0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 13,683 $148K <0.01% -5,377 13F-HR Timeline Group GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 13,539 $147K 0.02% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,529 $147K <0.01% +655 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 13,479 $146K <0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 14,245 $144K 0.01% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 13,238 $144K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,073 $142K <0.01% +8,176 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 13,046 $142K 0.03% -1,500 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 13,000 $141K 0.03% -3,000 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 13,107 $141K <0.01% -11,257 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,832 $139K 0.01% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 12,594 $137K 0.02% +721 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 12,536 $136K <0.01% +695 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,446 $135K <0.01% new 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 12,421 $135K <0.01% +2,283 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 12,302 $133K <0.01% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,015 $130K <0.01% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,993 $130K <0.01% -9,017 13F-HR Timeline Group WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 11,955 $130K 0.02% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,900 $129K 0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 11,885 $129K 0.07% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,841 $128K <0.01% -1,551 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,755 $128K <0.01% +1,000 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,499 $125K 0.01% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 11,341 $123K 0.02% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 11,250 $122K 0.02% new 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 11,250 $122K 0.12% +9,250 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11,010 $119K 0.01% +630 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 11,000 $119K <0.01% 0 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,893 $118K <0.01% +609 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 10,808 $117K 0.02% -35 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,692 $116K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,674 $116K <0.01% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 10,446 $113K 0.02% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,418 $113K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,258 $111K 0.01% -972 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,244 $111K <0.01% new 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 10,236 $111K 0.05% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,193 $111K <0.01% 0 13F-HR Timeline Group EMC Capital Management More: the full row for EMC Capital Management 10,000 $109K 0.06% +7,500 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 10,004 $109K 0.02% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 10,000 $108K 0.01% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 10,000 $108K 0.01% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 10,000 $108K 0.08% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 10,000 $108K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,511 $103K 0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9,260 $100K 0.01% +8,602 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 8,982 $97.5K 0.05% +2,000 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,958 $97.2K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,562 $93.7K <0.01% -283 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,575 $93K <0.01% +8,325 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,475 $92K <0.01% +786 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 8,200 $89K 0.02% -900 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 7,210 $78.2K 0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 6,614 $71.8K 0.01% +1,269 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 6,500 $70.5K 0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 5,882 $63K 0.03% new 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 5,000 $54.2K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,765 $51.7K <0.01% -236 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,668 $50.6K <0.01% +19 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,244 $46K <0.01% +920 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 4,000 $43.4K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,000 $43.4K 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. 3,980 $43K <0.01% new 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,622 $39.3K <0.01% +1,471 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,524 $38.2K <0.01% +1,106 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,375 $36.6K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,318 $36K <0.01% +1,702 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 3,000 $32.5K 0.03% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,946 $32K <0.01% +2,024 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,939 $31.9K <0.01% -638 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,938 $31.9K <0.01% -1,154 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,636 $28.6K <0.01% 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,576 $27.9K <0.01% +2,375 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,729 $26.6K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,452 $26.6K <0.01% +399 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,300 $25K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,150 $23.3K 0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 2,000 $22K <0.01% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,027 $22K <0.01% -518 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,971 $21.4K <0.01% +11 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,946 $21.1K <0.01% -14 13F-HR Timeline Group Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 1,944 $21.1K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,895 $20.6K <0.01% -1,420 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,845 $20K <0.01% -36 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,792 $19.4K 0.01% -300 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,736 $18.8K <0.01% +1,355 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,600 $17.4K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,500 $16.3K 0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,500 $16.3K 0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,470 $15.9K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,458 $15.8K <0.01% -1,189 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,318 $14.3K <0.01% +695 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,266 $13.7K <0.01% +800 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,260 $13.7K 0.01% +1,259 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,150 $12.5K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,150 $12.5K <0.01% +1,054 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,122 $12.2K <0.01% +134 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,095 $12K <0.01% 0 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 1,050 $11.4K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,027 $11.1K 0.01% 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,000 $10.8K <0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 1,000 $10.8K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,000 $10.8K 0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,000 $10.8K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,000 $10.8K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 993 $10.8K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,000 $10K <0.01% -104 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 865 $9.38K <0.01% +20 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 800 $8.68K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 750 $8.14K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 740 $8K <0.01% 0 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 720 $7.81K <0.01% +460 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 750 $7.41K <0.01% -2,027 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 680 $7.38K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 595 $6.23K <0.01% -123 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 575 $6K <0.01% +175 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 538 $5.84K <0.01% -60 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 525 $5.7K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 565 $5.58K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 500 $5.42K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 500 $5.42K <0.01% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 482 $5.23K <0.01% +444 13F-HR Timeline