PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 15,561 $261K <0.01% +5,962 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 14,811 $248K 0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 14,699 $247K 0.08% +3,758 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,581 $245K 0.02% -43,240 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 14,541 $244K 0.01% +992 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 14,101 $236K <0.01% new 13F-HR/A Timeline Fortress Investment Group LLC in group Fortress Investment Group LLC More: the full row for Fortress Investment Group LLC 14,056 $236K 0.04% 0 13F-HR Timeline Group Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 14,000 $235K 0.14% new 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 13,852 $232K 0.02% +36 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 13,827 $232K 0.11% +241 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 13,760 $231K 0.01% new 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 13,636 $229K <0.01% 0 13F-HR Timeline Group EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 13,626 $229K 0.08% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 13,563 $227K 0.07% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 13,551 $227K 0.09% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 13,529 $227K 0.03% +12,873 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 13,448 $226K 0.14% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 13,301 $223K 0.01% -900 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 13,089 $220K <0.01% +37 13F-HR Timeline Group Phraction Management LLC More: the full row for Phraction Management LLC 13,000 $218K 0.08% 0 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 12,987 $218K 0.15% +2,766 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 12,844 $215K 0.02% +6,485 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. 10,664 $209K <0.01% +1,979 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 12,150 $204K <0.01% -898 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 11,650 $195K <0.01% new 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 11,505 $193K <0.01% +4,465 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 11,494 $193K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 11,400 $191K 0.1% new 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 11,152 $187K 0.08% 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 11,054 $185K 0.01% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 10,704 $180K 0.04% +148 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,620 $178K <0.01% +1,238 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,442 $175K 0.01% new 13F-HR Timeline TOBAM More: the full row for TOBAM 10,276 $172K 0.05% +2,575 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sepio Capital, LP More: the full row for Sepio Capital, LP 10,157 $170K 0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,082 $169K <0.01% new 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 10,021 $168K 0.05% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,001 $151K 0.01% +4,408 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 9,000 $151K 0.03% 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 8,730 $146K 0.14% 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 8,088 $136K <0.01% +20 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 7,928 $132K <0.01% -572 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,281 $122K <0.01% +3,915 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 7,000 $117K 0.07% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 6,718 $113K 0.07% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,569 $110K 0.01% +3,554 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 5,417 $91K <0.01% 0 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 4,607 $83K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,640 $77.8K <0.01% +1,040 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,496 $75.5K <0.01% +1,908 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,962 $68.5K 0.01% +3,387 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,500 $64.2K <0.01% +2,375 13F-HR Timeline Group Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 3,600 $60.8K 0.03% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,559 $59.7K <0.01% +1,505 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,341 $56K <0.01% +2,693 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,278 $55K <0.01% +303 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,109 $52K <0.01% +1,285 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,000 $50.3K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,843 $47.7K <0.01% +599 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,205 $37K <0.01% +1,187 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,945 $32.6K <0.01% +860 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,883 $31.6K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,824 $30.6K <0.01% +1,426 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,662 $27.9K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,600 $26.8K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,600 $26.8K 0.02% 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 1,542 $25.9K <0.01% -15,841 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,527 $25.6K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,412 $23.7K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,355 $22.7K <0.01% -562 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,339 $22.5K <0.01% +486 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 1,327 $22.3K <0.01% +250 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,300 $21.8K <0.01% -850 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,300 $21.8K <0.01% 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,286 $21.6K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,159 $19.4K <0.01% -33 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,057 $17.7K <0.01% -88 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,000 $16.8K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 965 $16.2K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 911 $15.3K 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,496 $14.7K <0.01% -25,201 13F-HR/A Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 832 $14K <0.01% +546 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 828 $13.9K <0.01% +18 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 800 $13.4K <0.01% -2 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 718 $12.4K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 734 $12.3K <0.01% +194 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 700 $11.7K <0.01% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 639 $10.7K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 621 $10.4K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 600 $10.1K <0.01% 0 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 600 $10.1K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 562 $9.43K 0.02% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 512 $8.59K <0.01% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 508 $8.52K <0.01% +379 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 432 $8.51K <0.01% +143 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 500 $8.38K <0.01% -1,500 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 479 $8.28K <0.01% +460 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 490 $8.22K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 472 $7.92K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 469 $7.86K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 445 $7.46K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 431 $7K <0.01% +4 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 400 $6.71K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 337 $5.65K <0.01% -43 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 326 $5.47K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 310 $5.2K <0.01% +105 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 300 $5.03K <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 250 $4.92K <0.01% +250 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 274 $4.59K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 260 $4.36K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 240 $4.03K <0.01% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $3.35K <0.01% -3,900 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 178 $3K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 169 $2.83K <0.01% +85 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 165 $2.77K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 140 $2.35K <0.01% +15 13F-HR Timeline Group Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 136 $2.28K <0.01% new 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 129 $2.16K <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 101 $1.7K <0.01% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 100 $1.68K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 100 $1.68K <0.01% new 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 100 $1.68K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 100 $1.68K <0.01% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 100 $1.62K <0.01% new 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 95 $1.59K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 83 $1.39K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 79 $1.32K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 61 $1.02K <0.01% +18 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 40 $1K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 57 $956 <0.01% 0 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 56 $940 <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 54 $906 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 53 $889 <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 50 $839 <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 50 $839 <0.01% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 45 $755 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 43 $721 <0.01% -10 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 40 $671 <0.01% new 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 40 $671 <0.01% 13F-HR/A Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 37 $620 <0.01% 0 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 35 $588 <0.01% -20 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 25 $419 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 20 $336 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 18 $302 <0.01% -6 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $168 <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 10 $168 <0.01% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 9 $151 <0.01% new 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 5 $84 <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 2 $34 <0.01% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1 $17 <0.01% 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 75 $13 <0.01% 0 13F-HR/A Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 26 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 25 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.