AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,939 $256K 0.09% 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 4,896 $254K 0.07% +481 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 4,887 $253K 0.09% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,834 $250K <0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,833 $250K <0.01% new 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 4,829 $250K 0.42% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,829 $250K 0.02% new 13F-HR/A Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 4,815 $249K 0.02% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,813 $249K 0.01% new 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 3,834 $247K 0.04% new 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 4,208 $247K <0.01% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,743 $246K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,649 $241K <0.01% +3,650 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,610 $239K <0.01% 13F-HR/A Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,541 $235K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,535 $235K 0.01% +331 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,523 $234K 0.01% +862 13F-HR Timeline Group AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 4,500 $233K 0.05% new 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 4,437 $230K 0.06% -1,025 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,415 $229K 0.01% new 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 4,310 $223K 0.21% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,259 $221K 0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,230 $219K <0.01% new 13F-HR Timeline Group Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 4,200 $218K 0.18% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,166 $216K <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,123 $214K <0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,043 $209K 0.01% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,009 $208K <0.01% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,007 $208K <0.01% new 13F-HR/A Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,918 $203K <0.01% -1,442 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 3,905 $202K 0.03% new 13F-HR Timeline ABBINGTON INVESTMENT GROUP More: the full row for ABBINGTON INVESTMENT GROUP 3,879 $201K 0.14% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,867 $200K <0.01% new 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,800 $197K 0.02% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,709 $192K 0.14% -11,827 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,484 $181K <0.01% +1,111 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 3,461 $179K 0.05% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,200 $166K 0.01% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 2,615 $135K <0.01% -1,586 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,441 $126K <0.01% -5,455 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,431 $126K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,343 $121K 0.07% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,167 $112K <0.01% -322 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,438 $102K 0.03% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,757 $91K <0.01% +400 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,728 $89.5K 0.04% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,695 $87.8K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,658 $85.9K 0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,607 $83.3K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,563 $81K 0.02% +4 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,500 $77.7K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,498 $77.6K <0.01% 0 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,492 $77.3K <0.01% 0 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,336 $69.2K 0.05% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,290 $66.9K <0.01% new 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 1,236 $64K 0.04% -546 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,220 $63.2K <0.01% +610 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 1,200 $62.2K 0.03% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,131 $58.6K 0.02% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,039 $53.8K <0.01% 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,025 $53.1K <0.01% +100 13F-HR Timeline City State Bank More: the full row for City State Bank 1,020 $52.8K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,005 $52.1K <0.01% +484 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,000 $52K <0.01% +933 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,000 $52K <0.01% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,000 $51.8K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 970 $50.3K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 964 $49.9K <0.01% -160 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 930 $48.2K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 908 $47K 0.01% 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 900 $46.6K 0.03% 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 849 $44K <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 842 $43.6K <0.01% -186 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 834 $43.2K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 829 $43K <0.01% +20 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 820 $42.5K <0.01% +520 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 795 $41.1K 0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 704 $36.5K <0.01% -2,398 13F-HR/A Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 700 $36.3K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 695 $36K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 645 $33.4K <0.01% +3 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 614 $31.8K 0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 613 $31.8K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 600 $31.1K <0.01% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 591 $30.7K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 577 $29.2K 0.01% -858 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 559 $29K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 555 $28.8K 0.01% +100 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 500 $25.9K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 478 $25.2K <0.01% +110 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 475 $24.6K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 455 $23.6K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 440 $22.8K <0.01% +91 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 432 $22.4K <0.01% 0 13F-HR Timeline Group DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 432 $22.4K <0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 429 $22.2K <0.01% +57 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 416 $21.6K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 400 $20.7K <0.01% +95 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 400 $20.7K 0.02% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 399 $20.7K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 395 $20.5K <0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 392 $20.3K <0.01% 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 383 $19.8K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 365 $18.9K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 350 $18.1K 0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 346 $17.9K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 335 $17.4K 0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 328 $17K <0.01% 0 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 300 $15.5K <0.01% +250 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 300 $15.5K 0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 300 $15.5K 0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 293 $15.2K <0.01% +150 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 290 $15K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 223 $12K <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 231 $12K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 225 $11.7K <0.01% +164 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 158 $10.4K <0.01% -271 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 200 $10.4K <0.01% -400 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 187 $9.69K <0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 180 $9.33K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 159 $8.26K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 148 $8K <0.01% 0 13F-HR/A Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 146 $7.56K <0.01% -5 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 142 $7.36K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 126 $6.53K <0.01% -204 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 105 $5.44K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 100 $5.18K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 100 $5.18K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 100 $5.18K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 98 $5.08K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 91 $4.71K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 81 $4.2K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 70 $3.63K <0.01% +15 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 64 $3.32K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 63 $3.29K <0.01% new 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 63 $3.26K <0.01% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 51 $2.64K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 50 $2.59K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 50 $2.59K <0.01% -23 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 47 $2.44K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 42 $2.18K <0.01% +24 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 41 $2.1K <0.01% +28 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 39 $2.03K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 38 $1.97K <0.01% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 36 $1.86K <0.01% +5 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 35 $1.81K <0.01% -73 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 31 $1.71K <0.01% -127 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 32 $1.66K <0.01% new 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 32 $1.66K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 25 $1.29K <0.01% 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 24 $1.24K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 20 $1.04K <0.01% 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 17 $881 <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 16 $829 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 15 $777 <0.01% 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 14 $730 <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7 $363 <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 7 $363 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 5 $260 <0.01% new 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 2 $104 <0.01% 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 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.