ACR Alpine Capital Research, LLC in group ACR Alpine Capital Research, … More: the full row for ACR Alpine Capital Research, LLC 26,490 $947K 0.02% new 13F-HR Timeline Group Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 25,877 $925K 0.04% +55 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 25,673 $918K 0.02% 13F-HR/A Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 23,960 $857K 0.02% -10,193 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 21,696 $776K 0.01% +247 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 21,000 $751K 0.01% -90,000 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 20,926 $748K <0.01% +6,063 13F-HR Timeline Group Elo Mutual Pension Insurance Co More: the full row for Elo Mutual Pension Insurance Co 20,902 $747K 0.02% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 20,870 $746K 0.04% +194 13F-HR Timeline NEW YORK STATE TEACHERS RETIREMENT SYST… More: the full row for NEW YORK STATE TEACHERS RETIREMENT SYSTEM 20,807 $744K <0.01% 0 13F-HR Timeline BRANT POINT INVESTMENT MANAGEMENT LLC More: the full row for BRANT POINT INVESTMENT MANAGEMENT LLC 19,753 $706K 0.17% -247 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 18,337 $650K <0.01% new 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 17,461 $624K <0.01% -2,164 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 17,107 $612K 0.01% -7 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,674 $596K <0.01% +2,335 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 15,635 $559K <0.01% new 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15,345 $549K <0.01% -7,320 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 14,902 $533K 0.29% 0 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 14,670 $525K 0.08% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 14,549 $520K <0.01% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 14,474 $518K 0.01% +495 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 14,288 $510K 0.04% +14,274 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 14,255 $510K <0.01% +3,770 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 14,039 $502K 0.01% +1,001 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,938 $498K 0.01% +1,161 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 13,853 $496K -474 Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 13,678 $489K <0.01% -873 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 13,389 $479K 0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 12,936 $463K 0.01% -543 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,881 $461K <0.01% +576 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,227 $458K 0.03% -603 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 12,253 $438K <0.01% +279 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 12,200 $436K 0.01% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 12,176 $435K <0.01% +536 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 12,014 $430K 0.08% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 11,975 $428K <0.01% +727 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 11,615 $415K <0.01% -4,621 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 11,607 $415K <0.01% +921 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 11,220 $401K <0.01% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 11,129 $398K <0.01% +764 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 10,867 $389K <0.01% -16,850 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,693 $382K <0.01% +374 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 10,629 $380K 0.01% -2,362 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,415 $372K <0.01% +1,961 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 10,339 $370K <0.01% +75 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 10,100 $361K 0.39% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 9,632 $344K 0.01% -1,822 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,447 $340K <0.01% +5,642 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,471 $339K <0.01% -1,410 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 9,435 $337K 0.12% +265 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 9,127 $326K 0.04% +1,486 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 8,936 $320K <0.01% +186 13F-HR Timeline Group Diametric Capital, LP More: the full row for Diametric Capital, LP 8,594 $307K 0.37% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,033 $287K <0.01% -514 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 8,020 $287K 0.02% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 7,881 $282K 0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,774 $278K 0.02% -11 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 7,644 $273K 0.02% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 7,510 $269K <0.01% +130 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,085 $253K <0.01% -4,822 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 6,923 $248K 0.05% +595 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,910 $247K 0.02% 0 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,894 $247K <0.01% +153 13F-HR Timeline Group JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 6,883 $246K 0.03% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 6,781 $242K 0.02% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,352 $227K <0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,852 $209K <0.01% +22 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 5,848 $209K <0.01% -97,871 13F-HR Timeline TradeLink Capital LLC More: the full row for TradeLink Capital LLC 5,601 $200K 1.24% 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. 5,420 $194K <0.01% +303 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,299 $189K <0.01% -17,575 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,162 $185K <0.01% +4,804 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,556 $163K <0.01% +32 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 4,355 $155K 0.05% 0 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 4,159 $149K <0.01% +164 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 4,106 $147K 0.02% +397 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,067 $145K <0.01% +256 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 4,000 $143K 0.09% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 3,996 $143K <0.01% -17,235 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,643 $130K <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,335 $119K 0.01% -10,634 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,671 $95.5K 0.01% -3,563 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 2,671 $95.5K 0.02% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,859 $66.5K 0.01% -159 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,672 $59.8K <0.01% +482 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,633 $58.4K 0.01% +1,261 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 1,557 $55.7K <0.01% -24 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,529 $54.7K <0.01% +785 13F-HR/A Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,247 $44.6K <0.01% -46 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) 1,137 $40.7K <0.01% -13,252 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,075 $38.4K <0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,067 $38.2K <0.01% +135 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 1,060 $38K 0.03% 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 970 $34.7K <0.01% 0 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 800 $28.6K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 745 $26.6K <0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 718 $26K <0.01% -44 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 683 $24.4K <0.01% +158 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 572 $20.6K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 500 $17.9K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 488 $17.5K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 437 $15.6K <0.01% 0 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. 421 $15.1K <0.01% +302 13F-HR Timeline Group RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 420 $15K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 399 $14.3K <0.01% +4 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 359 $13K 0.01% +1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 340 $12.2K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 332 $11.9K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 278 $9.94K <0.01% +273 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 253 $9.05K <0.01% +70 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 240 $8.95K <0.01% +16 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 239 $8.55K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 238 $8.51K <0.01% +16 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 209 $7.52K <0.01% -68 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 198 $7.1K <0.01% +126 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 197 $7.04K <0.01% +48 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 180 $6.44K <0.01% 0 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 185 $6K <0.01% +71 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 154 $5.51K <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 150 $5.36K <0.01% 0 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 135 $4.83K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 129 $4.61K <0.01% +115 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 72 $2.58K <0.01% +15 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 68 $2.43K <0.01% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 61 $2.18K <0.01% -25 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 50 $1.79K <0.01% +6 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 49 $1.75K <0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 48 $1.72K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $1.65K <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 51 $1.64K <0.01% +5 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 42 $1.5K <0.01% +31 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 40 $1.43K <0.01% new 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 35 $1.25K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 35 $1.25K <0.01% +5 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 33 $1.18K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 32 $1.15K <0.01% -1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 28 $1K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 27 $966 <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 24 $859 <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 24 $858 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 19 $679 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 18 $644 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 14 $502 <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 13 $465 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10 $358 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10 $358 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 8 $286 <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6 $215 <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $215 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $143 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 4 $143 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $71 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 7 $0 0% new 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 -786 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% -1 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.