CHOREO, LLC More: the full row for CHOREO, LLC 18,459 $270K <0.01% +1,768 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,454 $270K <0.01% +1,849 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 18,300 $268K 0.1% -11,150 13F-HR Timeline Group Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 17,505 $256K 0.12% -15,587 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 17,233 $252K <0.01% +3,458 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 17,199 $252K 0.02% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 16,966 $248K <0.01% -5,276 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 16,559 $242K 0.01% -4,100 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 16,529 $242K 0.03% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,492 $241K <0.01% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 16,350 $239K 0.02% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,321 $239K <0.01% +13,561 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 15,506 $227K 0.01% -1,600 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 15,443 $226K 0.18% +5,198 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 15,300 $224K 0.05% new 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 15,214 $223K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 14,814 $217K 0.01% +8,194 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 14,609 $217K <0.01% new 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 14,861 $215K 0.02% +190 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 14,500 $212K <0.01% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 13,969 $205K <0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 13,834 $203K 0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,400 $196K 0.01% +21 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,276 $194K <0.01% +11,157 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 13,190 $193K 0.01% +6 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 13,000 $190K 0.28% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,994 $190K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 12,660 $185K <0.01% new 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 10,650 $185K 0.16% -10,350 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 12,547 $184K 0.02% new 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 12,500 $183K 0.03% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 12,435 $182K <0.01% new 13F-HR/A Timeline Group United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 12,310 $180K 0.03% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 11,958 $175K 0.15% -4,392 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 11,920 $175K 0.02% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,817 $173K <0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 11,611 $170K 0.01% +222 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 11,140 $163K <0.01% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 11,073 $162K 0.01% new 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 10,716 $157K <0.01% +10,529 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 10,700 $157K 0.06% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 10,633 $156K <0.01% +10,125 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 10,371 $152K <0.01% new 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 10,200 $149K 0.01% -4,800 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 10,000 $146K 0.02% new 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 10,000 $146K 0.05% -75 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 10,000 $146K 0.07% new 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 9,834 $144K <0.01% +3,538 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 9,401 $138K 0.02% +151 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 9,000 $132K 0.01% +500 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 7,985 $117K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,894 $116K <0.01% +5,106 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,559 $111K <0.01% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,363 $108K <0.01% +7,081 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,168 $105K <0.01% +1,397 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 7,101 $104K <0.01% -1,993 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,566 $96.1K <0.01% +6,066 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 6,396 $93.6K <0.01% +6,030 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 6,118 $89.6K <0.01% +5,542 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 6,082 $89K <0.01% new 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,556 $81K <0.01% +10 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 4,225 $61.9K 0.04% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,645 $53.4K 0.01% +695 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,431 $50.8K <0.01% -3,655 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,246 $47.5K <0.01% -2,282 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. 2,830 $41K <0.01% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,800 $41K <0.01% new 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,500 $36.6K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,500 $36.6K 0.02% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,206 $32.3K <0.01% +1,532 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 2,150 $31.5K 0.02% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,700 $31.1K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,000 $29.3K <0.01% new 13F-HR Timeline Group Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,000 $29.3K 0.03% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,400 $23.8K 0.02% +1,075 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,626 $23.8K <0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,600 $23.4K 0.02% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,537 $22.5K 0.01% +15 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,535 $22K <0.01% +1,285 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,500 $22K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,464 $21.4K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,431 $20.9K <0.01% 0 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,400 $20.5K 0.01% +1,300 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,392 $20.4K <0.01% -1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,356 $19.9K <0.01% -1,395 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,150 $16.8K <0.01% +795 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,100 $16.1K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,096 $16K <0.01% +100 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,026 $15K <0.01% new 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,075 $15K <0.01% +475 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,000 $14.6K <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,000 $14.6K 0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 917 $13.4K 0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 850 $12.4K <0.01% -50,870 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 850 $12.4K <0.01% 0 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 825 $12.1K <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 800 $11.7K <0.01% -200 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 697 $10.2K <0.01% -846 13F-HR/A Timeline Quarry LP More: the full row for Quarry LP 617 $9.03K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 600 $8.78K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 600 $8.78K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 600 $8.78K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 584 $8.55K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 565 $8.27K <0.01% +315 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 553 $8.1K <0.01% +403 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 525 $7.69K <0.01% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 500 $7.32K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 500 $7.32K <0.01% new 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 500 $7.32K <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 480 $7.03K 0.01% -380 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 420 $6.22K <0.01% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 336 $4.92K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 303 $4.44K <0.01% +163 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 260 $3.81K <0.01% +186 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 206 $3.02K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 200 $2.93K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 200 $2.93K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 200 $2.93K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 194 $2.84K <0.01% +34 13F-HR/A Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 180 $2.64K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 158 $2.31K <0.01% new 13F-HR/A Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 144 $2.11K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 137 $2.01K <0.01% +37 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 133 $1.95K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 133 $1.95K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 102 $1.49K <0.01% -150 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 100 $1.46K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 100 $1.46K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 100 $1.46K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 100 $1.46K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 99 $1.45K <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 93 $1.36K <0.01% new 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 71 $1.04K <0.01% -301 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 134 $1K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 100 $1K <0.01% new 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 59 $1K <0.01% 0 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 50 $732 <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 50 $732 <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 52 $729 <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 35 $512 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 33 $483 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 28 $410 <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 18 $264 <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 12 $176 <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 12 $176 <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3 $44 <0.01% 13F-HR Timeline DUPONT CAPITAL MANAGEMENT CORP More: the full row for DUPONT CAPITAL MANAGEMENT CORP 2 $29 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2 $29 <0.01% 13F-HR Timeline 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 0 $5 <0.01% -15,700 13F-HR Timeline Group Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $4 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 24 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Covestor Ltd More: the full row for Covestor Ltd 19 $0 0% -6 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.