Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 124 $63K 0.01% -227 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 7,599 $53.2K <0.01% -22,401 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 6,939 $48.6K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 6,452 $45.2K <0.01% -21 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,438 $45.1K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 6,422 $45K 0.03% -299 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,887 $41K <0.01% +527 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,740 $40.2K <0.01% 0 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 5,593 $39K <0.01% -368 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,391 $30.7K <0.01% +2,810 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,372 $30.6K <0.01% -9,122 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,981 $27.9K <0.01% +418 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,810 $26.7K <0.01% -1,225 13F-HR/A Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,748 $26.2K <0.01% +388 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 3,617 $25.3K <0.01% +121 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,323 $23.3K <0.01% +1,430 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 3,142 $22K 0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,784 $19.5K <0.01% 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,595 $18.2K <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 2,480 $17.4K <0.01% +514 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,434 $17K <0.01% -365 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. 2,378 $17K <0.01% +685 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,242 $15.7K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,090 $14.6K <0.01% -125 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) 2,058 $14.4K <0.01% -7,629 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,984 $13.9K <0.01% +1,628 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 1,938 $13.6K 0.01% 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,812 $12.7K <0.01% -51 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,666 $12K 0.01% -162 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 1,514 $10.6K 0.01% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,400 $9.8K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,270 $8.89K <0.01% -10,402 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,184 $8.29K <0.01% -137 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,151 $8.06K <0.01% +1,089 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,116 $7.81K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1,100 $7.7K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,083 $7.58K <0.01% -432 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,069 $7.48K <0.01% -650 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 839 $7.33K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,000 $7K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 938 $6.57K <0.01% -9 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 869 $6.08K <0.01% +79 13F-HR/A Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 712 $4.98K <0.01% +111 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 622 $4.35K <0.01% -3,983 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 618 $4.33K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 617 $4.32K <0.01% -4,206 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 600 $4.2K <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 506 $3.54K <0.01% +275 13F-HR Timeline Group RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 448 $3.14K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 434 $3.04K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 416 $2.91K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 411 $2.88K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 400 $2.8K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 400 $2.8K <0.01% -70 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 369 $2.58K <0.01% +67 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 359 $2.51K <0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 349 $2.46K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 336 $2.35K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 327 $2.29K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 320 $2.24K <0.01% -40 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 308 $2.16K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 400 $2K <0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 271 $2K <0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 278 $1.95K <0.01% +200 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 274 $1.92K <0.01% +63 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 253 $1.77K <0.01% -100 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 233 $1.63K <0.01% -15 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 232 $1.62K <0.01% -132 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 230 $1.61K <0.01% 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 229 $1.6K <0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 209 $1.46K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 208 $1.46K <0.01% -386 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 200 $1.4K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 189 $1.32K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 183 $1.28K <0.01% -109 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 160 $1.12K <0.01% 0 13F-HR/A Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 159 $1.11K <0.01% +8 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 152 $1K <0.01% 0 13F-HR/A Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 141 $987 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 139 $973 <0.01% -309 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 120 $838 <0.01% 0 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 109 $763 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 103 $721 <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 101 $707 <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 700 $700 <0.01% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 97 $679 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 85 $595 <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 80 $560 <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 76 $532 <0.01% -21 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 73 $511 <0.01% -118 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 72 $504 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 68 $476 <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 62 $434 <0.01% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 61 $427 <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 60 $423 <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 60 $420 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 59 $413 <0.01% -11 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 51 $356 <0.01% 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 50 $350 <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 50 $350 <0.01% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 50 $350 <0.01% -80 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 50 $350 <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 46 $322 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 50 $287 <0.01% -149 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 41 $287 <0.01% -59 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 41 $287 <0.01% -61 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 39 $283 <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 39 $273 <0.01% 0 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 34 $238 <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 33 $231 <0.01% -117 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 30 $210 <0.01% -200 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 26 $182 <0.01% -48 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 25 $175 <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 25 $175 <0.01% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 24 $168 <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 23 $161 <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 23 $161 <0.01% -23 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 20 $140 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 18 $126 <0.01% -924 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 15 $105 <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 15 $105 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 14 $98 <0.01% -88 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 14 $98 <0.01% -3 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 14 $98 <0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 13 $91 <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 10 $70 <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 10 $70 <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 10 $70 <0.01% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 8 $56 <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 8 $56 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $42 <0.01% -4 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 5 $35 <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4 $28 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4 $27 <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2 $14 <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2 $14 <0.01% -6 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $14 <0.01% -10 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $7 <0.01% -16 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 18 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 10 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.