Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 23,275 $137K 0.03% -17 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 30,766 $135K <0.01% +174 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 23,000 $135K <0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 22,841 $134K <0.01% -1,365 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 22,785 $134K <0.01% -208 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 22,011 $129K <0.01% -113,367 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 21,600 $127K <0.01% -6,832 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 21,350 $126K <0.01% +3,022 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 20,715 $122K <0.01% -820 13F-HR/A Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 20,650 $121K <0.01% -3,500 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 20,000 $118K <0.01% 0 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 20,000 $118K <0.01% new 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 20,000 $118K 0.01% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 19,900 $117K <0.01% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 19,398 $114K 0.06% +1,420 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 19,087 $112K 0.01% +1,000 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 18,942 $111K <0.01% +1,778 13F-HR Timeline Group Gainplan LLC More: the full row for Gainplan LLC 18,860 $111K 0.04% +6,599 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 18,399 $109K <0.01% -11,799 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 18,223 $107K <0.01% +2,884 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 18,091 $106K 0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 18,046 $106K 0.01% new 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 17,533 $103K 0.04% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,914 $99.5K <0.01% +11,490 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 16,817 $98.9K <0.01% -508 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,790 $98.7K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 16,760 $98.5K <0.01% +3,975 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 17,309 $96.1K <0.01% +1,384 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 16,169 $95.1K <0.01% -16,698 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 16,130 $94.8K 0.01% -350 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 15,623 $91.9K <0.01% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 15,000 $88.2K <0.01% -5,000 13F-HR Timeline Group Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 15,000 $88.2K 0.05% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 14,833 $87.2K 0.02% -1,236 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 14,819 $87.1K <0.01% +1,818 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,698 $86.4K <0.01% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 14,630 $86K 0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 14,600 $85.8K <0.01% -3,099 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 14,454 $85K 0.04% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 14,445 $84.9K 0.01% +878 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,300 $84.1K <0.01% +80 13F-HR Timeline Worth Venture Partners, LLC More: the full row for Worth Venture Partners, LLC 14,060 $82.7K 0.19% 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. 13,899 $81.7K <0.01% +4,322 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 13,639 $80.2K <0.01% new 13F-HR/A Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 13,453 $79.1K <0.01% +50 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 13,307 $78.2K 0.01% +39 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 13,300 $78.2K <0.01% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 13,265 $78K 0.01% +1,015 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 13,150 $77.1K <0.01% new 13F-HR Timeline Group Annandale Capital, LLC More: the full row for Annandale Capital, LLC 12,870 $76K 0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,463 $73.3K <0.01% +155 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,224 $71.9K <0.01% -84,882 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 12,200 $71.7K <0.01% -808 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 12,108 $71.2K <0.01% -20,028 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 12,100 $71.1K <0.01% new 13F-HR Timeline STATE BOARD OF ADMINISTRATION OF FLORID… More: the full row for STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 12,008 $70.6K <0.01% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 18,522 $68.9K <0.01% -962 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 11,690 $68.7K 0.01% -4,410 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 11,633 $68.4K 0.01% new 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 11,610 $68.3K <0.01% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 11,597 $68.2K <0.01% new 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 11,443 $67.3K 0.01% -16,665 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 11,380 $66.9K 0.01% +33 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 11,317 $66.5K 0.1% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 11,204 $65.9K <0.01% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,201 $65.9K <0.01% -77,863 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 11,042 $64.9K 0.01% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 10,862 $63.9K <0.01% new 13F-HR Timeline Group IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 10,660 $62.7K <0.01% new 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 10,327 $60.7K <0.01% +216 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 10,185 $59.9K <0.01% 13F-HR/A Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 10,014 $59K <0.01% 0 13F-HR Timeline Group KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 10,000 $58.8K 0.01% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 12,860 $56.6K 0.02% -880 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 8,472 $49.8K 0.02% -1,874 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 7,763 $45.6K 0.01% +1,592 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,550 $38.5K <0.01% -1,185 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 5,625 $33.1K <0.01% +3,235 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,464 $32.1K <0.01% +20 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,044 $30K <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,029 $29.6K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 5,006 $29.4K 0.02% -229 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,600 $27K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,300 $25.3K <0.01% +2,860 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4,028 $23.7K 0.01% -510 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 3,000 $17.6K 0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 3,000 $17.6K 0.07% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,940 $17.3K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,800 $16.5K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,687 $15.8K <0.01% +44 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,630 $15.5K <0.01% -430 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 2,443 $14.4K <0.01% -319 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,401 $14.1K <0.01% +1 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,282 $13.4K <0.01% -2,095 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,267 $13.3K <0.01% +2,171 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,270 $13K <0.01% -529 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,143 $12.6K <0.01% -312 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,095 $12.3K <0.01% new 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 2,000 $11.8K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,600 $9.41K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,585 $9.32K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,392 $8.19K <0.01% +101 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,382 $8.13K <0.01% +591 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,210 $7.12K <0.01% -791 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,126 $6.62K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,101 $6.47K <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,000 $5.88K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 961 $5.65K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 886 $5.21K <0.01% -173 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 830 $4.88K <0.01% +10 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 696 $4.09K <0.01% +11 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 610 $3.59K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 575 $3.38K <0.01% 0 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 516 $3.03K <0.01% -7 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 671 $3K <0.01% +567 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 504 $2.96K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 501 $2.95K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 500 $2.94K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 500 $2.94K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 244 $1.49K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 236 $1.39K <0.01% -99 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 211 $1.24K <0.01% 0 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 159 $936 <0.01% -11 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 130 $764 <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 120 $706 <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $555 <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 100 $424 <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 50 $294 <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 50 $294 <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 35 $206 <0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 29 $171 <0.01% -301 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 26 $153 <0.01% -18 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 25 $147 <0.01% new 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 25 $147 <0.01% -45 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 11 $65 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 11 $65 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $18 <0.01% +1 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2 $12 <0.01% -55 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1 $6 <0.01% -123 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 68 $0 0% +55 13F-HR Timeline Value filed as zero, left out of ratios. MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.