SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,544 $325K <0.01% +2,200 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,544 $325K 0.32% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,493 $321K <0.01% -236 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,514 $320K <0.01% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,112 $294K 0.01% +610 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 4,052 $290K 0.11% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 4,048 $289K <0.01% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,010 $287K <0.01% +46 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 3,976 $284K 0.21% -501 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,975 $284K <0.01% +3,699 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,779 $270K <0.01% +13 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 3,735 $267K <0.01% -645 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,691 $264K 0.01% -106 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,590 $257K <0.01% +211 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,570 $255K 0.01% +451 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,541 $253K <0.01% +362 13F-HR Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 3,538 $253K <0.01% -10,869 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,442 $246K 0.02% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,420 $244K <0.01% -21 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,385 $242K <0.01% -147 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,292 $235K <0.01% +317 13F-HR/A Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 3,273 $234K 0.11% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,245 $232K <0.01% new 13F-HR Timeline Group Fruth Investment Management More: the full row for Fruth Investment Management 3,200 $228K 0.06% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,154 $225K 0.01% -32,882 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,126 $223K 0.08% -1,333 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,038 $217K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CCM INVESTMENT GROUP, LLC More: the full row for CCM INVESTMENT GROUP, LLC 3,032 $215K 0.02% 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,000 $214K <0.01% +1,096 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,978 $213K 0.01% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,971 $212K <0.01% -100 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,926 $209K <0.01% new 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 2,853 $204K <0.01% 0 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,681 $192K 0.01% -9 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,491 $178K <0.01% -208 13F-HR/A Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,416 $173K <0.01% +1,221 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 2,194 $154K <0.01% -728 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,066 $148K <0.01% +857 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,926 $138K 0.03% +428 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,775 $127K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,739 $124K 0.01% +1,364 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,512 $107K 0.01% -132 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,489 $106K 0.02% +1,119 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,163 $83.1K 0.01% +150 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,131 $80.8K 0.02% +3 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,100 $78.6K 0.01% -567 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,007 $72K 0.09% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 994 $71K <0.01% +454 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 959 $69K 0.04% +428 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 872 $62K <0.01% -56 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 836 $59.7K <0.01% -999 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 810 $57.9K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 795 $56.8K 0.06% 13F-HR/A Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 794 $56.7K 0.01% 0 13F-HR Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 780 $55.7K 0.04% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 720 $51.5K <0.01% -211 13F-HR Timeline Group ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 700 $46.3K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 538 $38.4K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 528 $37K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 510 $36.5K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 509 $36K <0.01% -92 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 462 $33K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 456 $32.6K 0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 445 $31.8K <0.01% -229 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 437 $31.2K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 431 $30.8K <0.01% +45 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 394 $28.2K 0.03% -655 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 400 $26K 0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 337 $24.1K <0.01% -780 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 336 $24K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 300 $21.4K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 292 $20.9K <0.01% -98 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 285 $20.4K <0.01% new 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 275 $20K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 271 $19.4K <0.01% +184 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 237 $16.9K <0.01% -380 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 234 $16.7K <0.01% new 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 228 $16.3K <0.01% +1 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 226 $16.1K <0.01% -155 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 225 $16.1K 0.02% 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 228 $16K <0.01% 0 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 223 $16K <0.01% +1 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 218 $15.6K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 213 $15.2K 0.01% +1 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 210 $15K <0.01% +36 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 209 $14.9K <0.01% +138 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 200 $14.3K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 200 $14.3K <0.01% 0 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 187 $13.4K <0.01% +150 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 178 $13K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 180 $12.9K 0.01% 0 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/ 144 $10.3K <0.01% +130 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 144 $10.3K <0.01% +29 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 136 $9.72K <0.01% -47 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 105 $7.5K <0.01% -167 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 101 $7.22K <0.01% -20 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $7.15K <0.01% -1,000 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 100 $7.15K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 100 $7.15K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 100 $7.15K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 100 $7.15K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 100 $7.15K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 100 $7.15K <0.01% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 92 $6.58K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 91 $6.51K <0.01% -5 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 87 $6.22K <0.01% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 88 $6K <0.01% -1,172 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 77 $5.48K <0.01% -22 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. 75 $5.28K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 72 $5.14K <0.01% -85 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 72 $5.14K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 70 $5K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 69 $4.93K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 67 $4.79K <0.01% -40 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 65 $4.64K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 65 $4.64K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 64 $4.57K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 63 $4.51K <0.01% -361 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 59 $4K <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 53 $3.79K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 51 $3.62K <0.01% -4 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 50 $3.57K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 49 $3.5K <0.01% -18 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 44 $3K <0.01% -6 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 38 $2.71K <0.01% -10 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 33 $2.27K <0.01% 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 29 $2.07K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 28 $2K <0.01% -3 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 27 $1.93K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 27 $1.93K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 25 $1.79K <0.01% -14 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 24 $1.72K <0.01% -23 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 24 $1.72K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 20 $1.43K <0.01% -69 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 20 $1.43K <0.01% -5 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 20 $1.43K <0.01% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 20 $1.43K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 16 $1.14K <0.01% -13 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 15 $1.07K <0.01% 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 11 $774 <0.01% new 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10 $715 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $644 <0.01% -3 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $501 <0.01% -2 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7 $500 <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6 $429 <0.01% -61 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4 $286 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4 $286 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3 $252 0.02% -1,828 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 3 $218 <0.01% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3 $214 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $71 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $71 <0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.