KLP KAPITALFORVALTNING AS More: the full row for KLP KAPITALFORVALTNING AS 17,950 $559K <0.01% 0 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 17,714 $552K 0.38% -18 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 17,091 $532K <0.01% +2,464 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 16,925 $527K 0.06% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 16,772 $522K 0.28% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,378 $510K <0.01% -2,406 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 16,378 $510K 0.05% -7,373 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 15,200 $473K 0.07% 0 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 15,116 $471K 0.14% -814 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 14,879 $463K 0.05% +9,080 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 14,589 $454K 0.21% new 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 14,391 $448K <0.01% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 14,048 $437K 0.05% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,914 $433K <0.01% +72 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 13,508 $421K 0.04% +14 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 13,206 $411K <0.01% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 13,200 $411K <0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 12,952 $403K 0.02% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,925 $402K <0.01% +2,497 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 12,840 $400K <0.01% +928 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 11,571 $360K 0.02% +6,197 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 11,500 $358K <0.01% 0 13F-HR Timeline Group VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 11,460 $357K <0.01% +195 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 11,460 $357K 0.02% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 11,377 $354K <0.01% -1,716 13F-HR Timeline Group Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 11,085 $345K 0.04% new 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 11,068 $345K <0.01% +2,337 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 10,924 $340K <0.01% +817 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 12,015 $330K 0.03% new 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 10,406 $324K 0.14% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,069 $314K 0.02% -100 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 10,001 $311K 0.18% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 9,983 $311K <0.01% -10,131 13F-HR/A Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 9,965 $310K <0.01% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 9,662 $301K <0.01% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 9,586 $299K <0.01% -96 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 9,450 $294K 0.01% -4,320 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 9,299 $290K 0.12% new 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 9,199 $286K 0.11% +129 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,178 $286K <0.01% 0 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 9,060 $282K 0.01% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,801 $274K 0.01% +185 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,692 $271K <0.01% +15 13F-HR Timeline Group De Lisle Partners LLP More: the full row for De Lisle Partners LLP 8,553 $266K 0.04% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,549 $266K <0.01% +36 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,508 $265K 0.01% -1,521 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 8,372 $261K 0.06% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 8,293 $258K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 8,194 $255K 0.13% +812 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 8,088 $252K 0.01% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 8,025 $250K 0.05% -600 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 8,016 $250K 0.02% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,983 $249K <0.01% new 13F-HR Timeline Group 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 7,809 $243K 0.13% new 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 6,351 $241K 0.16% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,686 $239K 0.01% -1 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 7,369 $229K 0.27% new 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 7,301 $227K 0.11% +2 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,195 $224K <0.01% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 7,200 $224K 0.02% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,130 $222K <0.01% -75 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 6,798 $212K <0.01% +374 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 6,743 $210K 0.03% -100 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,619 $206K <0.01% +527 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,574 $205K <0.01% -262 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,539 $204K <0.01% -1 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 6,494 $202K 0.04% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,225 $201K 0.01% +933 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 6,308 $196K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,762 $179K 0.01% 0 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 5,623 $175K 0.11% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 6,473 $171K <0.01% 0 13F-HR Timeline EMERALD MUTUAL FUND ADVISERS TRUST in group EMERALD ADVISERS, LLC More: the full row for EMERALD MUTUAL FUND ADVISERS TRUST 5,295 $165K 0.01% 0 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 4,992 $155K 0.02% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,659 $145K <0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,503 $140K <0.01% +28 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,335 $135K 0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,858 $129K <0.01% +52 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4,185 $127K 0.02% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,628 $113K 0.02% -1,172 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) 3,249 $101K <0.01% +659 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 3,309 $100K 0.03% new 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,203 $99.7K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,096 $96.4K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 3,089 $96.2K 0.04% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,728 $85K 0.01% +2,053 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,642 $82.3K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,352 $73.2K <0.01% -575 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,232 $69.5K <0.01% -648 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,973 $61.5K <0.01% -189 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 1,895 $59K 0.05% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,366 $42.5K <0.01% +63 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,190 $37.1K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,164 $35.7K <0.01% +90 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,107 $34.5K <0.01% +136 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,069 $33.3K <0.01% -256 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,049 $33K <0.01% +523 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 973 $30.3K <0.01% +4 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 930 $29K <0.01% 0 13F-HR Timeline Group SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 887 $27.6K 0.02% +9 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,131 $27.5K <0.01% +64 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 812 $25K <0.01% new 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 766 $23.9K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 756 $23.5K <0.01% +76 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 673 $21K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 626 $19.5K <0.01% +400 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 598 $18.6K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 430 $13.4K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 407 $13K <0.01% +99 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 392 $12.2K <0.01% +385 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 388 $12.1K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 336 $10K <0.01% +28 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 317 $10K 0.01% -3 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 269 $8.38K <0.01% -1,475 13F-HR Timeline Group Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 266 $8.28K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 255 $7.94K <0.01% +72 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 217 $6.76K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 209 $6.52K <0.01% +1 13F-HR Timeline Quarry LP More: the full row for Quarry LP 188 $5.85K <0.01% +95 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 183 $5.53K <0.01% +104 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 172 $5.36K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 125 $3.89K <0.01% +50 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 100 $3.11K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 82 $2.55K <0.01% -230 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 65 $2.02K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 89 $2K <0.01% +23 13F-HR Timeline Sagefield Capital LP in group Sagefield Capital LP More: the full row for Sagefield Capital LP 62 $1.93K <0.01% new 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 54 $1.68K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 52 $1.62K <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 49 $1.53K <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 40 $1.25K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 33 $1.03K <0.01% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 29 $903 <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 28 $872 <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 23 $716 <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 17 $529 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 15 $468 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 14 $436 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 14 $436 <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 13 $405 <0.01% -2 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $405 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11 $343 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 9 $280 <0.01% +4 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 6 $187 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $124 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $63 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $62 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $32 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $32 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1,475 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.