KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,047 $52.6K <0.01% -2,038 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 12,021 $52.5K 0.03% -9,931 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,624 $52.2K <0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,886 $52K <0.01% -16,975 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,003 $51.3K <0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11,610 $50.7K <0.01% +1,259 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 11,546 $50.5K 0.01% +7,300 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,455 $50.1K <0.01% new 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 11,354 $49.6K <0.01% new 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 11,071 $48.4K 0.04% -93 13F-HR/A Timeline BFSG, LLC More: the full row for BFSG, LLC 10,740 $46.9K 0.01% +520 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 10,671 $46.6K 0.01% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 10,480 $45.8K <0.01% new 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 10,331 $45.1K <0.01% -602 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 10,157 $44.4K 0.01% 0 13F-HR Timeline Group Cadence Bank More: the full row for Cadence Bank 10,000 $43.7K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 9,247 $40.4K 0.01% -2,600 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,673 $33.5K <0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7,000 $30.6K <0.01% new 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 5,800 $25.3K <0.01% +3,600 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 5,782 $25.3K 0.01% -8,316 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 4,935 $21.6K <0.01% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,849 $21.2K <0.01% +3,794 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,971 $21K <0.01% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 4,737 $20.7K <0.01% +990 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 4,384 $19.2K 0.02% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 4,549 $19.2K <0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 3,747 $19.1K 0.01% 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,331 $18.9K <0.01% +1,542 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,603 $15.7K <0.01% -40 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,577 $15.6K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3,555 $15.5K 0.01% +96 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,396 $14.8K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,255 $14.2K <0.01% -1,420 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,085 $13.5K <0.01% +1,987 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,028 $13.2K <0.01% +2,329 13F-HR Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 3,112 $13.1K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,615 $11.4K <0.01% +2,387 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 2,526 $11K <0.01% -494 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,497 $10.9K <0.01% -2,896 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 2,005 $8.76K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,809 $7.91K 0.01% -1,275 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,808 $7.9K <0.01% -111 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,800 $7.87K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,800 $7.87K <0.01% -62,188 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,683 $7.1K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,742 $7K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,700 $7K <0.01% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,593 $6.96K -12,784 Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 1,546 $6.76K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,368 $6K <0.01% +693 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,280 $6K <0.01% +19 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,267 $5.54K <0.01% +461 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,248 $5.45K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,195 $5.22K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,189 $5.2K <0.01% +33 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,150 $5.03K <0.01% -5,207 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,188 $5K <0.01% +1,080 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,049 $5K <0.01% +9 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,132 $4.95K <0.01% +1,127 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,100 $4.81K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,063 $4.64K <0.01% +30 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 944 $4.13K <0.01% +411 13F-HR/A Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 839 $3.67K <0.01% 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 828 $3.62K <0.01% 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 827 $3.61K <0.01% +537 13F-HR/A Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 774 $3.38K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 772 $3.37K <0.01% +735 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 694 $3.03K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 686 $3K <0.01% +5 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 766 $3K <0.01% +22 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 640 $2.8K <0.01% -5,381 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 624 $2.73K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 653 $2.66K <0.01% -2,839 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 594 $2.6K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 580 $2.54K <0.01% +545 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 531 $2.4K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 520 $2.27K <0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 460 $2.01K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 349 $1.57K <0.01% new 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 288 $1.2K <0.01% +16 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 257 $1.12K <0.01% new 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 208 $909 <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 204 $891 <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 189 $851 <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 170 $744 <0.01% +47 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 158 $691 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 154 $673 <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 125 $546 <0.01% 0 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 118 $516 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 118 $516 <0.01% new 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/ 96 $418 <0.01% new 13F-HR/A Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 84 $378 <0.01% -761 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 63 $276 <0.01% +2 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 57 $249 <0.01% +40 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 43 $188 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 42 $184 <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 33 $145 <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 30 $131 <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 20 $0 0% -195 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.