Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 909 $235K 0.01% new 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 907 $235K 0.01% -439 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 900 $233K 0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 890 $230K 0.01% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 874 $226K <0.01% new 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 866 $224K 0.05% -100 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 838 $217K <0.01% new 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 812 $210K <0.01% 0 13F-HR Timeline Group WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 810 $210K 0.11% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 800 $207K <0.01% new 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 795 $206K 0.01% new 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 785 $203K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 781 $202K <0.01% -948 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 778 $201K <0.01% +1 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 775 $201K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 695 $180K 0.02% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 670 $173K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 626 $162K <0.01% +94 13F-HR Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 619 $160K <0.01% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 592 $153K 0.01% -18 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 550 $142K <0.01% +50 13F-HR Timeline Group STEPH & CO More: the full row for STEPH & CO 544 $141K 0.05% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 496 $128K 0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 486 $126K <0.01% -199 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 465 $120K 0.1% +18 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 447 $116K <0.01% +32 13F-HR Timeline Mint Tower Capital Management B.V. More: the full row for Mint Tower Capital Management B.V. 444 $115K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 442 $114K <0.01% +14 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 422 $109K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 418 $108K 0.06% -159 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 417 $108K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 410 $106K 0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 400 $104K <0.01% +33 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 390 $101K 0.03% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 360 $93.2K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 360 $93.1K <0.01% +222 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 341 $88.2K 0.01% +31 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 343 $88K <0.01% -481 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 329 $85.1K 0.05% +32 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 325 $84.2K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 316 $81.6K 0.01% -154 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 315 $81.5K 0.01% -1,560 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 312 $80.7K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 291 $75.3K <0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 270 $69.9K 0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 237 $61.3K 0.01% -1 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 226 $58.5K <0.01% +29 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 226 $58K 0.02% +4 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 211 $54.6K <0.01% +78 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 192 $49.7K 0.03% +143 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 189 $48.8K <0.01% -3,322 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 185 $47.9K <0.01% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 183 $47.3K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 166 $43K <0.01% +13 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 197 $41.6K 0.02% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 157 $40.6K <0.01% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 153 $39.6K 0.01% +134 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 148 $38.3K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 148 $38.3K 0.01% +52 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 142 $36K 0.01% +11 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 136 $35.2K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 136 $35.2K 0.02% +16 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 137 $35K <0.01% -38 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 129 $33.4K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 129 $33.4K <0.01% 0 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 124 $32.1K <0.01% 0 13F-HR Timeline Bares Capital Management, Inc. More: the full row for Bares Capital Management, Inc. 122 $31.6K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 121 $30.5K 0.01% -7 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 117 $30.3K <0.01% -7 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 113 $29.2K <0.01% -159 13F-HR/A Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 108 $27.9K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 107 $27.7K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 106 $27K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 93 $24.1K 0.02% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 89 $23K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 88 $22.8K 0.02% -2 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 85 $22.1K <0.01% +6 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 78 $20.2K 0.01% -40 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 77 $19.9K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 77 $19.9K <0.01% +13 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 61 $15.8K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 60 $15.5K <0.01% +60 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 52 $13.5K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 51 $13.2K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 50 $13K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 50 $12.9K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 46 $11.9K <0.01% +2 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 45 $11.3K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 42 $10.9K <0.01% +20 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 40 $10.4K <0.01% -132 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 40 $10.3K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 36 $9.31K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 36 $9.31K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 34 $8.8K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 34 $8.8K <0.01% -2 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 31 $8.02K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 30 $7.76K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 30 $7.76K 0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 26 $6.73K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 26 $6.73K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 24 $6.13K <0.01% +23 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 23 $5.95K <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 21 $5.43K <0.01% -25 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 20 $5.17K <0.01% -13 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 20 $5.17K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 19 $4.92K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 18 $4.66K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 16 $4.14K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 16 $4.14K <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 22 $4.09K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 14 $3.62K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 14 $3.62K <0.01% -7 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 13 $3.36K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 13 $3.36K <0.01% -26 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 12 $3.1K <0.01% +6 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 12 $3.1K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 12 $3K <0.01% -259 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11 $2.85K <0.01% -2 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 10 $2.59K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9 $2.33K <0.01% +7 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9 $2.33K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 9 $2.33K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 9 $2.33K <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 16 $2.28K 0.03% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 9 $2.21K <0.01% +4 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 8 $2.07K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 7 $1.81K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 7 $1.81K <0.01% -4 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $1.55K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 5 $1.29K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5 $1.29K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 6 $1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4 $1K <0.01% 0 13F-HR/A Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $757 <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2 $518 <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2 $518 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $518 <0.01% -1 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $518 <0.01% +1 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2 $518 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $518 <0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $517 <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2 $494 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $260 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1 $259 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1 $259 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $259 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $259 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $259 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $259 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1 $259 <0.01% 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 75 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.