Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,766 $71.2K <0.01% -3,397 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 14,641 $70.6K +1,157 Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 14,532 $70K 0.01% +664 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 14,431 $69.6K <0.01% -6,511 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 14,331 $69.1K 0.02% -4,195 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 14,275 $68.8K <0.01% -2,413 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 13,950 $67.2K 0.02% +300 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 13,949 $67.2K <0.01% -1,500 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 13,888 $66.9K <0.01% -3,861 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 13,624 $65.7K <0.01% -440 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 13,572 $65.4K <0.01% -4,258 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 12,809 $61.7K <0.01% -314 13F-HR Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 12,678 $61.1K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,439 $60K 0.01% -156 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 12,130 $58.5K <0.01% 0 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,856 $57.1K <0.01% -2,340 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 11,648 $56.1K <0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 11,562 $55.7K <0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,509 $55.5K <0.01% +942 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 11,158 $53.8K <0.01% +589 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 11,003 $53K 0.01% -950 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 11,000 $53K 0.02% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 10,940 $52.7K 0.01% new 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 10,796 $52K <0.01% new 13F-HR/A Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 10,545 $51K <0.01% 0 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 14,000 $50.4K 0.01% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 10,298 $49.6K <0.01% +179 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 10,242 $49.4K 0.01% 0 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 10,134 $48.8K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,353 $48.7K <0.01% -2,249 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 10,060 $48.5K 0.01% 0 13F-HR/A Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 10,072 $48K <0.01% +2,027 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,950 $48K <0.01% -44,520 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 8,139 $39.2K <0.01% -402 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,830 $37.7K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 7,580 $36.5K <0.01% +2,417 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,919 $33.4K <0.01% -1,857 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) 6,920 $33K <0.01% -1,233 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,841 $28.2K <0.01% +823 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 5,390 $26K <0.01% -4,453 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5,226 $25.2K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,869 $23.5K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,590 $22.1K <0.01% -3,763 13F-HR/A Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,500 $21.7K <0.01% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 4,224 $20.4K <0.01% -23 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 4,162 $20.1K 0.01% -2,702 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,000 $19K <0.01% +3,996 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,873 $18.7K <0.01% +899 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,310 $16K <0.01% -124 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,201 $15.4K 0.02% -88 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,110 $15K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,033 $14.6K <0.01% +541 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,000 $14.5K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,624 $13.7K <0.01% +1,956 13F-HR/A Timeline Group Covestor Ltd More: the full row for Covestor Ltd 2,784 $13K 0.01% +1,516 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,681 $13K <0.01% -107 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,479 $11.9K <0.01% +1,518 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,476 $11.9K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,907 $11.5K <0.01% -262 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,146 $10.3K <0.01% -2,373 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,000 $9.64K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,963 $9.46K <0.01% +753 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,880 $8.99K <0.01% +761 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,500 $7.23K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,500 $7.23K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,472 $7K <0.01% +767 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,345 $6.48K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,236 $5.96K <0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,208 $5.82K <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,202 $5.79K <0.01% new 13F-HR/A Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,090 $5.25K <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 1,451 $5.22K <0.01% +451 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,078 $5.2K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,000 $4.82K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,000 $4.82K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 900 $4.34K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 835 $4.03K <0.01% -465 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 762 $3.67K <0.01% +618 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 761 $3.67K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 750 $3.62K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 628 $3.03K <0.01% +56 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 600 $2.89K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 574 $2.77K <0.01% -1,612 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 550 $2.65K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 540 $2.6K <0.01% +108 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 530 $2.56K <0.01% -3 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 530 $2.56K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 525 $2.53K <0.01% +295 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 500 $2.41K <0.01% -8,847 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 462 $2.23K <0.01% -77 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 433 $2.09K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 400 $1.93K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 315 $1.52K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 285 $1.37K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 283 $1.36K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 273 $1.32K <0.01% -4 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 260 $1.25K <0.01% +110 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 225 $1.08K <0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 215 $1.04K <0.01% 0 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 305 $1K <0.01% +86 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 191 $921 <0.01% +189 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 182 $878 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 182 $877 <0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 164 $790 <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 100 $786 <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 150 $723 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 140 $676 <0.01% +45 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 87 $419 <0.01% -43 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 85 $410 <0.01% 0 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 84 $405 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 83 $401 <0.01% +18 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 83 $401 <0.01% +8 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 75 $362 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 70 $338 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 65 $314 <0.01% 0 13F-HR/A Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 65 $313 <0.01% +45 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 63 $304 <0.01% -34 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 60 $289 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 57 $275 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 55 $265 <0.01% -7,000 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 50 $241 <0.01% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 48 $231 <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 40 $193 <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 33 $160 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 22 $107 <0.01% -18 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 20 $96 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 16 $62 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 11 $53 <0.01% -6 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $44 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $28 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 5 $25 <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 4 $19 <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3 $14 <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3 $14 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2 $10 <0.01% 0 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2 $10 <0.01% -70 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2 $10 <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 95 $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. Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 0 $0 0% -40 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.