Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 238 $112K 0.01% -3 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 220 $103K 0.01% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 170 $79.9K -6,503 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 157 $74.6K <0.01% +61 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 153 $71.9K 0.01% +14 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 147 $69.1K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 129 $60.5K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 127 $59.7K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 125 $59K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 123 $57.8K <0.01% -10 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 119 $55.9K 0.01% +63 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 112 $52.6K <0.01% -17 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 106 $49.8K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 103 $48.4K 0.02% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 102 $47.9K 0.01% +2 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 102 $47.9K 0.04% -7 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $47K 0.02% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 100 $47K 0.03% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 100 $47K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 91 $42.8K <0.01% -3 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 90 $41K 0.03% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 86 $40K 0.01% +5 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 82 $38.5K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 82 $38.5K <0.01% +13 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 80 $37.6K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 80 $37.6K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 74 $34.8K <0.01% +25 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 68 $31.9K <0.01% +4 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 69 $31.8K <0.01% +3 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 66 $31K <0.01% +6 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 65 $30.5K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 65 $30.5K <0.01% +35 13F-HR Timeline Group NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 65 $30.3K <0.01% new 13F-HR/A Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 62 $29.1K <0.01% +2 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 62 $29.1K <0.01% -237 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 61 $28.7K 0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 58 $27.2K 0.01% -2 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 58 $27.2K <0.01% new 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 57 $27K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 54 $25.4K 0.02% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 51 $24K <0.01% 0 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 44 $20.7K <0.01% 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 43 $20.2K <0.01% -1,795 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 43 $20K 0.01% +1 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 42 $19.7K <0.01% -12 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 42 $19.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 40 $18.8K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 40 $18.8K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 37 $17.5K 0.01% -19 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 36 $16.9K <0.01% +6 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 34 $16K <0.01% +4 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 31 $14.9K <0.01% -1 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 31 $14.6K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 29 $13.6K <0.01% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 30 $13.5K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 27 $12.7K <0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 20 $9K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 19 $8.93K <0.01% -516 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 18 $8.46K <0.01% +1 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 17 $7.99K <0.01% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 17 $7.99K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 16 $7.36K <0.01% +1 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 15 $7.05K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 14 $6.58K <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 13 $6.13K <0.01% -335 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 13 $6.11K <0.01% +5 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 12 $5.64K <0.01% +9 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 11 $5.17K <0.01% 0 13F-HR/A Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 10 $4.75K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 10 $4.7K <0.01% 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 9 $4.23K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 8 $3.92K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 8 $3.76K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 6 $2.82K <0.01% +2 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6 $2.82K <0.01% +2 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 6 $2.82K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $2.35K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 5 $2.35K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4 $1.88K <0.01% new 13F-HR/A Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4 $1.88K <0.01% +3 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 4 $1.88K 0.03% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3 $1.41K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3 $1.41K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3 $1.41K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3 $1.41K <0.01% 0 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 3 $1.41K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2 $983 <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2 $950 <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2 $941 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $940 <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2 $940 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2 $940 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2 $940 <0.01% new 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2 $940 <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1 $470 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $470 <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1 $470 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $470 <0.01% -1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $470 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $470 <0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1 $0 0% -1,107 13F-HR Timeline Group Value filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 1 $0 0% new 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 -60 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.