EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 8,506 $206K 0.09% +1,491 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 8,476 $205K 0.05% new 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 8,280 $201K 0.01% -1,417 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,580 $183K 0.02% +7,573 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 7,113 $172K <0.01% +467 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 6,421 $156K <0.01% -265 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 6,421 $156K <0.01% -627 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,344 $156K <0.01% +3,913 13F-HR/A Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 6,381 $155K 0.01% -277 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,148 $149K <0.01% +5,749 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,006 $146K <0.01% +173 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) 5,836 $141K <0.01% +128 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 5,750 $139K <0.01% +289 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 4,547 $110K 0.07% +3,213 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,510 $109K 0.01% -15,083 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,421 $107K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,350 $105K 0.03% +1,870 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,224 $102K <0.01% +3,737 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,136 $100K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,080 $98.9K <0.01% +2,444 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,810 $92.4K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,647 $88.4K 0.06% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,161 $76.6K 0.01% -300 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 3,082 $74.7K 0.06% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,934 $71.1K <0.01% -50 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,857 $69K <0.01% +64 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,625 $63.6K 0.01% -1,121 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,645 $62.9K <0.01% +1,713 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 2,562 $62.5K new Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,572 $62.3K <0.01% +400 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,399 $58.2K 0.03% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,373 $57.5K <0.01% -496 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,180 $52.8K 0.01% -2,333 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 2,139 $52K <0.01% -7 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,938 $47K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,909 $46.3K <0.01% +144 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,857 $45K 0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,748 $44.4K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,754 $42.5K <0.01% +138 13F-HR Timeline Group Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,615 $39.1K <0.01% 0 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,601 $38.8K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,676 $37.3K <0.01% +1,095 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,515 $36.7K 0.01% -3,372 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,308 $31.7K <0.01% +87 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,206 $29.2K <0.01% +743 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,614 $29K <0.01% -538 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,188 $28.8K <0.01% +1,072 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,107 $26.8K <0.01% +433 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,107 $26.8K <0.01% -26 13F-HR/A 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 1,098 $26.6K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,029 $24.9K <0.01% +6 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,000 $24.2K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 981 $23.8K <0.01% +363 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 897 $21.7K <0.01% +851 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 825 $20K <0.01% +191 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 751 $18.2K <0.01% +506 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 739 $17.9K <0.01% +661 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 728 $17.6K <0.01% 0 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 670 $16.2K -13,998 Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 646 $15.7K <0.01% +382 13F-HR Timeline Trust Co More: the full row for Trust Co 602 $14.6K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 548 $13.3K <0.01% +202 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 546 $13.2K 0.01% +180 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 529 $12.8K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 505 $12.2K <0.01% +502 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 500 $12.1K <0.01% 0 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 500 $12.1K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 476 $12K <0.01% +284 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 486 $11.8K 0.01% 0 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 478 $11.6K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 466 $11K <0.01% +269 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 396 $9.6K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 385 $9.33K <0.01% +225 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 364 $8.82K <0.01% -250 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 355 $8.61K <0.01% +3 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 355 $8.6K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 354 $8.58K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 342 $8.29K <0.01% +144 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 329 $8.08K <0.01% +10 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 333 $8.07K <0.01% +313 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 329 $7.98K <0.01% +60 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 287 $6.96K 0.01% -1,064 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 285 $6.91K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 250 $6.06K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 246 $5.96K <0.01% +42 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 240 $5.82K <0.01% +193 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 203 $4.92K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 201 $4.87K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 188 $4.56K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 166 $4.02K <0.01% +150 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 150 $3.64K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 150 $3.64K <0.01% +30 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 129 $3.13K <0.01% +67 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 130 $3K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 122 $2.96K <0.01% +61 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 120 $2.92K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 117 $2.84K <0.01% +17 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 115 $2.79K <0.01% +73 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 114 $2.76K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 109 $2.64K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 104 $2.52K <0.01% 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $2.42K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 100 $2.42K <0.01% -250 13F-HR/A Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 92 $2.25K <0.01% +1 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 89 $2.16K <0.01% new 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 87 $2.11K <0.01% 0 13F-HR/A Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 82 $1.99K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 75 $1.82K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 67 $1.63K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 61 $1.48K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 55 $1.33K <0.01% +6 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 53 $1.28K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 52 $1.26K <0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 47 $1.14K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 46 $1.12K <0.01% -4 13F-HR Timeline Group Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 46 $1K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 40 $970 <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 36 $874 <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 36 $873 <0.01% 0 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 35 $848 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 34 $824 <0.01% +3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 33 $800 <0.01% +32 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 32 $781 <0.01% -608 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 29 $640 <0.01% new 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 26 $630 <0.01% +19 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 24 $597 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 21 $509 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 21 $500 <0.01% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 20 $485 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 20 $485 <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 18 $437 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 16 $388 <0.01% +9 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 14 $339 <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 12 $291 <0.01% -2,022 13F-HR/A Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12 $264 <0.01% +3 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 10 $243 <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10 $242 <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 9 $219 <0.01% 0 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $99 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3 $73 <0.01% -9 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1 $25 <0.01% -514 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $25 <0.01% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 31 $0 0% -26 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. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.