Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,517 $360K 0.01% +222 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,403 $348K 0.01% +460 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 3,311 $338K 0.01% -443 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,300 $337K 0.01% 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,271 $334K <0.01% +57 13F-HR/A Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,255 $333K 0.01% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,220 $329K 0.09% +20 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,200 $327K <0.01% -8,115 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,152 $322K 0.02% -95 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,134 $321K <0.01% -2,413 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 3,054 $312K 0.04% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,049 $312K 0.03% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,042 $311K 0.01% +798 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,000 $307K 0.01% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,000 $307K 0.07% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 3,000 $307K 0.19% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,000 $306K 0.03% -45 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 2,985 $305K 0.07% -350 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 2,866 $293K 0.01% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,842 $290K 0.03% -2,231 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 2,780 $284K 0.13% new 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 2,714 $277K <0.01% +135 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 2,710 $277K 0.06% -922 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,650 $271K 0.03% -72,179 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,649 $271K <0.01% +423 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,616 $267K <0.01% -374 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 2,601 $266K 0.04% -8,520 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 2,571 $263K <0.01% -370 13F-HR/A Timeline Group Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 2,569 $262K 0.07% -3,878 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,546 $260K <0.01% +100 13F-HR/A Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,531 $259K 0.02% -241 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,527 $259K <0.01% -1,376 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,444 $250K 0.01% -650 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,430 $248K 0.04% +2,413 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 2,880 $245K 1.45% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,388 $244K 0.02% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,380 $243K 0.03% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,304 $235K 0.01% -4,005 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 2,300 $235K 0.13% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,261 $231K 0.01% -264 13F-HR Timeline Group ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 2,243 $229K <0.01% 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,207 $225K <0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,176 $222K 0.02% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,169 $222K <0.01% -135 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,159 $221K 0.03% new 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 2,147 $219K 0.04% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,021 $206K <0.01% -78 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,019 $206K 0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,012 $206K 0.12% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,003 $205K 0.17% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,989 $203K 0.01% 0 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,984 $203K 0.01% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,976 $201K 0.01% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,965 $201K 0.08% -922 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,841 $188K 0.01% -2,243 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,650 $169K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,571 $161K <0.01% -1,431 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,566 $160K <0.01% +116 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,473 $150K <0.01% +1,216 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,451 $148K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,422 $145K 0.1% +125 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,318 $135K <0.01% +391 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 447 $128K <0.01% +94 13F-HR Timeline Amount filed as zero, left out of ratios. JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,074 $110K <0.01% +225 13F-HR/A Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 979 $100K <0.01% -205 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 887 $90.6K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 857 $87.6K <0.01% +95 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 811 $82.9K <0.01% -14 13F-HR Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 795 $81.2K 0.03% 0 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 759 $77.5K 0.05% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 754 $77K <0.01% +444 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 718 $73.4K <0.01% -82 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 716 $73.2K <0.01% +36 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 707 $72.2K <0.01% -1,546 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 699 $71K <0.01% -14 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 626 $64K 0.04% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 623 $63.7K <0.01% -48 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 597 $61K 0.01% -5 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 596 $60.9K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 558 $57.1K <0.01% -48 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 420 $42.9K 0.01% new 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 411 $42K <0.01% -4,165 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 407 $41.6K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 399 $40.8K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 378 $38.6K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 375 $38.3K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 373 $38.1K 0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 426 $37.9K <0.01% +73 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 359 $36.7K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 342 $34.9K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 307 $31.4K <0.01% +214 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 304 $31.1K 0.01% -59 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 304 $31.1K 0.01% +72 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 300 $30.7K <0.01% 0 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 300 $30.7K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 281 $28.7K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 269 $27K <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 260 $26.6K <0.01% -105 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 247 $25.2K <0.01% 0 13F-HR/A Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 210 $21.5K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 201 $20.5K 0.01% +68 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 192 $19.6K <0.01% +33 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 157 $16.1K <0.01% -19 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 154 $15.7K <0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 140 $14.3K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 139 $14.2K <0.01% -14 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 115 $11.8K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 102 $10.4K <0.01% -1,847 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 89 $9.09K <0.01% -575 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 79 $8.07K <0.01% +14 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 78 $7.97K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 77 $7.87K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 74 $7.56K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 6 $7.15K 0.01% -76 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 64 $6.54K <0.01% -29 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 61 $6.23K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 59 $6.03K <0.01% +13 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 50 $5.11K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 49 $5.01K <0.01% -238 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 49 $5.01K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 47 $4.7K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 42 $4.29K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 40 $4.09K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 39 $3.98K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 38 $3.88K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 34 $3.47K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 30 $3K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 28 $2.86K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 25 $2.55K <0.01% -25 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 25 $2.55K <0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 23 $2.35K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 23 $2.35K <0.01% -69 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 20 $2.04K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 19 $1.94K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 17 $1.74K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 17 $1.74K <0.01% +12 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 15 $1.53K <0.01% -9 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 14 $1.43K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 13 $1.33K <0.01% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 10 $1.02K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 10 $1.02K <0.01% -141 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 18 $1K <0.01% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 9 $920 <0.01% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8 $818 <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 7 $715 <0.01% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 7 $715 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 7 $715 <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6 $614 <0.01% -68 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 5 $511 <0.01% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 3 $306 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $205 <0.01% -1 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -740 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 0 $0 0% -222 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.