Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 7,382 $378K 0.01% -2,614 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,172 $367K 0.02% 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 6,882 $352K <0.01% +200 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 6,844 $350K <0.01% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 6,688 $342K <0.01% new 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 6,685 $342K <0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,274 $321K <0.01% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 6,209 $318K <0.01% new 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 7,328 $314K <0.01% +1,710 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 6,110 $312K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,760 $295K 0.1% -1,920 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,710 $292K 0.01% new 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 5,701 $292K 0.12% new 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 5,573 $285K 0.14% -23,801 13F-HR Timeline Group AMALGAMATED BANK More: the full row for AMALGAMATED BANK 5,348 $273K <0.01% +278 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 5,273 $270K 0.01% new 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 5,185 $265K 0.11% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 5,145 $263K <0.01% -183 13F-HR/A Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,129 $262K <0.01% new 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 5,090 $260K 0.02% new 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 5,000 $256K 0.11% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,951 $253K <0.01% new 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 4,926 $252K <0.01% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,880 $250K 0.02% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,875 $249K 0.05% -4,399 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,569 $234K 0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,224 $216K <0.01% -1,364 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 4,139 $212K <0.01% -13,153 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,000 $205K <0.01% -11,300 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,954 $202K <0.01% +1,329 13F-HR/A Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3,179 $161K <0.01% -50,134 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 3,131 $160K 0.04% +2,478 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,035 $155K <0.01% +35 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,816 $144K <0.01% -2,093 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,500 $128K <0.01% -3,300 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,462 $126K <0.01% +270 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 2,326 $119K <0.01% -306,152 13F-HR Timeline Group GFG Capital, LLC More: the full row for GFG Capital, LLC 2,000 $102K 0.03% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,996 $102K <0.01% -616 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,869 $95.6K <0.01% +617 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,797 $91.9K 0.01% +1,790 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,576 $80.6K <0.01% +1,097 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,335 $68.3K <0.01% +16 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,294 $66K 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 1,259 $64.5K <0.01% +687 13F-HR Timeline Group DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 1,074 $55K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,029 $52.6K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,024 $52.4K 0.02% 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) 994 $50.8K <0.01% -9,066 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. 898 $46K <0.01% -457,967 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 819 $41.9K <0.01% +653 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 682 $34.9K <0.01% +86 13F-HR/A Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 631 $32.3K <0.01% -788 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 495 $25.3K <0.01% -75 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 405 $20.7K <0.01% -68 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 400 $20.5K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 385 $19.7K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 371 $19K <0.01% +20 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 318 $16K <0.01% -166,938 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 261 $13K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 222 $11.4K <0.01% +97 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $10.2K <0.01% 0 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 200 $10.2K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 181 $9.26K <0.01% -319 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 128 $6.55K <0.01% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 126 $6.44K <0.01% -171 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 121 $6.19K <0.01% -930 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 133 $6K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 114 $5.92K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 113 $5.78K <0.01% -132 13F-HR Timeline Group NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 104 $5.32K <0.01% new 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 102 $5.22K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 101 $5.17K <0.01% +55 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 100 $5.11K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 100 $5.11K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 100 $5.11K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 99 $5.06K <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 93 $4.76K <0.01% +65 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 90 $4.6K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 90 $4.6K <0.01% +37 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 80 $4.09K <0.01% -177 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 78 $3.99K <0.01% -142 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 65 $3K <0.01% 0 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 57 $2.92K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 56 $2.86K <0.01% new 13F-HR Timeline Group STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 52 $2.66K <0.01% -594 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 50 $2.56K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 50 $2.56K <0.01% -46 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 49 $2.51K <0.01% +16 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 45 $2.3K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 34 $1.74K <0.01% +7 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 33 $1.69K <0.01% -357 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 32 $1.64K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 29 $1.48K <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 23 $1.18K <0.01% +5 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 21 $1.07K <0.01% +15 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 36 $1K <0.01% +24 13F-HR/A Timeline Bollard Group LLC More: the full row for Bollard Group LLC 25 $1K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 21 $1K <0.01% -23 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 19 $972 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 17 $869 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15 $767 <0.01% -3 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 15 $767 <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11 $563 <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 10 $512 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 10 $512 <0.01% -10 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 9 $460 <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8 $409 <0.01% new 13F-HR/A Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 7 $358 <0.01% -14 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 6 $307 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6 $307 <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4 $299 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $256 <0.01% -50 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $256 <0.01% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5 $256 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 5 $256 <0.01% 0 13F-HR/A Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4 $205 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3 $154 <0.01% -1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3 $153 <0.01% -287 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 3 $153 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2 $103 <0.01% -3 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2 $102 <0.01% -64 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1 $74 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $52 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $51 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $51 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $51 <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 8 $0 0% -30 13F-HR Timeline Value filed as zero, left out of ratios. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5 $0 0% -49 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. 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.