Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 11,967 $205K 0.02% +7,104 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 11,911 $204K 0.07% +9,028 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 11,783 $201K <0.01% -351,112 13F-HR Timeline Group Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 11,703 $200K 0.02% -106 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 11,170 $191K 0.04% new 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 11,070 $189K <0.01% -105 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 11,000 $188K 0.01% 0 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 11,000 $188K <0.01% -19,690 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 10,623 $182K <0.01% +966 13F-HR Timeline Group Voleon Capital Management LP More: the full row for Voleon Capital Management LP 10,547 $180K 0.01% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 10,193 $174K 0.01% +88 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 10,188 $174K 0.2% new 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 10,000 $171K 0.06% +3,000 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 10,000 $171K 0.14% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,700 $166K <0.01% -1,087 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 9,066 $155K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 8,195 $140K <0.01% -414,297 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 7,644 $131K <0.01% +144 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 7,500 $128K 0.09% 0 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 7,484 $128K <0.01% +263 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 6,597 $113K <0.01% +108 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 6,432 $110K 0.01% +2,961 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 6,358 $109K 0.08% -1,209 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. 6,052 $103K <0.01% +3,414 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,128 $95.1K <0.01% +967 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,673 $84.9K <0.01% +2,807 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 4,500 $77K 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 4,370 $74.7K <0.01% 0 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,186 $71.6K <0.01% -3,568 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 4,180 $71.5K 0.01% -3,635 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,779 $64.6K <0.01% +1,444 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,716 $63.5K <0.01% +543 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,282 $56.1K <0.01% +2,771 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) 3,267 $55.9K <0.01% -397 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,152 $54K <0.01% -543 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,934 $50K <0.01% -628 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,711 $46.4K <0.01% +2,113 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 2,446 $41.8K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,321 $39.7K 0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 2,300 $39.3K 0.01% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 2,217 $37.9K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 284 $34.5K <0.01% -77 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,759 $30K <0.01% +847 13F-HR Timeline Group Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 1,657 $28.3K <0.01% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,399 $24K <0.01% -837 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,400 $23.9K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,325 $23K <0.01% +869 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,173 $20.1K <0.01% -1,039 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,170 $20K <0.01% +865 13F-HR/A Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,100 $18.8K 0.01% +800 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,068 $18.3K <0.01% new 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 1,050 $18K <0.01% +750 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,000 $17.1K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 984 $16.8K <0.01% +208 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 977 $16.7K <0.01% -20,955 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 953 $16.3K <0.01% +156 13F-HR/A Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 913 $15.6K 0.01% 0 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 866 $14.8K <0.01% -68,008 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 853 $14.6K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 843 $14.4K <0.01% +8 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 839 $14K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 801 $13.7K <0.01% +161 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 764 $13.1K <0.01% +316 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 760 $13K <0.01% -233 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 700 $12K 0.01% 0 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 653 $11K <0.01% -9,500 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 500 $8.55K <0.01% 0 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 500 $8.55K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 490 $8.38K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 472 $8.07K <0.01% new 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 466 $7.97K <0.01% -1 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 445 $7K <0.01% -4,340 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 400 $6.84K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 398 $6.81K <0.01% +82 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 368 $6.29K <0.01% -353 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 356 $6K <0.01% +127 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 328 $5.61K <0.01% +130 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 319 $5K <0.01% +242 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Promus Capital, LLC More: the full row for Promus Capital, LLC 276 $4.72K <0.01% new 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 251 $4.29K <0.01% -267 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 245 $4.19K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 237 $4.05K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 268 $4K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 236 $4K <0.01% +91 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 221 $3.78K <0.01% -47 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 219 $3.75K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 213 $3.64K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 204 $3.49K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 200 $3.42K <0.01% +150 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $3.42K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 189 $3.23K <0.01% +125 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 187 $3.2K <0.01% +126 13F-HR/A Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 177 $3.03K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 170 $2.91K <0.01% -102 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 157 $2.69K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 150 $2.56K <0.01% +90 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 132 $2.26K <0.01% -179 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 128 $2.19K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 112 $1.92K <0.01% +53 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 108 $1.85K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 105 $1.8K <0.01% +20 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 104 $1.78K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 100 $1.71K <0.01% new 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 98 $1.67K <0.01% -312 13F-HR/A Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 96 $1.64K <0.01% -1,054 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 87 $1.49K <0.01% +75 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 82 $1.4K <0.01% -123 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 75 $1.28K <0.01% +10 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 75 $1.28K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 60 $1.28K <0.01% +43 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 64 $1.09K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 63 $1.08K <0.01% +3 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 60 $1.03K <0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 90 $1K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 55 $941 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 54 $924 <0.01% +46 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 54 $923 <0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 53 $906 <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 50 $855 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 50 $846 <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 49 $838 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 40 $684 <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 39 $667 <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 33 $565 <0.01% -80 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 33 $563 <0.01% -166 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 30 $513 <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 29 $496 <0.01% -11 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 28 $479 <0.01% new 13F-HR/A Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 26 $445 <0.01% new 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 25 $428 <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 23 $393 <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 17 $291 <0.01% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15 $257 <0.01% +10 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 14 $239 <0.01% -119 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 13 $222 <0.01% +7 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 12 $213 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12 $205 <0.01% -4 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 10 $171 <0.01% +5 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 8 $137 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 8 $137 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 7 $120 <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 7 $120 <0.01% -93 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 6 $101 <0.01% new 13F-HR Timeline Group Traub Capital Management LLC More: the full row for Traub Capital Management LLC 4 $68 <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3 $51 <0.01% -3 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3 $51 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3 $51 <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1 $19 <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1 $17 <0.01% -2,694 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $17 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $17 <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 13 $0 0% -1 13F-HR Timeline Value filed as zero, left out of ratios. Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 9 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 8 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 8 $0 0% +2 13F-HR/A 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. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.