Arax Advisory Partners More: the full row for Arax Advisory Partners 5,091 $177K 0.01% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 5,005 $173K 0.01% -2,409 13F-HR/A Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 5,006 $173K <0.01% -2,011 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 5,000 $173K 0.02% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 5,000 $173K 0.05% new 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 4,490 $155K 0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,457 $154K <0.01% -239,172 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,805 $151K <0.01% -1,939 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,309 $149K 0.02% +1,352 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 4,066 $141K 0.08% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,000 $138K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,923 $136K 0.05% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 3,554 $123K 0.11% 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 3,280 $113K <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,081 $107K <0.01% +454 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,822 $97.6K <0.01% -13,096 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,800 $96.9K 0.09% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,794 $96.7K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,616 $90.5K <0.01% +315 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 2,582 $89.3K 0.03% -22 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,495 $86.3K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,350 $81.3K +850 Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,363 $81K <0.01% -1,091 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,157 $74.6K 0.01% +1,001 13F-HR/A Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,990 $68.9K <0.01% -61 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,856 $64.2K 0.02% +7 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,736 $60.1K 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. 1,728 $60K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,718 $59.4K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,685 $58K <0.01% +1,314 13F-HR/A Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,653 $57.2K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,610 $55.7K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,600 $55.4K 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 1,526 $52.8K <0.01% +555 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,490 $52K <0.01% +1,453 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,396 $48.3K <0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,375 $47.6K 0.01% -14 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,300 $45K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,280 $44.3K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,275 $44.1K 0.01% -18,430 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,263 $43.7K <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 1,210 $41.9K 0.02% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,200 $41.5K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,030 $35.6K <0.01% -110 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,025 $35K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,000 $34.6K <0.01% +250 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,000 $34.6K <0.01% 0 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,000 $34.6K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,002 $34K <0.01% -73,475 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 960 $33.2K <0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 941 $32.6K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 925 $32K <0.01% +31 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 913 $31.6K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 919 $31K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 860 $29.8K 0.01% +225 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 850 $29.4K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 824 $28.5K <0.01% +164 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 809 $28K <0.01% new 13F-HR/A Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 800 $27.7K <0.01% -227 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 780 $27K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 765 $26.5K <0.01% +23 13F-HR/A Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 751 $26K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 602 $23.9K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 633 $21.9K <0.01% +28 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 569 $19.7K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 546 $18.9K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 527 $18.2K <0.01% -470 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 522 $18.1K 0.01% +16 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 500 $17.3K <0.01% new 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 500 $17.3K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 458 $15.8K <0.01% -19 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 414 $14.3K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 410 $14.2K <0.01% +235 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 400 $13.8K 0.01% 0 13F-HR/A Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 391 $13.5K 0.01% 0 13F-HR/A Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 390 $13.5K <0.01% +51 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 342 $13.1K <0.01% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 360 $12.5K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 337 $11.7K <0.01% -48 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 335 $11.6K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 322 $11.1K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 300 $10.4K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 291 $10.1K <0.01% +69 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 267 $9K <0.01% -11 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 242 $8.44K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 233 $8.06K <0.01% +199 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 218 $7.53K 0.01% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 210 $7.27K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 210 $7.26K <0.01% -539 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 204 $7.06K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 194 $6.71K <0.01% +129 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 185 $6.4K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 175 $6.05K <0.01% +112 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 174 $6K <0.01% -26 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 167 $5.78K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 158 $5.47K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 147 $5.09K <0.01% -1,024 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 145 $5.02K <0.01% +5 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 133 $4.6K <0.01% +91 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 132 $4.57K <0.01% -24 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 131 $4.53K <0.01% new 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 130 $4.5K <0.01% +63 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 125 $4.33K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 121 $4.19K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 117 $4.05K <0.01% 0 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 106 $3.67K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 100 $3.46K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 100 $3.46K <0.01% -10 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 100 $3.46K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 100 $3.46K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 99 $3.42K <0.01% +18 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 97 $3.36K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 94 $3.25K <0.01% -22 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 87 $3.01K <0.01% +72 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 80 $2.77K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 66 $2.28K <0.01% +46 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 55 $1.9K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 53 $1.83K <0.01% -4 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 50 $1.73K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 47 $1.64K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 42 $1.45K <0.01% +13 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 37 $1.28K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 37 $1.28K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 36 $1.25K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 36 $1.25K <0.01% -22 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 31 $1.07K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 29 $1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 37 $1K <0.01% +7 13F-HR/A Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 23 $887 <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 23 $806 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 23 $796 <0.01% -9 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 20 $692 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 19 $658 <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 19 $657 <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 17 $588 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 17 $588 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 14 $485 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 14 $484 <0.01% +9 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 13 $450 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 13 $450 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 12 $415 <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $346 <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 10 $342 <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 9 $312 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 7 $245 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 7 $243 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $242 <0.01% +4 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 6 $208 <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 5 $173 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $173 <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 5 $173 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $173 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2 $84 <0.01% -18 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1 $35 <0.01% new 13F-HR Timeline 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% -11 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.