Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 24,309 $284K 0.11% +7,848 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 23,199 $271K 0.01% +241 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 23,171 $270K 0.01% +136 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 22,879 $267K 0.01% -971 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 22,800 $266K <0.01% +9,039 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 22,369 $261K <0.01% +2,485 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 22,288 $260K <0.01% +1,387 13F-HR Timeline Vanderbilt University More: the full row for Vanderbilt University 21,643 $253K 0.05% +6,177 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) 21,022 $245K 0.01% +14,442 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 20,955 $245K <0.01% +1,759 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 20,796 $243K 0.01% -3,798 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 20,709 $242K 0.01% 0 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 19,898 $232K 0.02% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 19,865 $232K <0.01% +15,708 13F-HR Timeline Group Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 19,651 $231K 0.2% 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 19,470 $227K <0.01% -68,605 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 18,832 $220K <0.01% new 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 18,681 $218K <0.01% +5,075 13F-HR/A Timeline Group United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 18,139 $212K 0.02% -2,885 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 17,000 $206K <0.01% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 17,464 $204K <0.01% +79 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 17,371 $203K 0.04% +648 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 17,100 $200K <0.01% new 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 17,000 $198K 0.12% 0 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 15,903 $186K <0.01% +428 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 15,654 $183K <0.01% +4,078 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 15,273 $178K <0.01% 0 13F-HR Timeline Ilmarinen Mutual Pension Insurance Co More: the full row for Ilmarinen Mutual Pension Insurance Co 15,000 $175K <0.01% 0 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 14,777 $172K 0.06% +5,174 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 14,663 $172K 0.01% -208 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 14,270 $169K <0.01% +14 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14,129 $165K <0.01% 0 13F-HR Timeline Group State of New Jersey Common Pension Fund… in group State of New Jersey Common Pe… More: the full row for State of New Jersey Common Pension Fund D 13,980 $163K <0.01% -45,858 13F-HR Timeline Group BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 13,710 $160K 0.11% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,676 $160K 0.01% +460 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 13,569 $158K <0.01% -1,767 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 13,523 $158K 0.02% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 13,193 $154K <0.01% +13,189 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 13,117 $153K 0.01% new 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. 12,965 $151K <0.01% -361 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 12,904 $151K <0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,861 $150K <0.01% -3,169 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 12,341 $144K <0.01% -679 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 12,281 $143K <0.01% new 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 12,000 $140K 0.02% -7,410 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 11,520 $134K 0.02% new 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 11,297 $132K <0.01% -15,201 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 11,233 $131K 0.08% +2,744 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 11,154 $130K 0.02% -17,846 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 10,980 $130K <0.01% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 10,800 $126K <0.01% -8,170 13F-HR Timeline Group EMC Capital Management More: the full row for EMC Capital Management 10,648 $124K 0.07% -13,353 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 10,529 $123K <0.01% +218 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 10,378 $121K <0.01% new 13F-HR/A Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 10,226 $119K <0.01% -27 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,180 $119K <0.01% +246 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 9,974 $116K 0.01% -607 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 9,377 $109K 0.02% -4,470 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 8,942 $104K <0.01% -11,662 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,282 $96.7K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,149 $83.4K 0.01% +2,461 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,058 $82.4K <0.01% +913 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 7,009 $81.8K <0.01% +1,922 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 6,860 $80.1K 0.02% 0 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 6,778 $79.1K 0.05% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 6,685 $78K <0.01% -5,340 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,440 $75.2K <0.01% +1,202 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,986 $69.9K <0.01% +3,559 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,823 $68K 0.01% -2,857 13F-HR Timeline Security National Bank More: the full row for Security National Bank 5,109 $59.6K 0.01% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 4,379 $51.1K <0.01% +80 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 4,002 $46.7K <0.01% -315 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,916 $45.7K <0.01% +1,034 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,792 $44.9K <0.01% +1,872 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 3,725 $43.5K 0.03% +1 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,603 $42K 0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 3,301 $38.5K <0.01% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 3,000 $35K <0.01% +1,900 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,832 $33K <0.01% +2,640 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,810 $32.8K <0.01% +2,703 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,793 $32.6K 0.02% +2,280 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,753 $32.1K <0.01% +89 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,688 $31.4K <0.01% -7,124 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,466 $29K <0.01% +2,446 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arax Advisory Partners More: the full row for Arax Advisory Partners 1,922 $22.4K <0.01% +388 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,902 $22.2K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,661 $19.4K <0.01% +487 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,428 $16.7K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,344 $15.7K <0.01% +971 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,319 $15.4K <0.01% +860 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,000 $11.7K <0.01% +816 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,000 $11.7K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 973 $11.4K <0.01% +694 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 797 $9.3K <0.01% -2,008 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 761 $8.88K <0.01% -138 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 742 $8.66K <0.01% -267 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 720 $8.4K <0.01% +407 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 690 $8.05K <0.01% +416 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 650 $7.59K <0.01% +150 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 629 $7.45K <0.01% -25 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 608 $7.09K 0.01% new 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 550 $6.42K <0.01% +255 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 500 $6K <0.01% -153 13F-HR Timeline Group THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 500 $5.83K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 500 $5.83K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 421 $4.91K <0.01% +317 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 345 $4.03K <0.01% +173 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 344 $4K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 312 $3.64K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 311 $3.63K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 266 $3.1K <0.01% +6 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 254 $2.96K <0.01% new 13F-HR/A Timeline Essential Partners LLC More: the full row for Essential Partners LLC 195 $2.28K <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 173 $2.02K <0.01% +23 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 168 $1.96K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 161 $1.88K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 159 $1.86K <0.01% new 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 158 $1.84K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 157 $1.83K <0.01% +6 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 131 $1.6K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 135 $1.57K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 122 $1.42K <0.01% -70 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 120 $1.4K <0.01% 0 13F-HR Timeline Group BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 105 $1.23K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 97 $1.13K <0.01% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 94 $1.1K <0.01% -5,043 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 77 $899 <0.01% -2,805 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 52 $607 <0.01% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 50 $584 <0.01% new 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 43 $502 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 25 $292 <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 14 $163 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10 $117 <0.01% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 100 $12 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $12 <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 80 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 32 $0 0% +1 13F-HR Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 12 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. 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.