S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 20,085 $215K 0.17% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 19,858 $212K 0.04% -205 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 19,780 $211K <0.01% +72 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 19,565 $209K <0.01% +8,453 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 19,505 $209K 0.01% +2,210 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 18,772 $201K 0.01% -450 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 18,748 $200K <0.01% -4,992 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 18,658 $199K <0.01% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 18,311 $196K 0.01% -17,483 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 18,008 $193K <0.01% +2,812 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 17,975 $192K <0.01% +4,057 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 17,557 $188K <0.01% 0 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 17,483 $187K <0.01% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 17,129 $183K 0.04% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 16,937 $181K <0.01% new 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 16,445 $176K <0.01% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 16,255 $174K <0.01% 0 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 15,687 $168K <0.01% +155 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 15,666 $167K 0.16% -1,242 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 15,653 $167K <0.01% +36 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 15,405 $165K 0.01% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 15,111 $162K <0.01% -34 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 15,000 $160K 0.02% +5,000 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 14,704 $157K <0.01% +319 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 14,701 $157K <0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 14,285 $153K <0.01% +1,610 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 13,453 $144K <0.01% -10,613 13F-HR Timeline Group Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 13,194 $141K 0.06% +19 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 13,136 $140K <0.01% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 13,128 $140K 0.01% +725 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 12,861 $137K <0.01% +78 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 12,608 $135K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 12,575 $134K 0.01% -9,961 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 12,568 $134K <0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 12,406 $133K <0.01% 0 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,142 $131K <0.01% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 11,835 $130K 0.15% +370 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 11,714 $125K <0.01% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 11,715 $125K 0.01% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 11,260 $125K 0.04% -354 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 11,445 $122K <0.01% +530 13F-HR/A Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 11,296 $121K <0.01% +14 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 11,100 $119K 0.08% +917 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 10,784 $115K 0.02% -451 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 10,765 $115K <0.01% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,167 $109K <0.01% +18 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,008 $107K <0.01% new 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 10,000 $107K 0.02% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 10,000 $107K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 9,730 $104K 0.02% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 9,713 $104K <0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 9,461 $101K <0.01% -404 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,664 $99.2K <0.01% +3,450 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,211 $87.8K <0.01% +6,589 13F-HR Timeline Group Graticule Asia Macro Advisors LLC More: the full row for Graticule Asia Macro Advisors LLC 7,016 $75K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,852 $73.2K 0.01% +183 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 6,180 $66.1K <0.01% 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,495 $58.7K <0.01% +620 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,024 $53.7K <0.01% 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. 4,787 $51.2K <0.01% +967 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,570 $48.9K <0.01% +3,988 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,273 $46.4K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,000 $42.8K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,000 $42.8K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,665 $40.7K <0.01% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 3,670 $39K <0.01% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 3,387 $36.2K <0.01% +82 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,300 $35.3K 0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 3,232 $34.5K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 3,093 $33K 0.02% +1,585 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,880 $31K <0.01% -132 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 2,563 $27.4K <0.01% -8,182 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,455 $25.7K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,322 $24.8K <0.01% +1,221 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,131 $22.8K <0.01% +94 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,709 $18.3K <0.01% +667 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 1,549 $16.6K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,544 $16.5K <0.01% +3 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,500 $16K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,417 $15.1K <0.01% +45 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,335 $14.3K <0.01% +473 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,326 $14.2K <0.01% -1,024 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,318 $14K <0.01% +127 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,263 $13.5K <0.01% +950 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,232 $13.2K <0.01% -1,211 13F-HR Timeline Group Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 1,158 $12.4K <0.01% -6,250 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 1,148 $12.3K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,131 $12.1K <0.01% +648 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,112 $11.9K <0.01% +2 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,077 $11.5K <0.01% +899 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,000 $10.7K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 961 $10.3K <0.01% +185 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 884 $9.45K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 830 $8.87K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 630 $6.74K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 617 $6.6K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 577 $6.17K <0.01% +528 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 531 $5.68K <0.01% +36 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 514 $5.5K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 511 $5.46K <0.01% +92 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 500 $5.34K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 469 $5.02K <0.01% +168 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 466 $4.98K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 461 $4.93K <0.01% +134 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 449 $4.8K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 442 $4.72K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 418 $4.47K <0.01% +6 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 403 $4.31K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 400 $4.28K <0.01% -22 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 396 $4.23K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 394 $4.21K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 360 $3.85K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 340 $3.63K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 315 $3.37K <0.01% 0 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 305 $3.26K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 300 $3.21K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 258 $2.76K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 230 $2.46K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 200 $2.14K <0.01% 0 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 199 $2.13K <0.01% +25 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 195 $2.08K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 158 $1.69K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 158 $1.69K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 130 $1.39K <0.01% +18 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 126 $1.35K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 126 $1.35K <0.01% -3 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 124 $1.33K <0.01% +100 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 121 $1.29K <0.01% +1 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 120 $1.28K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 108 $1.16K <0.01% +25 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 98 $1.05K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 89 $951 <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 89 $951 <0.01% 0 13F-HR/A Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 87 $930 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 83 $888 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 65 $695 <0.01% +22 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 65 $695 <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 60 $641 <0.01% 0 13F-HR Timeline Group Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 45 $481 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 43 $460 <0.01% +20 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 28 $299 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 26 $278 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 21 $242 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 20 $214 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 20 $214 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 10 $109 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10 $107 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8 $89 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 4 $43 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4 $43 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 4 $43 <0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $43 <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2 $21 <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 24 $0 0% +8 13F-HR Timeline Value filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 19 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 19 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.