NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,078 $55.3K <0.01% +12,000 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,060 $55.2K <0.01% -47,197 13F-HR/A Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 12,130 $51.3K <0.01% 0 13F-HR Timeline Group Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 12,116 $51.3K <0.01% new 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 12,000 $51.1K 0.05% new 13F-HR/A Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 11,928 $50.5K -2,713 Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 11,648 $49.3K <0.01% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 11,436 $48.4K <0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 11,352 $48K <0.01% -19,624 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 11,203 $47.4K 0.01% +263 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 11,161 $47.2K <0.01% -10,478 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,545 $47K <0.01% new 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 11,024 $46.6K 0.02% +24 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 11,000 $46.5K 0.01% new 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,755 $45.5K <0.01% -754 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 10,713 $45.3K 0.01% -3,618 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,700 $45.3K <0.01% new 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 10,671 $45.1K 0.05% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 10,545 $45K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 10,587 $44.8K 0.01% +10,585 13F-HR/A Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 10,242 $43.3K 0.01% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 10,098 $42.7K <0.01% -14,483 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,071 $42.6K <0.01% -1,785 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 10,000 $42.3K 0.01% -60 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,689 $36.8K <0.01% +3,299 13F-HR/A Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 8,200 $36.1K 0.03% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,525 $36.1K <0.01% +695 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 8,045 $34K <0.01% -2,027 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,313 $30.9K <0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,657 $28.5K <0.01% -2,696 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 6,674 $28.2K <0.01% -9,861 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 6,469 $27.4K <0.01% -1,670 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 6,298 $26.6K 0.02% +2,136 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,610 $19.5K <0.01% +1,500 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,500 $19K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,291 $18.2K <0.01% +418 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,104 $17.6K <0.01% +1,480 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,546 $15K <0.01% -3,373 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,500 $14K <0.01% -500 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,196 $13.5K <0.01% -2,030 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,074 $13K <0.01% +167 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,000 $12.7K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $12.4K <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,874 $12.2K <0.01% +994 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,738 $12K 0.01% -46 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,681 $11K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,562 $10.8K <0.01% +416 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,460 $10K <0.01% +988 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,000 $8.46K <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,885 $7.97K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,790 $7.57K <0.01% -1,243 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,706 $7.22K 0.01% -770 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,556 $6.58K <0.01% +721 13F-HR/A Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,500 $6.34K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,500 $6.34K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,345 $5.69K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,130 $4.78K <0.01% +590 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,108 $4.69K <0.01% -1,371 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,090 $4.61K <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 1,000 $4.23K <0.01% -451 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 1,000 $4.23K <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. 967 $4K <0.01% new 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 900 $3.81K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 854 $3.61K <0.01% +594 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 790 $3.34K <0.01% -14,943 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 751 $3.18K <0.01% +1 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 598 $3K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 700 $2.96K <0.01% +100 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 605 $2.56K <0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 579 $2.45K <0.01% +5 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 550 $2.33K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 535 $2.26K <0.01% +10 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 500 $2.12K <0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 455 $1.93K <0.01% -7 13F-HR/A Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 432 $1.83K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 400 $1.69K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 395 $1.67K <0.01% -1,568 13F-HR Timeline Quarry LP More: the full row for Quarry LP 325 $1.38K <0.01% new 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 315 $1.33K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 302 $1.28K <0.01% +237 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 285 $1.21K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 261 $1.1K <0.01% -269 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 387 $1K <0.01% +82 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 231 $978 <0.01% -42 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 225 $952 <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 $909 <0.01% 0 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 164 $694 <0.01% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 160 $677 <0.01% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 150 $635 <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 120 $508 <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 119 $503 <0.01% -1,117 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 106 $449 <0.01% -34 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 100 $423 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 86 $364 <0.01% -96 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 85 $360 <0.01% 0 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 84 $356 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 79 $334 <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 75 $317 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 71 $301 <0.01% +66 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 68 $288 <0.01% new 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 68 $288 <0.01% -114 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 60 $254 <0.01% -4,530 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 60 $254 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 57 $241 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 55 $233 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 51 $216 <0.01% -12 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 50 $212 <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 40 $170 <0.01% 0 13F-HR/A Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 40 $170 <0.01% -4,829 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 33 $140 <0.01% new 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 29 $122 <0.01% +23 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 28 $119 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 27 $115 <0.01% -56 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 23 $99 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 22 $94 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 22 $93 <0.01% +13 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 20 $85 <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 17 $72 <0.01% +14 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 16 $70 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 8 $34 <0.01% -75 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $21 <0.01% -6 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 4 $17 <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3 $13 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2 $8 <0.01% -281 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2 $8 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2 $8 <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1 $4 <0.01% new 13F-HR Timeline Group 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. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -191 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.