Diligent Investors, LLC More: the full row for Diligent Investors, LLC 20,000 $477K 0.12% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 19,093 $455K 0.04% +2,057 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 17,356 $414K 0.01% +680 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 17,321 $413K 0.01% -2,038 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 17,268 $411K <0.01% +235 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 16,438 $392K <0.01% +2,178 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 15,723 $375K 0.26% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 15,481 $369K 0.06% +13,936 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 15,400 $367K 0.06% +2,429 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 15,154 $361K 0.01% +2,135 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 15,089 $360K <0.01% +900 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 15,000 $357K 0.16% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 14,969 $357K 0.18% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 14,933 $356K <0.01% new 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 14,246 $339K 0.07% -1,910 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 14,141 $337K 0.02% +399 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 14,000 $334K 0.1% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 13,323 $317K <0.01% +132 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 13,330 $315K 0.01% new 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,993 $310K <0.01% +339 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 12,993 $310K <0.01% +339 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 12,953 $309K <0.01% -818 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 12,691 $302K 0.08% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 12,636 $301K 0.07% +72 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 12,722 $299K <0.01% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 12,129 $291K 0.15% -491 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 11,877 $283K 0.06% +318 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 11,758 $280K 0.1% +318 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,450 $273K <0.01% -2,750 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 11,443 $273K <0.01% new 13F-HR Timeline DJE Kapital AG More: the full row for DJE Kapital AG 11,477 $266K 0.01% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 11,100 $266K <0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 11,035 $263K 0.2% +8,926 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 11,000 $262K 0.04% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 10,847 $258K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,594 $252K 0.01% +60 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 10,500 $252K 0.16% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,505 $250K 0.01% new 13F-HR Timeline OSSIAM More: the full row for OSSIAM 10,472 $247K <0.01% -3,370 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 10,000 $239K 0.02% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,992 $238K <0.01% -2,284 13F-HR Timeline KAHN BROTHERS GROUP INC More: the full row for KAHN BROTHERS GROUP INC 10,000 $238K 0.05% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 10,000 $238K 0.15% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 9,859 $232K 0.04% -2,454 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 9,751 $232K <0.01% -30,510 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 9,693 $231K new Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,050 $216K 0.03% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 8,906 $213K <0.01% +4,448 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,880 $213K <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,896 $212K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,845 $212K <0.01% +4,802 13F-HR/A Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,522 $203K 0.01% new 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 8,476 $202K 0.05% new 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 8,440 $201K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,317 $199K 0.02% +1,039 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,400 $176K 0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 7,185 $171K 0.02% +1,331 13F-HR Timeline Exane Asset Management More: the full row for Exane Asset Management 6,974 $164K 0.1% -4,984 13F-HR/A Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 6,932 $164K -300 Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 6,700 $160K 0.02% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 6,400 $151K 0.03% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,166 $147K 0.09% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5,000 $118K 0.03% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,910 $116K <0.01% +4,257 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,745 $113K <0.01% -62 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,703 $112K 0.03% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,305 $103K 0.01% +1,149 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,259 $101K <0.01% +4,244 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,000 $71.5K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,000 $70.9K 0.02% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,412 $57.5K <0.01% +424 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,288 $54.5K <0.01% -58 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,953 $47K <0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,937 $46.2K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,708 $40.7K <0.01% -171 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,629 $39.1K <0.01% +800 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,622 $38.7K <0.01% 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,500 $35.7K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,392 $35.1K <0.01% -5,125 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,051 $35K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,458 $34.7K <0.01% +990 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,289 $30.7K <0.01% +152 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,059 $25.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,032 $24K 0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 964 $23K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 930 $22.2K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 772 $18.4K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 770 $18K <0.01% +24 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 721 $17.2K <0.01% -257 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 703 $16.8K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 700 $16.7K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 691 $16.5K 0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 666 $15.9K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 661 $15.8K <0.01% +434 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 568 $13.5K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 559 $13.3K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 514 $12.2K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 467 $11.1K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 423 $10.1K 0.01% -116 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 376 $8.96K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 373 $8.89K <0.01% -1,851 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 366 $8.73K <0.01% +149 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 354 $8.44K <0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 340 $7.95K <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 371 $7.36K <0.01% -120 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 309 $7.36K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 308 $7K <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 289 $6.89K <0.01% +79 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 285 $6.8K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 284 $6.76K <0.01% +63 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 264 $6.29K <0.01% +141 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 263 $6.27K <0.01% +4 13F-HR/A Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 242 $5.77K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 239 $5.7K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 231 $5.5K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 213 $5.07K <0.01% +84 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 102 $4.77K <0.01% -98 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 180 $4.48K <0.01% +19 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 185 $4.43K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 179 $4.27K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 176 $4.19K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 168 $4K <0.01% 0 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 152 $3.64K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 145 $3.46K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 117 $2.79K <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 116 $2.76K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 113 $2.69K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 79 $1.88K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 66 $1.57K <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 54 $1.29K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 49 $1.17K <0.01% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 35 $834 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 35 $834 <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 28 $667 <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 27 $643 <0.01% 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 27 $643 <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 25 $596 <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 20 $477 <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 14 $334 <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 7 $167 <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 600 $143 0.01% new 13F-HR Timeline FORSTA AP-FONDEN More: the full row for FORSTA AP-FONDEN 247,261 $0 0% +174,572 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. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.