West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,928 $206K 0.06% new 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 3,921 $205K 0.03% new 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 3,852 $202K 0.1% -83,097 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 3,799 $199K 0.01% +2,638 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 3,588 $193K <0.01% +289 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,480 $182K <0.01% -9,020 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/ 3,362 $176K <0.01% -460 13F-HR Timeline Group Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 3,346 $175K 0.12% -3,000 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,106 $163K 0.01% +28 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 3,000 $157K 0.03% 0 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 2,894 $152K -25,305 Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,846 $149K <0.01% +179 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,800 $147K 0.1% 0 13F-HR/A Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2,700 $141K 0.05% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,575 $135K 0.07% -2,675 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,472 $130K <0.01% -83 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,167 $114K <0.01% -3,204 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. 2,024 $106K <0.01% -748 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,000 $105K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,860 $97K <0.01% -141 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,830 $95.9K <0.01% -1,574 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 1,739 $91.1K 0.04% -6,480 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,675 $87.8K 0.01% -71 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,581 $82.8K <0.01% +1,008 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,466 $76.8K 0.01% +113 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,310 $68.6K 0.02% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,266 $66.3K <0.01% new 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,100 $57.6K -17,058 Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,077 $56.4K 0.01% new 13F-HR/A Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,032 $54.1K <0.01% +297 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,029 $53.9K <0.01% -202 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 972 $50.9K 0.03% -191 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 940 $50.5K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 932 $48.8K 0.01% +125 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 875 $45.8K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 830 $43.5K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 748 $39.2K <0.01% +739 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 700 $36.7K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 681 $36K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 677 $35.5K <0.01% -2,620 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 670 $35.1K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 614 $32.2K <0.01% -354 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 614 $32.2K <0.01% -21 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 600 $31.4K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 562 $29.4K <0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 550 $28.8K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 538 $28.2K <0.01% -49 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 500 $26.2K 0.1% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 491 $25.7K <0.01% -128 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 483 $25.3K <0.01% +158 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 500 $25.2K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 473 $24.8K <0.01% 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 450 $23.6K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 392 $20.5K <0.01% +151 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 384 $20.1K <0.01% -202 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 369 $19.3K <0.01% +37 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 347 $18.2K <0.01% -28 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 347 $18.2K <0.01% -115 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 339 $17.8K <0.01% -7 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 337 $17.7K <0.01% +25 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 335 $16.9K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 310 $16.2K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 300 $15.7K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 280 $14.7K <0.01% +181 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 275 $14.4K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 268 $14K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 261 $13.7K <0.01% +83 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 253 $13.3K <0.01% +8 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 251 $13.2K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 250 $13.1K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 248 $13K <0.01% +15 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 226 $11.8K <0.01% +11 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 202 $11K 0.01% -1,175 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 200 $10.5K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 200 $10.5K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 194 $10.2K <0.01% -8 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 170 $8.91K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 164 $8.59K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 158 $8.28K <0.01% -11 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 148 $7.75K <0.01% -11 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 137 $7.18K <0.01% +125 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 136 $7.12K <0.01% +111 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 125 $6.55K <0.01% -11 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 119 $6.24K <0.01% -11 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 117 $6.13K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 116 $6.08K <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 110 $5.76K <0.01% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 107 $5.61K <0.01% +18 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 100 $5.24K <0.01% 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 100 $5.24K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 96 $5.03K <0.01% -64 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 89 $4.66K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 80 $4.19K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 80 $4.19K <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 77 $4.03K <0.01% -7,024 13F-HR Timeline Group TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 75 $3.93K <0.01% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 73 $3.82K <0.01% new 13F-HR Timeline Group Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 71 $3.72K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 70 $3.67K <0.01% new 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 70 $3.67K <0.01% -1,090 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 67 $3.51K <0.01% +24 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 66 $3.46K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 66 $3.46K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 62 $3.25K <0.01% -3 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 60 $3.14K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 63 $3.14K <0.01% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 72 $3K <0.01% -4,918 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 52 $2.73K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 50 $2.62K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 49 $2.57K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 45 $2.36K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 44 $2.31K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 43 $2.25K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 39 $2.04K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 24 $1.26K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 21 $1.1K <0.01% +3 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 20 $1.05K <0.01% +8 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 19 $995 <0.01% -49 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 18 $944 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 18 $943 <0.01% -11 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 17 $891 <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 16 $839 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $839 <0.01% +1 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 15 $786 <0.01% +10 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 14 $733 <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 14 $733 <0.01% new 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 11 $576 <0.01% +4 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 10 $524 <0.01% +6 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9 $472 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 9 $454 <0.01% +4 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5 $262 <0.01% -63 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 5 $262 <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 5 $262 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $171 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3 $158 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3 $157 <0.01% +2 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2 $105 <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $104 <0.01% new 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $53 <0.01% -1 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 10 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.