COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,151 $77.1K <0.01% new 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 3,023 $74K <0.01% -131 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,830 $69K <0.01% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 2,810 $68.7K <0.01% +2,300 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 2,500 $61.1K <0.01% +2,000 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,478 $61K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,349 $57.5K <0.01% -32 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 2,274 $55.6K 0.01% new 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 2,220 $54.3K <0.01% 0 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) 2,073 $50.7K <0.01% -75 13F-HR Timeline Group EMC Capital Management More: the full row for EMC Capital Management 2,020 $49K 0.03% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 873 $44.7K 0.03% +367 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,524 $37.3K 0.03% +1,477 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,333 $32.6K <0.01% +368 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,089 $26.6K <0.01% +467 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,022 $25K <0.01% +351 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,011 $24.7K <0.01% -2,152 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,010 $24.7K 0.01% -4,614 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,000 $24.5K 0.02% -1,000 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 874 $21.4K 0.03% 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 746 $18.2K <0.01% +529 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/ 734 $17.9K <0.01% +164 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 713 $17.4K <0.01% 0 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 679 $16.6K <0.01% -32,375 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 682 $16.1K <0.01% -823 13F-HR/A Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 640 $15.7K <0.01% -5,927 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 570 $13.9K 0.01% +18 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 555 $13.6K <0.01% -5 13F-HR/A Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 554 $13.6K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 464 $11.3K <0.01% +241 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LRI Investments, LLC More: the full row for LRI Investments, LLC 458 $11.2K <0.01% -1,162 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 424 $10.4K <0.01% +277 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 405 $10K <0.01% +238 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 397 $9.71K <0.01% +122 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 401 $9.45K <0.01% +218 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 309 $7.56K <0.01% +109 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 300 $7.34K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 272 $6.65K <0.01% +1 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 250 $6.12K <0.01% +12 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 234 $5.72K <0.01% -35 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 264 $5.14K <0.01% -58 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 209 $5.11K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 245 $5K <0.01% -2,715 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 158 $3.87K <0.01% +64 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 69 $3.82K <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 149 $3.65K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 121 $2.96K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 146 $2.71K <0.01% +49 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 109 $2.67K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 107 $2.62K <0.01% +78 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 100 $2.45K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 91 $2.23K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 88 $2.15K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 82 $2.01K <0.01% -94 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 80 $1.96K <0.01% +60 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 75 $1.83K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 73 $1.79K <0.01% +39 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 71 $1.74K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 63 $1.54K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 57 $1.4K <0.01% -41 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 56 $1.37K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 45 $1.1K <0.01% -11 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 42 $1.03K <0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 38 $929 <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 37 $905 <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 37 $881 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 34 $833 <0.01% +26 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 31 $758 <0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 28 $685 <0.01% new 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 28 $685 <0.01% 0 13F-HR Timeline Group BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 24 $587 <0.01% +1 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 18 $441 <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 17 $416 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 15 $367 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 14 $342 <0.01% +13 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 12 $294 <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 10 $245 <0.01% -18,920 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5 $123 <0.01% -9 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $98 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $25 <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1 $24 <0.01% -67 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 19 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 9 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Hemington Wealth Management More: the full row for Hemington Wealth Management 6 $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 -21 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.