Holocene Advisors, LP More: the full row for Holocene Advisors, LP 5,397 $598K <0.01% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 4,878 $541K 0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,303 $477K 0.02% -371 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 4,267 $473K 0.01% -1 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,177 $463K <0.01% -302 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 4,122 $457K <0.01% -886 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,118 $456K 0.16% 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,881 $430K <0.01% +736 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 3,862 $428K <0.01% +374 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,743 $415K 0.17% new 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 3,727 $413K -709 Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 3,551 $394K 0.04% 0 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 3,470 $385K 0.03% -11,688 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,363 $373K 0.02% +677 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 3,292 $365K 0.01% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,273 $363K 0.08% -77 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 3,206 $355K <0.01% new 13F-HR/A Timeline Group AMALGAMATED BANK More: the full row for AMALGAMATED BANK 3,167 $351K <0.01% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,141 $348K <0.01% +53 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,130 $347K 0.01% -29 13F-HR Timeline Cannon Global Investment Management, LLC More: the full row for Cannon Global Investment Management, LLC 3,100 $344K 0.85% -6,400 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,043 $337K <0.01% +1,018 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,040 $337K <0.01% +10 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 3,020 $335K 0.01% +256 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,939 $326K <0.01% -5,758 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,912 $323K <0.01% +101 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,902 $322K <0.01% -237 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,888 $320K 0.02% -130 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,865 $318K 0.17% -23 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,864 $317K 0.04% -2,431 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,825 $313K 0.16% -31 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 2,777 $308K <0.01% 0 13F-HR Timeline Group Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 2,683 $297K 0.15% -126 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 2,657 $295K -504 Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,648 $294K <0.01% new 13F-HR/A Timeline Group Allianz SE group of 2 filers holding More: the full row for Allianz SE 2,647 $293K +2,462 Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2,536 $281K <0.01% -2,993 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,512 $278K <0.01% +561 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,349 $275K 0.01% +516 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,454 $272K 0.01% +204 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,445 $271K <0.01% new 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 2,413 $267K 0.21% 0 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,400 $266K <0.01% -91 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 2,374 $263K 0.19% +242 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,373 $263K 0.03% -8 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,292 $254K 0.09% -770 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,283 $253K <0.01% -665 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,256 $250K <0.01% -74 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 2,226 $247K 0.02% 0 13F-HR Timeline Fund 1 Investments, LLC in group Fund 1 Investments, LLC More: the full row for Fund 1 Investments, LLC 2,188 $243K 0.03% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,170 $241K 0.01% +20 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,061 $228K <0.01% +464 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,042 $226K 0.01% +14 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,022 $224K 0.01% -17 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,004 $222K 0.01% 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,999 $222K <0.01% -663 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 1,961 $217K 0.01% -171 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,957 $217K <0.01% -90 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,944 $215K <0.01% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,897 $210K 0.01% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,892 $210K 0.03% +13 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,881 $209K 0.03% +166 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,861 $206K 0.02% +32 13F-HR Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 1,851 $205K <0.01% -5,971 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,849 $205K <0.01% +65 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,750 $194K <0.01% +300 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 1,577 $175K 0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,476 $170K <0.01% +72 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,500 $166K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,417 $157K <0.01% +1,279 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 1,392 $154K <0.01% -10 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 1,389 $154K 0.01% +932 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,272 $141K <0.01% -1,080 13F-HR/A Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,247 $138K 0.01% -6 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 971 $108K 0.03% +61 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 914 $101K <0.01% +604 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 849 $94.1K 0.06% -68 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 836 $92.7K <0.01% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 792 $87.8K <0.01% -43 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 719 $79.7K <0.01% -115 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 654 $72.5K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 633 $70.2K <0.01% -67 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 600 $66.5K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 553 $62K 0.04% +77 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 559 $62K <0.01% +13 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 531 $58.8K <0.01% +527 13F-HR Timeline Group Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 499 $55.3K <0.01% -32 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 417 $46.2K <0.01% +181 13F-HR/A Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 415 $46K <0.01% -120 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 396 $43.9K <0.01% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 380 $42.1K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 335 $37.1K <0.01% -4 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 323 $35.8K <0.01% -67 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 297 $32.9K 0.01% new 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 288 $31.9K 0.02% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 275 $30.5K <0.01% +57 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 249 $27.6K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 237 $26.3K <0.01% -2 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 227 $25.2K 0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 217 $24.1K 0.02% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 194 $21.5K <0.01% +162 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 192 $21.3K <0.01% +60 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 191 $21.2K <0.01% +88 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 190 $21.1K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 179 $19.8K <0.01% -188 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 169 $18.7K <0.01% -10 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 163 $18K <0.01% -2,818 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 129 $14.3K <0.01% -4 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 127 $14.1K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 118 $13.1K <0.01% +66 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 113 $12.5K <0.01% -1 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 111 $12.3K <0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 108 $12K <0.01% +2 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 100 $11.1K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 95 $10.5K <0.01% +2 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 92 $10.2K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 90 $9.98K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 88 $9.76K <0.01% -7 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 70 $8K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 71 $7.87K <0.01% -281 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. 65 $7.31K <0.01% 0 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 61 $6.76K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 60 $6.65K <0.01% +21 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 56 $6.52K <0.01% -169 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 60 $6K <0.01% +7 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 49 $5.43K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 50 $5K <0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 42 $4.66K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 39 $4.32K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 35 $3.88K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 34 $3.77K <0.01% +23 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 33 $3.66K <0.01% -8 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 28 $3.1K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 28 $3.1K <0.01% +19 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 26 $2.88K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 25 $2.77K <0.01% -3 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 24 $2.66K <0.01% -32 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 24 $2.66K <0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 22 $2.44K <0.01% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 21 $2.33K <0.01% 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 20 $2.22K <0.01% -179 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 19 $2.11K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 17 $1.88K <0.01% -8 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 16 $1.77K <0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 15 $1.66K <0.01% -385 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 14 $1.55K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 12 $1.33K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 10 $1.11K <0.01% -10 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $776 <0.01% -1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 7 $776 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 7 $776 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $666 <0.01% -2 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6 $665 <0.01% -101 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5 $554 <0.01% new 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5 $554 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3 $333 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $111 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $111 <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. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.