Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5,220 $339K 0.03% 0 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 5,213 $339K 0.27% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,162 $336K 0.01% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,120 $333K 0.01% -7 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,050 $328K <0.01% -689 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,048 $328K 0.03% -159 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,035 $327K <0.01% +2,005 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,000 $325K 0.02% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,958 $322K 0.05% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,894 $318K 0.1% -381 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,854 $316K 0.02% +150 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,843 $315K 0.02% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,839 $315K 0.01% 0 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,829 $314K 0.02% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,810 $313K 0.01% 0 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 4,795 $312K 0.01% -9,210 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 4,734 $308K 0.03% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 4,673 $304K 0.07% -69 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 4,630 $301K 0.2% -2,011 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,616 $300K 0.01% -9,950 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,600 $299K 0.01% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,565 $297K 0.07% -413 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,556 $296K 0.01% new 13F-HR Timeline Group Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 4,420 $291K 0.13% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 4,460 $290K 0.06% +101 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,418 $287K 0.01% +89 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 4,407 $286K 0.04% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,400 $286K 0.02% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,336 $282K 0.02% 0 13F-HR Timeline Group Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 4,333 $282K 0.17% +176 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,317 $281K 0.02% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,279 $279K <0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,275 $278K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,269 $278K 0.01% +4,097 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,197 $273K 0.03% 0 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 4,189 $272K <0.01% -22,743 13F-HR/A Timeline PFG Advisors More: the full row for PFG Advisors 4,105 $267K 0.01% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,033 $262K 0.01% +425 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 3,930 $255K 0.06% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,920 $255K <0.01% 0 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 3,877 $252K 0 Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,747 $251K 0.01% -159 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,775 $250K 0.01% -2 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,835 $249K <0.01% new 13F-HR Timeline Group Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 3,715 $241K 0.18% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,711 $241K 0.03% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,700 $241K 0.04% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,654 $238K 0.02% 0 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 3,650 $237K 0.14% 0 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 3,636 $236K 0.15% -866 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,596 $234K 0.1% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,551 $231K <0.01% -3,667 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,547 $231K 0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,781 $230K 0.03% 0 13F-HR/A Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 3,535 $230K 0.11% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,533 $230K 0.07% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,500 $228K <0.01% -500 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,496 $227K <0.01% 0 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 3,410 $222K 0.03% 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,351 $218K <0.01% 0 13F-HR Timeline Group Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 3,335 $217K 0.05% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,255 $212K 0.02% 0 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 3,199 $208K <0.01% -249 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,079 $205K 0.02% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,148 $205K 0.01% new 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 3,099 $201K 0.01% new 13F-HR Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 3,030 $197K 0.21% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2,698 $175K 0.05% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,645 $172K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,605 $169K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,545 $169K 0.03% +2,025 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,284 $148K 0.01% +1,142 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,247 $147K 0.05% -47 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,047 $133K <0.01% -333 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,876 $122K 0.02% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,863 $121K 0.01% +214 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,859 $121K <0.01% -141 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,775 $115K 0.02% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,761 $115K <0.01% +400 13F-HR Timeline Group TEACHERS RETIREMENT SYSTEM OF THE STATE… More: the full row for TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 1,644 $107K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 1,638 $106K 0.04% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,397 $90.8K <0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,250 $81.3K <0.01% new 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,167 $75.9K 0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1,155 $75.1K 0.03% -252 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,144 $74.3K 0.01% +1,018 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,043 $68K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,000 $65K 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 935 $61K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 935 $60.8K 0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 933 $60.7K 0.05% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 859 $55.8K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 697 $45K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 581 $37.8K 0.03% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 558 $36.3K 0.08% -239 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 536 $34.8K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 530 $34.5K 0.03% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 500 $32.5K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 500 $32.5K 0.02% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 499 $32.4K 0.02% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 485 $31.5K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 465 $30.2K 0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 463 $30.1K <0.01% -23,602 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 450 $29.3K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 386 $25.1K 0.01% 13F-HR Timeline MOTCO More: the full row for MOTCO 381 $24.8K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 360 $23.4K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 355 $23.1K <0.01% +62 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 315 $20.5K <0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 286 $18.6K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 250 $16.3K <0.01% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 232 $15.1K <0.01% +199 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 215 $14K <0.01% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 190 $12.4K <0.01% 0 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 182 $11.8K <0.01% -567 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 158 $10.3K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 157 $10.2K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 156 $10.1K <0.01% 0 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 150 $9.75K <0.01% 0 13F-HR Timeline Group ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 145 $9.43K <0.01% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 145 $9.43K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 144 $9.36K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 129 $8.39K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 117 $7.61K <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 95 $6.22K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 94 $6.11K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 90 $6K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 90 $5.85K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 81 $5.27K <0.01% +15 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 78 $5.07K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 77 $5.01K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 76 $4.96K <0.01% +11 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 73 $4.73K <0.01% -268 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 63 $4.1K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 61 $4K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 53 $3.45K <0.01% 0 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 43 $2.79K <0.01% -938 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 40 $2.6K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 32 $2.08K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 27 $1.73K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 25 $1.62K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 21 $1.36K <0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 11 $715 <0.01% -2 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 6 $390 <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1 $65 <0.01% new 13F-HR Timeline