BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,265 $265K <0.01% -421 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,257 $264K 0.09% new 13F-HR/A Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,243 $264K <0.01% -1,290 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 5,203 $262K <0.01% -309 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,085 $256K <0.01% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,802 $253K 0.01% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,008 $252K <0.01% +1,243 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 4,950 $249K 0.02% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,942 $248K <0.01% new 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 4,937 $248K 0.06% 0 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,869 $245K <0.01% +740 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,866 $245K <0.01% -176 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,548 $244K 0.01% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,826 $243K 0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,785 $241K 0.06% 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 4,728 $238K 0.02% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,644 $234K 0.1% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,580 $230K 0.02% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,521 $227K <0.01% -16,298 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 4,446 $224K 0.09% new 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 4,123 $207K 0.02% -573 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 4,096 $206K 0.1% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 4,048 $204K <0.01% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,992 $201K 0.07% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,479 $175K <0.01% -104 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,442 $173K 0.02% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,423 $172K <0.01% +14 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,193 $161K <0.01% +578 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,038 $153K <0.01% 0 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,978 $150K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,786 $140K <0.01% +417 13F-HR/A Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,548 $128K 0.01% -1,218 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) 2,457 $124K <0.01% +252 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,999 $101K <0.01% -571 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,851 $93.8K 0.01% +36 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,818 $91K 0.05% +78 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,660 $83.5K 0.01% +1,487 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,516 $76.2K 0.03% +1,479 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,521 $76K <0.01% -566 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,489 $74.9K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,394 $70.1K <0.01% +560 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,321 $66.4K <0.01% +1,269 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,291 $64.9K <0.01% +397 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,238 $62.2K 0.01% +185 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,187 $59.7K <0.01% -29 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,155 $58.1K <0.01% +558 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,137 $57.2K 0.01% +3 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,118 $56.2K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,100 $55.3K 0.01% -368 13F-HR Timeline Quarry LP More: the full row for Quarry LP 964 $48.5K 0.01% +693 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 852 $42.8K <0.01% +146 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 819 $41.5K <0.01% +286 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 811 $40.8K <0.01% -103 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 810 $40.7K <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 800 $40.2K <0.01% +700 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 791 $39.8K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 784 $39.4K <0.01% +75 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 724 $36.4K <0.01% -147 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 671 $33.7K <0.01% -530 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 660 $33.2K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 598 $30.1K <0.01% +58 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 516 $25.9K <0.01% +3 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 462 $23K <0.01% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 445 $22.4K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 445 $22.4K <0.01% 13F-HR Timeline Semmax Financial Advisors Inc. 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LLC More: the full row for Capital Advisors, Ltd. LLC 178 $9K <0.01% -4 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 176 $8.85K <0.01% -88 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 168 $8.45K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 155 $7.79K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 148 $7.44K <0.01% +4 13F-HR Timeline CX Institutional More: the full row for CX Institutional 142 $7K <0.01% +104 13F-HR/A Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 124 $6.58K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 125 $6.29K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 103 $5.18K <0.01% -32 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 100 $5.03K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 100 $5.03K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 100 $5.03K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 100 $5.03K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 100 $5.03K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 98 $4.93K <0.01% -6 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 91 $4.78K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 88 $4.42K <0.01% -45 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 70 $4K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 75 $3.77K -2,880 Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 70 $3.52K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 69 $3.47K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 65 $3.27K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 60 $3.02K <0.01% -146 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 53 $2.65K <0.01% +7 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 50 $2.51K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 41 $2.06K <0.01% +5 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 36 $1.81K <0.01% -36 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 33 $1.66K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 33 $1.66K <0.01% +25 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 28 $1.41K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 27 $1.36K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 27 $1.36K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 25 $1.26K <0.01% +15 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 20 $1.05K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 19 $955 <0.01% -46 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 17 $854 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 16 $805 <0.01% +13 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 15 $754 <0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 9 $452 <0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 8 $402 <0.01% +5 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 5 $252 <0.01% +1 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $252 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 4 $202 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4 $201 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2 $101 <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $101 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $51 <0.01% -3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $50 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $50 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 19 $0 0% new 13F-HR/A Timeline Value filed as zero, left out of ratios. Hemington Wealth Management More: the full row for Hemington Wealth Management 18 $0 0% -18 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.