Amundi in group Amundi More: the full row for Amundi 18,584 $158K <0.01% new 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 17,914 $152K <0.01% -981 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 17,703 $151K <0.01% 0 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 17,125 $146K <0.01% +4,159 13F-HR Timeline Group TOBAM More: the full row for TOBAM 17,079 $145K 0.04% -16,704 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 16,830 $143K 0.05% -1 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 16,730 $142K 0.03% -3,354 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,266 $138K <0.01% +3,976 13F-HR Timeline Group SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 16,263 $138K <0.01% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 15,888 $135K <0.01% +248 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 15,881 $135K <0.01% 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 15,707 $134K <0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,915 $127K <0.01% -33,141 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 14,593 $124K 0.04% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 14,542 $124K <0.01% -2,601 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,393 $122K <0.01% +281 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 14,356 $122K 0.07% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 13,323 $113K 0.01% -14,868 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 13,303 $113K 0.05% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 12,790 $109K 0.03% new 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 12,532 $107K <0.01% new 13F-HR Timeline Group Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 12,295 $105K 0.04% 0 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 12,166 $104K <0.01% -9,508 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 12,163 $104K 0.06% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 12,149 $103K <0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,133 $103K <0.01% -200 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 11,855 $101K <0.01% new 13F-HR Timeline Group DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 11,849 $101K 0.02% -1,054 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,784 $100K <0.01% -4,590 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 11,759 $100K <0.01% -3,725 13F-HR Timeline Group Haven Private, LLC More: the full row for Haven Private, LLC 11,757 $100K 0.04% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 11,730 $99.8K <0.01% -3,593 13F-HR Timeline Group Sippican Capital Advisors More: the full row for Sippican Capital Advisors 11,550 $98.3K 0.07% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 11,343 $96.5K <0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 11,130 $94.7K <0.01% -75 13F-HR Timeline Group Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 11,000 $93.6K 0.05% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 10,796 $91.9K 0.01% +706 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 10,454 $89K <0.01% -869,454 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,037 $85.4K <0.01% -6,153 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,726 $82.8K <0.01% -2,452 13F-HR/A Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,351 $82K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 9,544 $81.2K <0.01% +1,883 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 9,116 $77.6K 0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 8,848 $75.3K <0.01% new 13F-HR Timeline Group Benson Wealth Management INC More: the full row for Benson Wealth Management INC 8,839 $75.2K 0.1% +3,541 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 8,574 $73K <0.01% +828 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,378 $71.3K <0.01% -7,606 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,567 $64K <0.01% +2,763 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,429 $63.2K 0.01% -1,859 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,865 $58.4K <0.01% -1,500 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 6,752 $57.5K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,728 $48.7K <0.01% +72 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,765 $40.5K <0.01% 0 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. 4,180 $35.6K <0.01% +411 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 4,000 $34K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,393 $28.9K <0.01% -116 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,146 $27.7K <0.01% +895 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,177 $27K <0.01% 0 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,075 $26.2K <0.01% -14,031 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 3,000 $25K 0.01% -635 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,883 $24.5K <0.01% +869 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,881 $24K <0.01% +368 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 2,400 $20.4K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,294 $19.8K <0.01% +627 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,261 $19.2K <0.01% -17 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 2,041 $17.4K <0.01% +1,576 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,000 $17K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,622 $13.8K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,500 $12.8K <0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,490 $12.7K <0.01% -888 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,366 $12K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,258 $10.7K <0.01% +46 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,254 $10.7K <0.01% +244 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,225 $10.4K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,219 $10.4K <0.01% -97 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,256 $10.3K <0.01% -2,196 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,145 $9.74K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,000 $8.51K <0.01% 0 13F-HR Timeline Group PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 1,000 $8.51K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,000 $8.51K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 907 $7.72K <0.01% +419 13F-HR Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 900 $7.66K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 862 $7.34K <0.01% -1,209 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 844 $7.18K <0.01% -9 13F-HR/A Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 838 $7.13K <0.01% -47 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 605 $5.21K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 609 $5.18K <0.01% -72 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 585 $4.98K <0.01% 0 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 527 $4.49K 0.02% -379 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 515 $4.38K <0.01% +159 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 425 $3.62K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 419 $3.57K <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 400 $3.4K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 400 $3.4K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 385 $3.28K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 350 $2.98K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 300 $2.55K <0.01% -210 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 284 $2.42K <0.01% +29 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 265 $2.26K <0.01% -797 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 258 $2.23K <0.01% new 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 202 $2K <0.01% -19 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 227 $1.93K <0.01% -4,475 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 226 $1.92K <0.01% -774 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 221 $1.88K <0.01% -136 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 200 $1.7K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 185 $1.57K <0.01% -175 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 180 $1.53K <0.01% +50 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 156 $1.33K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 150 $1.28K <0.01% 0 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 150 $1.28K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 150 $1.28K <0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 150 $1.28K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 136 $1.16K <0.01% -1,486 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 134 $1.14K <0.01% -75 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 126 $1.07K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 125 $1.06K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 143 $1K <0.01% -150 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 100 $851 <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 89 $758 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 70 $596 <0.01% +26 13F-HR Timeline Group KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 47 $543 <0.01% +18 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 62 $528 <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 34 $457 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 52 $443 <0.01% +5 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 50 $426 <0.01% +17 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 49 $417 <0.01% +4 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 26 $222 <0.01% -14 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 26 $221 <0.01% +25 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 25 $213 <0.01% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 23 $196 <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 20 $170 <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 19 $162 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 14 $119 <0.01% +13 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 13 $111 <0.01% +4 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 12 $103 <0.01% -12 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 10 $86 <0.01% -7 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 10 $86 <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $85 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 9 $77 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $43 <0.01% -4 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 3 $26 <0.01% 0 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3 $26 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $9 <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1 $9 <0.01% -51 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 13 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.