Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,406 $493K 0.01% -96 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 4,303 $482K <0.01% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,942 $464K <0.01% new 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 4,135 $463K <0.01% +867 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 4,131 $462K 0.06% +287 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 4,130 $462K 0.11% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,105 $459K 0.02% -55 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,050 $453K <0.01% 0 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 4,018 $450K 0.12% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,982 $446K <0.01% -94 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,862 $432K <0.01% +350 13F-HR Timeline Group Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 3,769 $422K 0.26% -3,602 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,647 $408K <0.01% +803 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 3,454 $387K <0.01% -127 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 3,393 $380K 0.12% -283 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,386 $379K 0.04% -430 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) 3,379 $378K 0.01% -1,713 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 3,175 $355K <0.01% -1,566 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 3,152 $353K <0.01% +109 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,138 $351K 0.03% -12 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,072 $344K <0.01% -457 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,066 $343K 0.01% -1,152 13F-HR Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 3,018 $338K -7,096 Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,017 $338K 0.05% +17 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 3,000 $336K <0.01% +200 13F-HR/A Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 2,976 $333K 0.04% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,924 $327K -133 Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,885 $323K <0.01% -243 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,843 $318K <0.01% -399 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,707 $303K <0.01% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,588 $290K 0.01% -71 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,545 $285K <0.01% 0 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2,805 $281K <0.01% +435 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 2,483 $278K <0.01% -49 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,466 $276K 0.03% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,453 $274K <0.01% -553 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 2,397 $268K <0.01% -182,013 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,383 $267K 0.01% -260 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,312 $259K <0.01% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,301 $257K 0.05% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,293 $257K 0.17% -140 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 2,250 $252K <0.01% new 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,249 $252K 0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,230 $250K <0.01% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,227 $249K 0.01% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,203 $247K 0.01% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,192 $245K 0.04% new 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 2,038 $228K <0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,002 $224K <0.01% -755 13F-HR Timeline Group China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 2,000 $224K 0.02% 0 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,991 $223K 0.16% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,950 $218K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,931 $216K <0.01% -713 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,934 $216K <0.01% -1,318 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 1,897 $212K <0.01% new 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,844 $206K 0.07% new 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,841 $206K 0.02% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,822 $204K <0.01% -507 13F-HR Timeline Group Jain Global LLC More: the full row for Jain Global LLC 1,803 $202K <0.01% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,703 $191K <0.01% -29 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,594 $178K <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,348 $151K <0.01% +479 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 1,266 $142K <0.01% +412 13F-HR/A Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,243 $139K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,156 $130K 0.01% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 1,000 $112K <0.01% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 851 $95.2K 0.01% +695 13F-HR/A Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 800 $89.5K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 730 $81.7K <0.01% +623 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 719 $80.5K <0.01% +343 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 685 $76.7K <0.01% -103 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 681 $76.2K <0.01% -227 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 607 $67.9K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 585 $65.5K <0.01% +224 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. 573 $64K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 564 $63.1K <0.01% +194 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 555 $62.1K <0.01% new 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 555 $62.1K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 527 $59K <0.01% +478 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 494 $55.3K 0.03% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 427 $47.8K <0.01% -251 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 381 $42.6K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 97 $42.6K <0.01% +97 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 359 $40K <0.01% +87 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 322 $36.4K <0.01% -63 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 306 $34.6K <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 279 $31.2K <0.01% +3 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 259 $29K 0.01% +246 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 179 $20K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 163 $18.2K <0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 162 $18.1K 0.01% +65 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 145 $16.2K 0.01% -76 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 142 $15.9K <0.01% -21 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 135 $15.1K <0.01% new 13F-HR/A Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 133 $14.9K 0.01% -204 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 110 $12.3K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 104 $11K <0.01% +24 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 97 $10.9K <0.01% -511 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 95 $10.6K <0.01% -186 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 90 $10.1K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 90 $10.1K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 83 $9.29K <0.01% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 82 $9.2K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 82 $9.18K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 82 $9.15K <0.01% +4 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 79 $8.84K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 77 $8.62K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 76 $8.51K <0.01% +26 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 59 $6.6K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 58 $6.49K <0.01% +7 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 51 $6K <0.01% -10 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 53 $5.93K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 48 $5.37K <0.01% +43 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 43 $4.81K <0.01% -2 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 43 $4.81K <0.01% -20 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 42 $4.7K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 40 $4.48K <0.01% +36 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 29 $3.25K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 27 $3.02K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 26 $2.91K <0.01% new 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 26 $2.87K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 25 $2.8K <0.01% +1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 22 $2.46K <0.01% +3 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 21 $2.35K <0.01% -53 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 20 $2.24K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 19 $2.13K <0.01% -5,120 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 18 $2.01K <0.01% +5 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 17 $1.9K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 16 $1.79K <0.01% -152 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 15 $1.68K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 11 $1.23K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 11 $1.23K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $1.01K <0.01% -9 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 9 $1.01K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7 $783 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $672 <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 6 $671 <0.01% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 5 $560 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $560 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4 $448 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $448 <0.01% +2 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $343 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $336 <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2 $224 <0.01% 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 2 $224 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2 $224 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $112 <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. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -6 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.