Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12,221 $412K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 12,655 $402K <0.01% +11,253 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 11,889 $401K <0.01% -252 13F-HR Timeline Group Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 11,826 $399K 0.12% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,784 $398K 0.01% +1,371 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 11,761 $388K 0.01% new 13F-HR Timeline Group State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 11,299 $381K <0.01% +50 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 10,955 $370K <0.01% -180,679 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 10,858 $366K <0.01% +3,866 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 10,829 $365K <0.01% +403 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 10,409 $351K <0.01% +6,186 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,257 $344K <0.01% -4,182 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 10,000 $337K 0.02% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 9,939 $335K 0.04% -5,586 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 9,814 $331K 0.02% -5,146 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,555 $322K 0.03% -3,372 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 9,171 $309K <0.01% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 8,975 $303K 0.01% new 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,470 $286K <0.01% new 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 8,406 $284K 0.01% +211 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 8,364 $282K <0.01% -361 13F-HR/A Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1 $282K 0.24% +1 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 8,320 $281K 0.07% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,314 $281K 0.01% +3,600 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 8,032 $271K <0.01% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 7,444 $270K 0.04% -800 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 7,950 $268K 0.22% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 8,775 $268K 0.14% -1,200 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,941 $268K <0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,698 $260K <0.01% -1,094 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 7,695 $260K <0.01% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 7,610 $257K 0.08% new 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 7,570 $255K <0.01% +106 13F-HR Timeline Group Arlington Partners LLC in group Arlington Trust Co LLC More: the full row for Arlington Partners LLC 7,470 $252K 0.5% new 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,435 $251K 0.01% 0 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 7,348 $248K <0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,937 $234K <0.01% +4,985 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 6,899 $233K 0.06% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 6,718 $227K 0.03% -3,925 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,590 $222K 0.02% +451 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,299 $222K <0.01% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,485 $219K <0.01% +1,229 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 6,201 $209K <0.01% +1,020 13F-HR Timeline Group Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 6,166 $208K 0.03% -1,085 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 6,141 $207K <0.01% 0 13F-HR/A Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 6,021 $203K <0.01% +683 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 6,018 $203K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 6,006 $203K 0.06% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 5,611 $189K 0.01% +3,238 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,891 $165K <0.01% +913 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,517 $152K <0.01% +714 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,146 $140K <0.01% +833 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) 3,897 $131K <0.01% +14 13F-HR Timeline Group Dundas Partners LLP More: the full row for Dundas Partners LLP 3,896 $131K 0.01% -8,722 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 3,886 $131K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,383 $114K <0.01% +1,554 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,239 $109K 0.12% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,844 $96K <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 2,704 $91.2K 0.02% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,453 $82.8K <0.01% -41 13F-HR Timeline Group KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 2,203 $76.8K 0.05% +1,004 13F-HR/A Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,133 $72K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,983 $66.9K <0.01% +233 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. 1,978 $66.7K <0.01% +479 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,853 $62.5K <0.01% +723 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,652 $55.7K <0.01% -3,551 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,502 $50.7K <0.01% -67 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,222 $41.2K <0.01% +1,161 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,151 $38.8K <0.01% -12,342 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,108 $37.4K <0.01% -477 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,100 $36.4K <0.01% -3,424 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,013 $34.2K <0.01% +359 13F-HR/A Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 993 $34K <0.01% +117 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,000 $33.7K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 817 $28K 0.02% -650 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 792 $26.7K <0.01% +31 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 665 $22.4K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 576 $19.4K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 515 $17.4K <0.01% -63 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 502 $16.9K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 487 $16.4K <0.01% -6 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 465 $15.7K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 463 $15.6K <0.01% +279 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 441 $14.9K <0.01% +393 13F-HR/A Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 435 $14.7K 0.01% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 406 $13.9K <0.01% -6 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 409 $13.8K <0.01% -67 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 400 $13.5K <0.01% -145 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 397 $13.1K <0.01% -97 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 354 $11.9K <0.01% -1,178 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 336 $11.3K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 327 $11K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 293 $9.89K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 278 $9.36K <0.01% -183 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 264 $8.89K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 250 $8.44K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 240 $8.1K 0.01% -26 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/ 214 $7.22K <0.01% +126 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 205 $6.92K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 200 $6.75K <0.01% +100 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 165 $5.57K <0.01% -833 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 165 $5.57K <0.01% +87 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 158 $5.33K <0.01% +38 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 149 $5.03K <0.01% -331 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 145 $4.89K <0.01% +116 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 139 $4.69K <0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 138 $4.66K <0.01% 0 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 136 $4.59K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 113 $3.73K <0.01% +82 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 106 $3.58K <0.01% +71 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 102 $3.45K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 90 $3.04K <0.01% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 85 $2.87K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 84 $2.83K <0.01% -509 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 83 $2.8K <0.01% -89 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 78 $2.63K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 74 $2.5K <0.01% +9 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 73 $2.46K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 62 $2.09K <0.01% -30 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 57 $1.92K <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 54 $1.82K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 41 $1.38K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 40 $1.35K <0.01% new 13F-HR/A Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 36 $1.22K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 30 $1.01K <0.01% new 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 26 $795 <0.01% +24 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 21 $709 <0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 20 $677 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 19 $642 <0.01% -11 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 19 $641 <0.01% -146 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 19 $641 <0.01% +10 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 19 $641 <0.01% -2 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 20 $626 <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 20 $605 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 17 $574 <0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 15 $506 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14 $473 <0.01% -5 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 14 $472 <0.01% -62 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 12 $405 <0.01% +5 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 10 $338 <0.01% new 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8 $270 <0.01% -4 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 8 $270 <0.01% -247 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7 $237 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 6 $203 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $169 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4 $135 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4 $135 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3 $102 <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3 $101 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $83 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $68 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $67 <0.01% 0 13F-HR Timeline