Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 10,258 $166K 0.01% 0 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 10,140 $164K 0.27% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,048 $163K <0.01% -4,290 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 9,919 $161K <0.01% -5,208 13F-HR/A Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,911 $160K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,618 $156K 0.02% +72 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 6,554 $106K <0.01% +325 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 6,218 $101K 0.06% -6,312 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 5,436 $88K <0.01% -1,970 13F-HR Timeline Group Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 5,371 $87.1K 0.03% new 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 5,138 $83K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,642 $75K <0.01% +2,026 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 4,136 $67K 0.04% +3,168 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,275 $36.9K 0.01% +74 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 2,200 $35.7K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,892 $31.2K 0.01% -728 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,896 $30.8K <0.01% -1,420 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,501 $24K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,400 $22.7K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,356 $22K <0.01% +935 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,150 $18.7K <0.01% -387 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,079 $17.4K <0.01% +825 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 968 $15.7K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 950 $15.4K <0.01% new 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 834 $13.5K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 781 $12.7K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 406 $6.58K <0.01% +252 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 385 $6.24K <0.01% +29 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 310 $5.03K <0.01% +280 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 295 $4.79K <0.01% +107 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 295 $4.79K <0.01% +87 13F-HR/A Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 287 $4.66K <0.01% -350 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 283 $4.59K <0.01% +40 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 258 $4.18K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 242 $3.92K <0.01% +43 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 232 $3.76K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 227 $3.68K <0.01% +49 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 213 $3.46K <0.01% -227 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 156 $2.53K <0.01% +42 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 136 $2.19K <0.01% +128 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 129 $2.09K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 113 $1.83K <0.01% -8 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 111 $1.8K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 102 $1.66K <0.01% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $1.62K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 100 $1.62K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 84 $1.36K <0.01% new 13F-HR Timeline Group Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 69 $1.12K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 58 $941 <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 51 $828 <0.01% -13 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 46 $747 <0.01% +2 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 34 $551 <0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 33 $536 <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 33 $535 <0.01% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17 $276 <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 17 $276 <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 15 $244 <0.01% 0 13F-HR/A Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 10 $163 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 9 $127 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 5 $81 <0.01% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4 $65 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $16 <0.01% 0 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.