Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,651 $215K 0.02% +57 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,646 $215K <0.01% -94 13F-HR/A Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,640 $214K 0.06% new 13F-HR Timeline Group EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 1,638 $214K 0.04% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,623 $212K 0.01% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,594 $208K 0.02% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,593 $208K 0.01% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 1,591 $208K <0.01% new 13F-HR Timeline BRITISH COLUMBIA INVESTMENT MANAGEMENT … More: the full row for BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 1,583 $207K <0.01% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,554 $203K <0.01% new 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 1,550 $202K 0.11% new 13F-HR Timeline Paradice Investment Management LLC in group Paradice Investment Managemen… More: the full row for Paradice Investment Management LLC 1,546 $202K 0.05% new 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,545 $202K 0.06% new 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 1,493 $195K <0.01% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,470 $192K 0.12% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,295 $169K 0.05% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,255 $166K <0.01% +887 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,198 $156K <0.01% +82 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,120 $146K 0.01% +1,033 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,065 $139K 0.02% -513 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,015 $132K 0.03% +795 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,005 $131K 0.02% -297 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,006 $131K <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 992 $129K 0.12% new 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 883 $115K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 872 $114K 0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 850 $111K 0.02% +100 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 840 $110K 0.02% -36 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 835 $109K 0.07% +57 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 832 $109K 0.01% +413 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 800 $104K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 746 $97.3K <0.01% -14 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 673 $87.8K 0.02% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 643 $83.9K <0.01% -180 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 627 $82K <0.01% new 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 593 $77.4K 0.01% +498 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 527 $68.8K 0.01% +480 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 500 $65K 0.04% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 488 $63.7K 0.01% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 450 $58.7K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 436 $56.9K 0.02% -85 13F-HR/A Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 431 $56.2K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 411 $53.6K <0.01% +265 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 390 $50.9K <0.01% -59 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 368 $44.3K 0.01% +325 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 356 $44.2K <0.01% -58 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 337 $44K <0.01% +154 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 320 $41.8K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 304 $39.7K <0.01% +57 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 302 $39.4K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 300 $39.1K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 298 $38.9K 0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 288 $38K <0.01% -91 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 289 $37.7K 0.03% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 283 $36.9K <0.01% +58 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 264 $34.4K <0.01% new 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 250 $32.6K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 237 $30.9K <0.01% +195 13F-HR Timeline Group Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 212 $27.7K 0.02% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 200 $26.1K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 200 $26.1K 0.01% +100 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 200 $26.1K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 194 $25K <0.01% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 180 $23.5K 0.02% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 172 $22.4K 0.01% new 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 165 $22K 0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 150 $19.6K <0.01% 0 13F-HR/A Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 137 $18K <0.01% -23 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 125 $16.3K 0.01% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 116 $15.1K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 114 $14.9K <0.01% +35 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 106 $13.8K 0.01% +7 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 105 $13.7K 0.02% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 102 $13.3K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 100 $13K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 101 $13K <0.01% +83 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 88 $11.5K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 79 $10.3K <0.01% +65 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 69 $9K <0.01% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 67 $8.74K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 67 $8.74K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 65 $8.48K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 62 $8.09K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 57 $7.44K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 55 $7.18K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 54 $7.05K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 56 $7K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 50 $6.53K <0.01% 0 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 47 $6.13K <0.01% -3 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 40 $5.22K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 39 $5.17K <0.01% -3 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 38 $4.96K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 36 $4.7K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 35 $4.57K <0.01% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 35 $4.57K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 34 $4.44K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 32 $4.18K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 32 $4.18K <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 31 $4.04K 0.07% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 33 $4K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 32 $4K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 30 $3.91K <0.01% -456 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 29 $3.78K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 27 $3.52K <0.01% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 26 $3.39K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 26 $3.39K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 26 $3.39K <0.01% -706 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 25 $3.31K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 25 $3.31K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 25 $3.26K <0.01% -10 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 24 $3.13K <0.01% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 20 $2.61K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 18 $2.35K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 18 $2.35K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 16 $2.09K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 15 $1.96K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 15 $1.96K <0.01% 0 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 13 $1.7K <0.01% -4 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 13 $1.7K <0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 12 $1.56K <0.01% +6 13F-HR Timeline City State Bank More: the full row for City State Bank 10 $1.3K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 10 $1.3K <0.01% -1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 10 $1.3K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 9 $1.18K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9 $1.17K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 8 $1.04K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 8 $1.04K <0.01% -8 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 14 $1K <0.01% -3 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 7 $914 <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 6 $783 <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 5 $652 <0.01% 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 4 $522 <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4 $522 <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2 $261 <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1 $131 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1 $131 <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1 $130 <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1 $130 <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1 $130 <0.01% 0 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 1 $130 <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1 $0 0% 0 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 -10,410 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.