NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,325 $505K <0.01% +9,275 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 9,179 $497K <0.01% new 13F-HR Timeline EMERALD MUTUAL FUND ADVISERS TRUST in group EMERALD ADVISERS, LLC More: the full row for EMERALD MUTUAL FUND ADVISERS TRUST 9,171 $496K 0.02% +1,938 13F-HR Timeline Group F/m Investments LLC More: the full row for F/m Investments LLC 9,171 $496K 0.03% +1,938 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 9,071 $491K 0.12% +1 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 9,024 $488K <0.01% +1,405 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 8,173 $442K <0.01% -393 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,154 $441K <0.01% +151 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 8,018 $434K 0.01% -4 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,965 $431K +31 Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 7,600 $411K 0.16% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 7,506 $406K 0.02% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,482 $405K <0.01% -1,041 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 7,447 $403K 0.01% -6,527 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7,412 $401K 0.07% +6,839 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 7,407 $401K 0.11% new 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 7,394 $400K 0.02% +1,696 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 7,345 $397K <0.01% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,294 $395K <0.01% new 13F-HR Timeline CUSHING ASSET MANAGEMENT, LP dba NXG IN… More: the full row for CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 7,000 $379K 0.02% new 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 6,968 $377K 0.06% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 6,935 $375K 0.21% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,636 $356K <0.01% -1,054 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,376 $345K 0.02% -468 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6,309 $341K 0.01% -385 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 5,960 $322K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,000 $322K 0.07% +1,000 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,943 $322K <0.01% new 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,850 $317K 0.08% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 5,800 $314K <0.01% +2,700 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 5,464 $296K 0.09% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 5,400 $292K 0.05% new 13F-HR Timeline CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 5,290 $286K <0.01% -728 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,253 $284K <0.01% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 5,230 $283K <0.01% -25,912 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 5,000 $271K 0.25% new 13F-HR Timeline One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 5,000 $271K 0.88% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 5,000 $271K 0.13% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 4,921 $266K <0.01% 13F-HR Timeline Group SCP Investment, LP More: the full row for SCP Investment, LP 4,800 $260K 0.29% -2,000 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,736 $256K 0.01% new 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,700 $254K <0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,646 $251K <0.01% -6,027 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,643 $251K 0.05% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,561 $247K 0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,547 $246K <0.01% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,541 $246K 0.03% new 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 4,540 $245K <0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,174 $226K 0.03% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,231 $225K 0.01% new 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 4,148 $224K <0.01% -17,675 13F-HR Timeline Group nVerses Capital, LLC More: the full row for nVerses Capital, LLC 4,140 $224K 0.2% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,108 $222K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,101 $222K 0.01% -18,854 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,971 $215K 0.01% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,970 $215K 0.02% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,950 $214K <0.01% new 13F-HR Timeline Group KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,916 $212K 0.11% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,852 $208K 0.09% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,818 $207K <0.01% +6 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,770 $204K <0.01% -2,524 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,717 $201K 0.17% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,449 $187K <0.01% -2,467 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 3,067 $167K <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,932 $159K 0.02% -946 13F-HR Timeline Amplify Investments, LLC More: the full row for Amplify Investments, LLC 2,686 $145K 2.61% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,596 $141K <0.01% -1,736 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 2,532 $137K 0.01% +2,531 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,467 $134K <0.01% +917 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,239 $121K 0.03% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,751 $94.7K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,601 $86K 0.06% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,532 $82.9K <0.01% +223 13F-HR/A Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,498 $80.4K 0.06% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,375 $74.4K 0.01% +1,135 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,300 $70.3K <0.01% 0 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,137 $61.5K <0.01% -38 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,034 $55.9K <0.01% +13 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 851 $46K <0.01% +32 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 827 $44.7K <0.01% +154 13F-HR/A Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 701 $37.9K <0.01% +355 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 689 $37.3K <0.01% +197 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 664 $35.9K <0.01% +3 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 643 $34.8K <0.01% +3 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 617 $33.4K <0.01% +137 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 613 $33.2K <0.01% -86 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 515 $27.9K <0.01% +268 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 500 $27.1K 0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 499 $27K <0.01% +336 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 481 $26K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 477 $25.8K <0.01% +357 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 443 $24K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 433 $23.4K <0.01% +23 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 420 $22.7K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 345 $18.7K <0.01% +59 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 324 $17.5K <0.01% -1,619 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 300 $16.2K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 280 $15.2K <0.01% 0 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 277 $15K <0.01% +62 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 271 $14.7K <0.01% -219 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 239 $13.1K <0.01% +113 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 188 $10K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 168 $9.09K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 162 $8.77K <0.01% +35 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 146 $7.9K <0.01% +46 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 107 $5.79K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 104 $5.63K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 100 $5.41K <0.01% -18 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 99 $5.36K <0.01% +5 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 76 $4.11K <0.01% 0 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 75 $4.06K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 75 $4K <0.01% -65 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 66 $3.57K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 65 $3.52K <0.01% +14 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 53 $2.87K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 50 $2.72K <0.01% +16 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 47 $2.54K <0.01% -10 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 40 $2.16K <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 39 $2.13K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 31 $1.68K <0.01% -25 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 28 $1.51K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 23 $1.31K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 19 $1.03K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 17 $920 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 15 $812 <0.01% -2 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 11 $595 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 7 $379 <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 6 $325 <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5 $281 <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 5 $271 <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4 $216 <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4 $216 <0.01% new 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/ 4 $215 <0.01% new 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2 $124 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $54 <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $54 <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 0 $19 <0.01% -6 13F-HR Timeline Group Amount filed as zero, left out of ratios.