Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,328 $254K 0.08% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,322 $253K <0.01% -49 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 1,319 $253K 0.22% +52 13F-HR Timeline Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 1,310 $251K <0.01% -10,883 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,308 $250K 0.06% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,304 $250K <0.01% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,280 $245K 0.03% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,266 $243K 0.01% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,200 $230K <0.01% new 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 1,199 $230K <0.01% -7,866 13F-HR/A Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,128 $216K <0.01% new 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 1,115 $214K 0.09% 0 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 1,100 $211K <0.01% +400 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,098 $210K <0.01% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,086 $208K 0.03% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,075 $206K <0.01% new 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 1,050 $201K <0.01% -392 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,002 $192K <0.01% +13 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 910 $174K <0.01% +612 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 904 $173K <0.01% -169 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 571 $109K 0.01% -64 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 569 $109K <0.01% -322 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 563 $108K <0.01% -50 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 561 $107K <0.01% -61 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 510 $97.7K <0.01% +184 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 494 $94.6K 0.01% -4 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 400 $76.6K <0.01% +300 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 392 $75.1K <0.01% -4 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 328 $62.8K <0.01% +120 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 293 $56.1K <0.01% -17 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 276 $52K <0.01% -88 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 232 $44K <0.01% +18 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 221 $42K <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 212 $41K <0.01% +23 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 199 $38.1K 0.01% +1 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 195 $37.4K <0.01% -8 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 192 $36.8K 0.03% -1,719 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 192 $36.8K <0.01% +51 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 188 $36K <0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 165 $31.6K <0.01% +85 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 147 $28.2K <0.01% -2 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 126 $24.1K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 130 $24K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 106 $20.3K <0.01% +46 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 103 $19.7K <0.01% +1 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 103 $19.7K <0.01% +3 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 90 $17.2K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 86 $16.5K <0.01% +74 13F-HR/A Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 100 $16K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 83 $15.9K <0.01% -45 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 28 $15.7K <0.01% -7 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. 80 $15.3K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 87 $15K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 76 $14.6K <0.01% +4 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 63 $14.3K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 74 $14.2K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 56 $10.7K <0.01% -272 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 51 $9.77K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 50 $9.58K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 46 $8.81K <0.01% +6 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 45 $8.62K <0.01% +29 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 44 $8.43K <0.01% +37 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 39 $7.47K <0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 37 $7.09K <0.01% +28 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 38 $7K <0.01% +6 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 36 $6.9K <0.01% +14 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 35 $6.7K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 34 $6.56K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 33 $6.32K 0.01% 0 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 33 $6.32K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 25 $4.79K <0.01% -1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 23 $4.41K <0.01% +12 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 22 $4.39K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 23 $4K <0.01% +4 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 17 $3.26K <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 17 $3.26K <0.01% new 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 17 $3.26K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 16 $3.07K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 15 $2.92K <0.01% +1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 14 $2.68K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 14 $2.68K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 13 $2.49K <0.01% +2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11 $2.11K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 10 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10 $1.92K <0.01% -1 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 9 $1.72K <0.01% 0 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 8 $1.53K <0.01% new 13F-HR/A Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 7 $1.34K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $1.15K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $958 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5 $958 <0.01% +2 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $958 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 5 $958 <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 5 $958 <0.01% -5 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4 $766 <0.01% new 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 4 $766 <0.01% -17 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3 $575 <0.01% -1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2 $448 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 2 $384 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $383 <0.01% +1 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $192 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $192 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $192 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $192 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $191 <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1 $0 0% 0 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 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.