Ninepoint Partners LP More: the full row for Ninepoint Partners LP 21,807 $430K 0.05% +12,460 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 21,752 $429K <0.01% -8,410 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 21,643 $427K 0.02% -167 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 21,601 $426K <0.01% +7,375 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 20,974 $414K 0.05% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 20,000 $394K 0.02% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 19,694 $388K 0.01% -1,947 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 19,515 $385K 0.01% 0 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 19,149 $378K 0.01% -14,252 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 18,986 $374K <0.01% +121 13F-HR/A Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 18,656 $368K <0.01% +555 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 18,600 $367K <0.01% -38,850 13F-HR/A Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 18,600 $367K 0.03% 0 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 18,234 $360K 0.08% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 18,050 $356K <0.01% new 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 17,710 $349K 0.02% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 26,013 $344K <0.01% +1,013 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 16,976 $335K +435 Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 16,898 $333K 0.15% 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 16,272 $321K 0.05% new 13F-HR Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 15,769 $311K new Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 15,731 $310K 0.03% new 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 15,515 $306K <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 15,379 $303K <0.01% +6,103 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 15,216 $300K <0.01% -149,252 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 14,942 $295K 0.02% new 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 14,631 $288K <0.01% +1,267 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 14,605 $288K <0.01% -14,550 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 14,053 $277K 0.04% +3,445 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 13,988 $276K <0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 13,906 $274K <0.01% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 13,712 $270K <0.01% new 13F-HR Timeline Archon Capital Management LLC More: the full row for Archon Capital Management LLC 13,700 $270K 0.15% -530,000 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 13,400 $264K 0.02% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,691 $261K 0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 13,047 $257K <0.01% 0 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 13,000 $256K 0.02% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 12,715 $251K <0.01% +657 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 12,502 $247K <0.01% -2,169 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 12,500 $246K <0.01% new 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 12,407 $245K <0.01% +2,111 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 12,342 $243K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11,961 $236K <0.01% +1,894 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 11,853 $234K <0.01% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 11,845 $234K 0.08% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 11,818 $233K 0.01% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 11,662 $230K 0.01% -5,000 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 11,492 $227K 0.02% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 10,637 $227K 0.09% -565 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 11,279 $222K 0.05% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 11,153 $220K <0.01% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 10,700 $211K <0.01% -350 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 10,550 $208K 0.14% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10,018 $198K <0.01% -28,595 13F-HR Timeline Group DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 10,000 $197K <0.01% new 13F-HR Timeline Group Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 10,000 $197K 0.13% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,000 $197K <0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 9,324 $184K <0.01% 0 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 9,315 $184K 0.02% 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) 9,230 $182K <0.01% -4,784 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 8,968 $177K 0.02% -3,636 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 8,704 $172K <0.01% -2,700 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,399 $166K <0.01% +7,179 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 8,131 $160K 0.07% -29,132 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 8,100 $160K <0.01% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 8,440 $156K 0.01% new 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 7,487 $148K <0.01% +13 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,927 $137K 0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,546 $129K <0.01% +2,955 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 6,213 $123K <0.01% new 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 6,000 $118K 0.01% 13F-HR/A Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 5,989 $118K 0.02% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 5,600 $110K 0.02% -800 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 5,177 $102K <0.01% -5,212 13F-HR Timeline Group RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 5,102 $101K 0.03% -1,871 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,764 $93.9K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,700 $92.7K <0.01% +3,950 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 4,282 $84K <0.01% new 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. 3,535 $70K <0.01% +1,364 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,758 $54.4K <0.01% +233 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,180 $43K <0.01% +2,000 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,000 $40.8K 0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,060 $40K 0.01% -76,440 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,011 $39.7K <0.01% +1,195 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,990 $39.2K 0.01% -3,104 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,647 $32.5K <0.01% -1,353 13F-HR Timeline BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 1,637 $32.3K <0.01% new 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,622 $32K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,578 $31.1K <0.01% -867 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,566 $30.9K <0.01% +1,000 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,550 $30.6K <0.01% +745 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,247 $24.6K <0.01% -647 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,000 $19.7K <0.01% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,000 $19.7K <0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 965 $19K <0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 903 $17.8K <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 863 $17K <0.01% +848 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 836 $16.5K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 675 $13.3K <0.01% 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 559 $11K <0.01% +65 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 550 $10.8K <0.01% -350 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 532 $10.5K <0.01% +27 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 525 $10.4K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 446 $8.79K <0.01% +7 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 435 $8.58K <0.01% -465 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 425 $8.38K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 381 $7.51K <0.01% +364 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 371 $7.32K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 325 $6.41K <0.01% +125 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 262 $5.17K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 250 $4.93K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 247 $4.87K <0.01% -45 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 200 $3.94K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 200 $3.94K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 170 $3.35K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 165 $3.25K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 157 $3.09K <0.01% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 156 $3.07K <0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 149 $2.94K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 130 $2.56K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 106 $2.09K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 147 $2K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 100 $1.97K <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 100 $1.97K <0.01% 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 91 $1.79K <0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 81 $1.6K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 62 $1.22K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 57 $1.12K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 26 $1K <0.01% -1 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 46 $907 <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 40 $789 <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 35 $690 <0.01% -765 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 29 $572 <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 28 $552 <0.01% new 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 20 $394 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 16 $316 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 16 $316 <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 15 $296 <0.01% -257 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4 $79 <0.01% new 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3 $59 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $35 <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.