Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 21,314 $238K 0.03% +18,573 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 21,271 $237K <0.01% -3,413 13F-HR/A Timeline Family Manage LLC More: the full row for Family Manage LLC 20,632 $230K 0.02% +1,684 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 20,621 $230K <0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 19,935 $222K <0.01% +7,316 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 19,846 $221K 0.01% -3,271 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 19,720 $220K <0.01% -27,998 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 22,400 $217K +11,809 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 19,209 $214K <0.01% +6,030 13F-HR Timeline Group Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 19,201 $214K 0.05% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 19,078 $213K <0.01% -4,505 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 18,858 $210K <0.01% +1,105 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 18,700 $209K 0.03% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 18,469 $206K 0.01% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 18,425 $205K 0.06% +1,145 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 18,265 $204K 0.02% -20 13F-HR Timeline Group Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 18,202 $203K 0.15% -314 13F-HR/A Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 19,609 $201K 0.01% -1,475 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 18,000 $201K 0.13% 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 17,381 $194K <0.01% +57 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 17,274 $193K <0.01% +6,589 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 17,185 $192K 0.03% -49,050 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 17,127 $191K 0.01% +172 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 16,962 $189K 0.01% -182 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 16,629 $185K 0.08% -5,627 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 16,216 $181K <0.01% 0 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 15,880 $177K 0.04% -380 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 15,794 $176K <0.01% -21,701 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 15,499 $173K <0.01% +1,645 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 15,433 $172K 0.11% new 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 15,249 $170K 0.07% +3,574 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 15,105 $168K 0.01% -197 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 14,447 $161K <0.01% +1,659 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 14,431 $161K 0.18% -103,185 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 14,403 $161K <0.01% +4,038 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 14,202 $158K <0.01% -4,550 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 14,206 $158K <0.01% +11,376 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 14,057 $157K 0.03% -320 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 13,955 $156K 0.04% +1,282 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 13,274 $148K <0.01% -44,046 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 13,205 $148K <0.01% +1,774 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 13,120 $146K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,009 $145K <0.01% +4,551 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 12,789 $143K 0.05% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 12,613 $141K 0.02% new 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 12,576 $140K <0.01% -42,652 13F-HR Timeline Williams & Novak, LLC More: the full row for Williams & Novak, LLC 12,274 $137K 0.09% -9 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 12,184 $136K 0.01% +266 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 12,030 $134K 0.09% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 12,003 $134K <0.01% +750 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 11,929 $133K 0.02% +242 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 11,673 $130K 0.01% +2,584 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 11,627 $130K 0.06% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 11,612 $129K <0.01% +182 13F-HR Timeline Group International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 11,486 $128K 0.07% +314 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 11,460 $128K 0.05% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,290 $126K 0.01% -287 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 11,238 $125K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 11,202 $125K 0.01% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 10,943 $122K 0.01% +7 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 10,930 $122K <0.01% new 13F-HR/A Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,892 $121K <0.01% -12,682 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 10,675 $119K <0.01% -3,352 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,655 $119K <0.01% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 10,633 $119K 0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10,276 $115K 0.05% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 10,220 $114K 0.14% new 13F-HR Timeline Endowment Wealth Management, Inc. 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DAVIDSON & CO. 10,000 $112K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 7,499 $83.6K 0.04% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,445 $83K <0.01% +6,095 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 7,197 $80.2K -69,061 Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,125 $79.4K <0.01% -2,257 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,898 $76.9K <0.01% -1,215 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,769 $75.5K <0.01% +795 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6,399 $71.3K 0.01% -174 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,943 $66.3K 0.01% +1,129 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,969 $55.4K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,603 $51.3K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,357 $48.6K <0.01% +736 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 4,350 $48.5K 0.04% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,286 $47.8K 0.04% +415 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,232 $47.2K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,177 $46.6K <0.01% -1,186 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 4,044 $45.1K <0.01% -727 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 3,768 $42K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,643 $40.6K <0.01% -229 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,403 $37.9K 0.01% -1,166 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,869 $32K <0.01% -117 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,745 $30.6K 0.01% +94 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,701 $30.1K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,603 $29K 0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 2,511 $28K 0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 2,363 $26.3K 0.02% -27 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,238 $25K <0.01% +343 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 2,025 $22.6K 0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,000 $22.3K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,962 $21.9K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,935 $21.6K <0.01% -1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,925 $21.5K <0.01% +680 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,900 $21.2K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,800 $20.1K 0.02% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,682 $19K <0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,681 $18.7K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,639 $18.3K <0.01% +964 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,609 $17.9K <0.01% +691 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,545 $17.2K 0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,520 $16.9K <0.01% -200 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,456 $16.2K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,442 $15.7K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. 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More: the full row for SBI Securities Co., Ltd. 787 $8.78K <0.01% -7,909 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 593 $7K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 608 $6.78K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 600 $6.69K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 500 $5.58K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 455 $5.07K <0.01% new 13F-HR/A Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 457 $4.96K <0.01% -39,240 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 404 $4.5K <0.01% +53 13F-HR/A Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 400 $4.46K <0.01% new 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 380 $4.24K <0.01% -41 13F-HR Timeline MATHER GROUP, LLC. 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More: the full row for Silver Grove Financial Group, Inc. 281 $3.13K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 281 $3.12K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 279 $3.11K <0.01% -49 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 311 $2.95K <0.01% -62 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 256 $2.85K <0.01% +163 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 254 $2.83K <0.01% +224 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 250 $2.79K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 234 $2.61K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 219 $2.44K <0.01% -2 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 208 $2.32K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 203 $2.26K <0.01% -171 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 195 $2.17K <0.01% +75 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 181 $2.02K <0.01% -170 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 149 $1.66K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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More: the full row for BOK Financial Private Wealth, Inc. 98 $1.09K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 82 $914 <0.01% +28 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 78 $870 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 72 $803 <0.01% +70 13F-HR Timeline Group Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 67 $747 <0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 60 $669 <0.01% 0 13F-HR Timeline North Star Investment Management Corp. 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More: the full row for Rakuten Securities, Inc. 50 $558 <0.01% new 13F-HR Timeline Group MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 46 $513 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 42 $468 <0.01% +32 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 34 $377 <0.01% -565,726 13F-HR Timeline Group Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 31 $351 <0.01% -107 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 29 $324 <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 26 $290 <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 25 $279 <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 24 $268 <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 17 $190 <0.01% 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 15 $167 <0.01% 0 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 1,502 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios.