BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 27,768 $247K <0.01% -38,278 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 26,114 $232K <0.01% +9,800 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 26,003 $231K <0.01% +700 13F-HR Timeline Group STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 25,070 $223K 0.1% 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 25,008 $223K 0.02% -336 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 24,471 $218K <0.01% +2,807 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 24,333 $217K <0.01% +4,333 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 23,294 $207K <0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 23,209 $207K <0.01% +20 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 22,953 $204K 0.04% +80 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,787 $203K <0.01% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 22,731 $199K 0.02% new 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 21,706 $193K 0.04% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 21,619 $192K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 21,619 $192K 0.01% new 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 20,997 $187K <0.01% +10,466 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20,261 $180K <0.01% +19,311 13F-HR Timeline Group INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 20,000 $178K 0.08% 0 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 19,907 $177K 0.11% 0 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 19,842 $177K 0.02% -25,369 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 19,871 $177K <0.01% new 13F-HR Timeline Group NDVR, Inc. More: the full row for NDVR, Inc. 19,838 $177K 0.15% -1,398 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 19,308 $176K <0.01% +12,285 13F-HR Timeline Group WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 19,053 $171K <0.01% new 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 19,025 $169K 0.02% -298,729 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 18,529 $165K 0.01% +805 13F-HR/A Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 18,059 $161K <0.01% +2,190 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 18,003 $160K <0.01% +203 13F-HR Timeline KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 17,881 $159K <0.01% new 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 17,816 $159K 0.01% +303 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Trust & Banking Corp 17,666 $157K <0.01% new 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 17,326 $154K <0.01% +718 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 17,201 $153K <0.01% new 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 17,003 $151K 0.1% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 16,848 $150K <0.01% +1,408 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 16,753 $149K 0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16,656 $148K <0.01% -1,442 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 16,327 $145K +101 Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 16,172 $144K 0.01% +2,109 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 16,032 $143K 0.01% -373 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 15,721 $140K 0.07% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 15,579 $139K 0.08% -1,399 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) 15,585 $139K <0.01% -25,395 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 15,101 $134K <0.01% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 15,000 $134K <0.01% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 15,000 $134K 0.06% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 14,100 $125K <0.01% -27,700 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 14,010 $125K <0.01% -35 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 13,683 $122K 0.01% +1,913 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 13,637 $121K <0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 13,606 $121K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 13,499 $120K <0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,348 $119K <0.01% new 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 13,312 $118K 0.04% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,242 $118K <0.01% +538 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 13,168 $117K 0.07% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 13,085 $116K <0.01% 0 13F-HR Timeline Group PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 13,050 $116K 0.07% -26,450 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 12,890 $115K <0.01% +438 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,441 $111K <0.01% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 12,433 $111K <0.01% -255 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,415 $110K <0.01% new 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 12,000 $107K 0.05% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 11,926 $106K 0.02% +1,910 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 11,638 $104K 0.01% +1,316 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,553 $103K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 11,480 $102K <0.01% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,414 $102K <0.01% -6,885 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 11,324 $101K 0.04% +62 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 15,090 $101K 0.05% 0 13F-HR Timeline Essex LLC More: the full row for Essex LLC 11,300 $101K 0.02% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 11,200 $99.7K <0.01% 0 13F-HR Timeline Group Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 11,000 $97.9K 0.02% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 10,974 $97.7K <0.01% +251 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,961 $97.6K <0.01% -1,760 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 10,664 $94.9K 0.02% -769 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 10,601 $94.3K <0.01% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,500 $93.5K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 8,300 $73.9K 0.04% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,342 $65.3K <0.01% -721 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 6,700 $59.6K <0.01% 0 13F-HR/A Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 6,493 $57.8K 0.03% -850 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,587 $49.7K <0.01% +5,543 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,144 $36.9K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,830 $34K <0.01% +1,445 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,734 $33K <0.01% -1,337 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,648 $32.5K <0.01% 0 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. 3,462 $31K <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,279 $29.3K <0.01% +3,100 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,193 $28.4K <0.01% new 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,000 $26.7K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,980 $26.5K 0.01% -10,063 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,868 $25.5K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,726 $24.3K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,342 $21K <0.01% +426 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,088 $18.6K <0.01% +288 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,012 $17.9K <0.01% +33 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,004 $17.8K 0.01% +1,951 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,800 $16K 0.01% -4,712 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,794 $16K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,572 $14K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,560 $13.9K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,359 $12.1K <0.01% +990 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,231 $11K <0.01% +351 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,173 $10.4K <0.01% -254 13F-HR/A Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,136 $10.1K <0.01% -34 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 1,000 $8.9K <0.01% -137 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 993 $8.84K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 991 $8.82K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 958 $8.53K <0.01% +562 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 937 $8.34K <0.01% +96 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 815 $7.25K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 756 $6.73K <0.01% -65,469 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 752 $6.69K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 705 $6K <0.01% +57 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 623 $5.54K <0.01% 0 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 605 $5.38K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 538 $4.79K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 433 $3.85K <0.01% -2 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 428 $3.81K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 365 $3.25K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 352 $3.13K <0.01% +175 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 350 $3.12K <0.01% -171 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 310 $2.76K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 270 $2.4K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 268 $2.39K <0.01% -1 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 261 $2.32K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 225 $2K <0.01% +55 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 224 $1.99K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 206 $1.84K <0.01% +161 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 200 $1.78K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 200 $1.78K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 169 $1.5K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 158 $1.41K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 158 $1.41K <0.01% +23 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 146 $1.3K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 131 $1.17K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 123 $1.09K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 124 $1.04K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 84 $748 <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 70 $623 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 70 $600 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 63 $561 <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 54 $481 <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 52 $463 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 49 $436 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 45 $401 <0.01% +12 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 36 $320 <0.01% +16 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 32 $282 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 31 $276 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11 $98 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 94 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 53 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -4,838 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.