SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 21,282 $414K 0.74% 0 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 21,013 $408K 0.02% +352 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 20,909 $406K 0.06% +5,023 13F-HR/A Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 20,321 $395K 0.01% +1,910 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 20,276 $394K 0.07% -1,158 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 20,276 $394K <0.01% -15,252 13F-HR Timeline Group BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 20,000 $391K 0.07% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 20,000 $389K 0.03% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 19,602 $381K <0.01% new 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 16,880 $361K 0.22% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 18,125 $352K 0.01% 0 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 17,679 $342K 0.03% +1,203 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 17,562 $341K 0.05% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 17,275 $336K 0.04% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 16,013 $311K <0.01% -3,000 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 15,632 $304K <0.01% +1,495 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 15,417 $300K 0.11% -1,500 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 15,200 $295K 0.14% new 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 15,037 $292K <0.01% +1,834 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 15,000 $291K 0.11% 0 13F-HR Timeline Palo Duro Investment Partners, LP More: the full row for Palo Duro Investment Partners, LP 14,453 $281K 0.09% +1,517 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,450 $281K <0.01% -226 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 14,792 $279K 0.01% new 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 14,335 $279K 0.07% -7,881 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 14,289 $278K 0.14% +4,281 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 14,000 $272K 0.04% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,000 $272K 0.01% +1,000 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,991 $272K 0.01% -1,108 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 13,700 $266K 0.05% +3,000 13F-HR Timeline Group NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 13,500 $262K 0.03% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 13,456 $261K <0.01% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 12,971 $252K 0.03% +1,131 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 12,850 $250K 0.05% +500 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,300 $239K <0.01% +9,616 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 12,152 $236K 0.11% -748 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 11,769 $229K <0.01% +1,708 13F-HR Timeline Group CBRE INVESTMENT MANAGEMENT LISTED REAL … More: the full row for CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 11,626 $226K <0.01% -4,076 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 11,726 $224K 0.04% +1,666 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 11,423 $222K 0.01% new 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 10,363 $201K 0.11% +171 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 10,319 $200K 0.02% -354 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 10,278 $200K 0.01% +778 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 10,275 $200K 0.14% +162 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,231 $199K 0.02% +195 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 10,125 $197K 0.05% -730 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 10,132 $196K 0.01% -5,071 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,337 $181K <0.01% +5,095 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,056 $176K <0.01% +250 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 8,726 $170K 0.06% +490 13F-HR Timeline Group Amplify Investments, LLC More: the full row for Amplify Investments, LLC 7,602 $148K 4.02% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 7,417 $144K <0.01% -15,068 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,630 $129K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6,341 $123K 0.04% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,000 $117K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,599 $109K 0.01% -2,712 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 5,500 $107K 0.06% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,211 $101K 0.01% +2,606 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 5,200 $101K 0.05% +200 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 5,124 $99.6K 0.05% +89 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5,000 $97.2K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,289 $83.3K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,760 $73.1K 0.03% -20 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,484 $67.7K <0.01% +1,051 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3,030 $58K <0.01% +811 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. 3,005 $58K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,885 $56.1K <0.01% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,883 $56K <0.01% +2,300 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,650 $51.5K <0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,997 $38.8K 0.03% +1,580 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,917 $37.2K <0.01% +53 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,877 $36.5K <0.01% +2 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,877 $36.5K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,836 $35.7K <0.01% -13,508 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,600 $31.1K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,136 $22.1K <0.01% -10 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,120 $21.8K <0.01% -69 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 832 $16.2K 0.01% +86 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 838 $16K <0.01% 0 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 800 $15.5K <0.01% 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 750 $14.6K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 700 $13.6K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 690 $13.4K <0.01% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 650 $12.6K 0.01% -950 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 595 $11.4K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 500 $9.71K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 472 $9K <0.01% +112 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 343 $6.67K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 312 $6.06K <0.01% -1,386 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 302 $5.87K <0.01% -89 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 300 $5.73K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 247 $4.8K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 240 $4.66K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 234 $4.55K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 228 $4.43K <0.01% 0 13F-HR/A Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 215 $4.18K <0.01% +4 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 215 $4.18K <0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 213 $4.14K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 192 $3.73K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 166 $3.23K <0.01% -896,384 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 162 $3.15K <0.01% -122 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 152 $2.95K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 151 $2.94K <0.01% +43 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 150 $2.92K <0.01% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 120 $2.33K <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. 106 $2.06K <0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 100 $1.94K <0.01% 0 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 90 $1.75K <0.01% -173 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 86 $1.67K <0.01% 0 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 100 $1K <0.01% 0 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) 50 $972 <0.01% -9 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 35 $680 <0.01% -2 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 34 $661 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 33 $642 <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 3 $60 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3 $58 <0.01% -80 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 1 $13 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1 $11 <0.01% -376 13F-HR Timeline 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.