DRW Securities, LLC More: the full row for DRW Securities, LLC 12,172 $610K 0.03% -563 13F-HR Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 12,459 $600K +11,824 Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 11,872 $572K 0.14% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,796 $568K 0.01% -763 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 11,723 $564K <0.01% -55,269 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 11,269 $543K 0.01% +1,621 13F-HR/A Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 10,825 $521K 0.07% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,716 $516K <0.01% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 10,661 $513K <0.01% new 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 10,599 $510K 0.26% +16 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,562 $509K <0.01% +5,121 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 10,342 $498K 0.03% new 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 10,203 $491K +10,128 Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 10,200 $491K 0.08% +3,911 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,090 $486K <0.01% -1,496 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 10,036 $484K <0.01% +543 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 9,937 $478K <0.01% +173 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 9,879 $476K 0.01% -6,785 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 9,682 $466K 0.18% +97 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 9,827 $458K 0.09% +2,102 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 9,500 $457K 0.09% +3,000 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,476 $456K 0.01% -1,952 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 9,430 $454K 0.03% +1 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 9,313 $448K 0.08% +183 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,300 $448K 0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 9,076 $437K 0.01% -3,169 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 8,903 $434K 0.01% -1,680 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 9,000 $433K 0.01% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 8,937 $430K 0.08% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 8,906 $429K 0.05% +26 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 8,847 $426K 0.01% new 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 8,812 $424K <0.01% +3,921 13F-HR Timeline Group Jain Global LLC More: the full row for Jain Global LLC 8,643 $416K 0.01% new 13F-HR Timeline CHARTIST INC /CA/ More: the full row for CHARTIST INC /CA/ 8,480 $408K 0.28% 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,337 $401K 0.01% +96 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 7,943 $382K <0.01% -11,694 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,892 $380K 0.01% +2 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 7,735 $372K +2,334 Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,660 $369K 0.01% +7,428 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,530 $363K <0.01% -500 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 7,523 $362K 0.01% -93 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 7,424 $357K 0.31% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 7,300 $351K <0.01% -2,400 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 7,171 $345K 0.01% -93,201 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,044 $339K 0.02% +570 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,014 $338K <0.01% +148 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,763 $329K 0.01% +18 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 6,826 $329K 0.05% new 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 6,719 $324K 0.02% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 6,633 $316K <0.01% -33 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,477 $312K <0.01% +4,066 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 6,400 $308K <0.01% +4 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,340 $305K 0.03% +1,562 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 6,300 $303K 0.19% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 6,300 $303K 0.03% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 6,275 $302K 0.03% 0 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 6,338 $301K <0.01% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 6,216 $299K 0.02% new 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 6,187 $297K <0.01% new 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 6,057 $292K 0.11% +273 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,938 $286K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 6,391 $283K 0.05% -4,392 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,739 $276K 0.01% +297 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,686 $274K <0.01% -6 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5,663 $273K <0.01% +5,582 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 5,614 $270K 0.01% -30 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,582 $269K <0.01% -23 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,534 $266K 0.01% +593 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,530 $266K 0.04% -4,649 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,503 $265K 0.01% -9,332 13F-HR Timeline Group Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,425 $261K 0.04% +530 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 5,314 $256K 0.03% -64,321 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,166 $249K <0.01% -2,888 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,088 $245K 0.01% -486 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 5,023 $242K <0.01% new 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 5,017 $242K 0.09% -1,556 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,993 $240K <0.01% +97 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,795 $231K 0.04% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,565 $220K 0.09% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,488 $216K 0.03% +4,167 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 4,452 $214K <0.01% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 4,452 $214K 0.03% new 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 4,414 $213K 0.13% new 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 4,402 $212K <0.01% new 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 4,379 $211K 0.01% new 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 4,265 $205K 0.06% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,213 $203K <0.01% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,198 $202K <0.01% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,183 $201K 0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,180 $201K 0.4% -44,947 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,177 $201K <0.01% new 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,156 $200K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,140 $199K 0.07% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,777 $182K <0.01% -400 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 3,708 $179K 0.05% -166 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,515 $169K 0.01% +1,258 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,127 $151K <0.01% +228 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,985 $144K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 2,936 $141K 0.08% +2,694 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 2,911 $140K <0.01% -8,564 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,751 $132K 0.07% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,680 $129K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,555 $123K <0.01% +145 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,508 $121K <0.01% new 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,362 $113K 0.06% +14 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,220 $107K <0.01% -200 13F-HR Timeline Group Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 2,129 $103K 0.07% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,059 $98.4K <0.01% +83 13F-HR Timeline Group Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 2,017 $97.1K <0.01% -282 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,991 $95.9K <0.01% +140 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,878 $90.4K <0.01% +374 13F-HR/A 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. 1,679 $81K <0.01% +106 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,680 $80.9K <0.01% +277 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,540 $74.2K <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 1,410 $67.9K <0.01% +207 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,141 $55K <0.01% -865 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,101 $53K <0.01% +61 13F-HR Timeline Group Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,004 $48.3K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,001 $48.2K <0.01% +363 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 988 $48K <0.01% -2,115 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 968 $47K <0.01% -536 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 900 $43.3K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 899 $43.3K <0.01% +140 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 898 $43.2K 0.01% 0 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 840 $40.4K <0.01% 0 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 823 $39.6K <0.01% -18,900 13F-HR/A Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 786 $37.8K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 748 $36K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 700 $33.7K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 692 $33.3K <0.01% -62 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 641 $30.9K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 623 $30K 0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 613 $29K <0.01% +230 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 587 $28.3K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 586 $28.2K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 445 $25.3K <0.01% +437 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 515 $25K <0.01% +42 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 503 $24.2K 0.02% +4 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 501 $24.1K 0.01% +441 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 500 $24.1K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 492 $23.7K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 468 $22.5K 0.01% -106 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 456 $22K 0.01% new 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 440 $21.2K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 428 $20.5K <0.01% +319 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 400 $19K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 363 $17.5K 0.01% +4 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 351 $16.9K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 350 $16.9K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 345 $16.6K <0.01% +66 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 325 $15.6K 0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 320 $15.4K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 300 $14.4K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 300 $14.4K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 286 $13.8K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 285 $13.7K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 239 $11.5K <0.01% +30 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 219 $10.5K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 217 $10.4K 0.01% +141 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 201 $9.68K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 201 $9.68K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 200 $9.63K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 199 $9K <0.01% +17 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 177 $8.52K <0.01% +92 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 175 $8.43K <0.01% +5 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 158 $7.61K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 152 $7.29K 0.01% +2 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 151 $7.27K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 132 $6.07K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 124 $5.97K <0.01% 0 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 121 $5.83K <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 102 $4.91K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 102 $4.91K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 96 $4.62K <0.01% +11 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 88 $4.24K <0.01% -302 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 85 $4K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 82 $3.95K <0.01% +5 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 72 $3.47K <0.01% -1 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 48 $2.31K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 45 $2.17K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 44 $2.12K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 43 $2.07K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 40 $1.93K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 35 $1.69K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 32 $1.54K <0.01% -6 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 27 $1.31K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 22 $1K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 20 $946 <0.01% -2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 19 $915 <0.01% -6 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 18 $867 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 15 $722 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 14 $675 <0.01% +3 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 13 $626 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7 $338 <0.01% +4 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 7 $337 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $337 <0.01% -1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $291 <0.01% +2 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 11 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.