Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,579 $389K 0.03% -424 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 1,554 $384K <0.01% -43 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 1,535 $378K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,508 $372K <0.01% -28 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,501 $369K <0.01% +1,103 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,494 $368K <0.01% +76 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,459 $360K <0.01% new 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,424 $351K 0.01% new 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 1,375 $339K <0.01% new 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 1,369 $338K <0.01% -3,050 13F-HR/A Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,361 $336K <0.01% new 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,125 $325K 0.09% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 1,303 $321K <0.01% -4 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,261 $311K 0.01% -46 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,241 $306K 0.16% -537 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,220 $301K 0.01% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,214 $299K 0.04% -1 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 1,175 $290K <0.01% -623 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,175 $290K <0.01% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,154 $285K <0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,112 $274K <0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,086 $268K 0.01% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,083 $267K <0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,080 $266K <0.01% new 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,058 $261K <0.01% new 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 1,044 $257K <0.01% -219 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 1,033 $255K <0.01% new 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,032 $254K 0.02% new 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 996 $246K 0.01% -422 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 991 $244K <0.01% new 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 963 $237K <0.01% new 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 955 $235K 0.01% 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 930 $229K <0.01% +4 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 927 $228K <0.01% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 926 $228K <0.01% +430 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 923 $228K <0.01% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 923 $228K 0.05% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 888 $219K <0.01% new 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 859 $212K 0.14% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 856 $211K 0.03% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 840 $207K <0.01% new 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 840 $207K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 789 $195K 0.01% +292 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 759 $187K 0.02% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 685 $169K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 610 $151K 0.01% +188 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 600 $148K <0.01% 0 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 569 $140K <0.01% -54 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 565 $139K 0.01% -99 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 553 $137K <0.01% 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 412 $102K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 393 $96.9K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 371 $91K <0.01% +79 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 313 $77.2K <0.01% +3 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 293 $72.2K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 290 $71.5K <0.01% +253 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 284 $70K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 265 $65.3K <0.01% +189 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. 262 $65K <0.01% +88 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 250 $61.6K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 202 $49.8K <0.01% +134 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $49.3K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 188 $46.3K <0.01% -2 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 183 $44.8K <0.01% +1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 171 $42.2K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 162 $39.9K <0.01% +102 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 160 $39.4K <0.01% +142 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 137 $39K <0.01% +127 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 156 $38.5K <0.01% +20 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 151 $37.2K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 146 $36K <0.01% +15 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 144 $35.5K <0.01% +37 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 136 $33.5K 0.03% 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 100 $24.7K 0.02% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 94 $23.2K <0.01% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 89 $21.9K <0.01% -1 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 86 $21.2K <0.01% new 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 86 $21K <0.01% -5 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 85 $21K <0.01% +13 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 84 $20.7K <0.01% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 81 $20K <0.01% new 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 75 $18.5K <0.01% +12 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 72 $17.8K <0.01% +38 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 71 $17.5K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 57 $14.1K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 56 $13.8K <0.01% -49 13F-HR/A Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 55 $13.6K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 50 $12.3K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 43 $10.6K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 39 $9.62K <0.01% +6 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 34 $8.38K <0.01% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 34 $8.38K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 33 $8.14K <0.01% +8 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 33 $8.14K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 32 $7.89K <0.01% -224 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 28 $6.9K <0.01% -5 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 28 $6.9K <0.01% +2 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 27 $6.66K <0.01% +7 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 27 $6.66K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 20 $4.93K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 17 $4.19K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 16 $3.94K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 15 $3.7K <0.01% 0 13F-HR Timeline Group Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 15 $3.7K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 14 $3.45K <0.01% 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 7 $1.73K <0.01% +3 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7 $1.73K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 7 $1.73K <0.01% +5 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5 $1.23K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 5 $1.23K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 6 $1K <0.01% +2 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4 $986 <0.01% -2 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 4 $986 <0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $986 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4 $986 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3 $741 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3 $740 <0.01% +1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2 $494 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2 $494 <0.01% 13F-HR Timeline Trust Co More: the full row for Trust Co 2 $493 <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2 $493 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2 $493 <0.01% 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1 $247 <0.01% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 1 $247 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $247 <0.01% -4 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $247 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1 $247 <0.01% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,940 $42 <0.01% new 13F-HR Timeline Dauntless Investment Group, LLC More: the full row for Dauntless Investment Group, LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.