BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,681 $355K <0.01% +396 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,646 $351K <0.01% +1,285 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,627 $348K 0.01% new 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 2,590 $343K <0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,567 $340K <0.01% new 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 2,500 $331K <0.01% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,489 $330K <0.01% +30 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,476 $328K <0.01% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,440 $323K 0.13% new 13F-HR/A Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,423 $321K <0.01% -12,191 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 2,353 $312K 0.01% new 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 2,324 $308K 0.11% new 13F-HR Timeline EMERALD MUTUAL FUND ADVISERS TRUST in group EMERALD ADVISERS, LLC More: the full row for EMERALD MUTUAL FUND ADVISERS TRUST 2,282 $303K 0.02% +1,995 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,768 $301K 0.04% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,191 $290K 0.01% +2,170 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,155 $286K 0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,114 $280K 0.01% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,108 $279K 0.01% -38 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 2,000 $265K 0.11% +650 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,000 $265K 0.09% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,939 $257K <0.01% new 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,884 $250K 0.04% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,875 $249K 0.11% -225 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 1,860 $247K 0.18% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,724 $229K 0.03% -9,049 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,710 $227K <0.01% new 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 1,656 $220K <0.01% new 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 1,627 $216K <0.01% new 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 1,600 $212K 0.08% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,593 $211K 0.01% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,555 $206K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,544 $205K <0.01% new 13F-HR Timeline Sandia Investment Management LP More: the full row for Sandia Investment Management LP 1,500 $199K 0.59% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,476 $196K <0.01% new 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,290 $171K 0.05% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,250 $166K 0.04% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,164 $154K <0.01% +151 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 1,133 $150K <0.01% new 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 1,129 $150K <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,110 $147K 0.13% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,063 $141K 0.03% new 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 996 $132K <0.01% -150,803 13F-HR/A Timeline Group Franchise Capital Ltd More: the full row for Franchise Capital Ltd 870 $115K 0.05% -9,130 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 861 $114K <0.01% +30 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 798 $106K 0.04% -7,161 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 729 $96.7K 0.01% +595 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 727 $96.4K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 700 $92.8K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 668 $88.6K <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 625 $82.9K 0.03% -242 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 560 $74.2K 0.02% +500 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 559 $74.1K <0.01% new 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 480 $63.6K 0.01% +350 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 480 $63.6K <0.01% +290 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 440 $58.3K <0.01% +420 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 419 $55.6K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 384 $50.9K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 384 $49.7K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 360 $47.7K <0.01% +345 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 344 $45.6K 0.01% +344 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 300 $39.8K 0.02% -50 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 294 $39K 0.03% +294 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 287 $38.1K <0.01% +85 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 277 $36.7K <0.01% new 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 263 $34.9K <0.01% new 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 250 $33.1K <0.01% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 250 $33.1K <0.01% -185 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 240 $31.8K 0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 218 $28.9K <0.01% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 200 $26.5K 0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 195 $25.9K <0.01% +190 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 194 $25.7K <0.01% +45 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 185 $24.5K <0.01% new 13F-HR Timeline Group Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 178 $23.6K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 174 $23.1K <0.01% +149 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 167 $22.1K <0.01% +127 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 165 $21.9K <0.01% +50 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 150 $19.9K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 140 $18.6K <0.01% +118 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 120 $15.9K <0.01% 0 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 100 $13.3K <0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 100 $13.3K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 92 $12.2K 0.01% new 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 73 $10K <0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 75 $9.94K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 64 $8.48K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 60 $7.95K <0.01% +54 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 54 $7.16K <0.01% +11 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 51 $7K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 50 $6.63K <0.01% +35 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 50 $6.63K <0.01% new 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 50 $6.6K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 47 $6.23K <0.01% new 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 45 $5.97K <0.01% -15,216 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 45 $5.71K <0.01% new 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 50 $5.69K <0.01% new 13F-HR Timeline Group Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 42 $5.44K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 36 $4.77K <0.01% -296 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 35 $4.64K <0.01% new 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 30 $4.59K 0.01% new 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 33 $4.38K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 25 $3.31K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 25 $3.31K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 21 $3K <0.01% -1 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 22 $2.92K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 17 $2.25K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 17 $2.25K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 12 $1.59K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 12 $1.59K <0.01% new 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $1.33K <0.01% -31,540 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 10 $1.33K <0.01% 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8 $1.06K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8 $1.06K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 10 $1K <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 4 $531 <0.01% +3 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4 $530 <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3 $398 <0.01% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 3 $398 <0.01% -700 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2 $266 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $266 <0.01% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2 $266 <0.01% -31 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1 $133 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $133 <0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 0 $58 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.