BAXTER BROS INC More: the full row for BAXTER BROS INC 35,805 $1.74M 0.2% -7,835 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 35,401 $1.72M 0.04% new 13F-HR Timeline Group USS Investment Management Ltd More: the full row for USS Investment Management Ltd 35,315 $1.72M 0.01% 0 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 35,007 $1.71M 0.06% 0 13F-HR Timeline Group Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 34,800 $1.7M 0.13% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 34,797 $1.7M 0.01% +1,939 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 34,648 $1.69M 0.15% -416 13F-HR Timeline Group CoreCommodity Management, LLC More: the full row for CoreCommodity Management, LLC 34,151 $1.66M 0.3% +26,072 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 33,830 $1.65M 0.01% +3,680 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 33,752 $1.64M 0.01% -2,219 13F-HR Timeline Group CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 33,670 $1.64M 0.15% -115 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 33,467 $1.63M 0.02% -256,484 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 33,143 $1.61M 0.01% -1,514 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 33,000 $1.61M 0.52% +2,500 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 32,979 $1.61M 0.01% +13,121 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 32,622 $1.59M 0.06% -179 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 32,155 $1.57M 0.45% -2,178 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 32,084 $1.56M 0.07% -3,605 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 32,046 $1.56M 0.02% +995 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 32,033 $1.56M 0.02% +3,836 13F-HR Timeline Group EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 30,629 $1.55M 0.03% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 30,300 $1.53M 0.01% +15,775 13F-HR Timeline Group ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 31,353 $1.53M 0.55% -8,179 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 31,087 $1.51M 0.02% +1,024 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 30,655 $1.49M 0.58% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 30,455 $1.48M <0.01% -11,529 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 29,660 $1.45M 0.08% -157 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 29,589 $1.44M 0.7% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 29,549 $1.44M 0.02% +2,131 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 28,893 $1.41M <0.01% +14,969 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 28,843 $1.41M 0.05% -2,862 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 28,826 $1.4M 0.23% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 28,775 $1.4M 0.05% -90,684 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 28,717 $1.4M <0.01% -1,717 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 28,457 $1.39M 0.12% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 28,449 $1.39M <0.01% -5,854 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 28,440 $1.39M 0.01% -6,101 13F-HR/A Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 27,851 $1.36M 0.02% +3,005 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 27,825 $1.36M 0.67% -700 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 27,712 $1.35M 0.01% +3,428 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 27,307 $1.33M 0.05% +1,045 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 27,304 $1.33M 0.02% -56 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 28,944 $1.31M 0.03% 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 26,959 $1.31M 0.18% +171 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 26,828 $1.31M <0.01% -4,447 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 26,685 $1.3M <0.01% +5,432 13F-HR Timeline Group MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 26,586 $1.3M 0.08% +4,628 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 26,548 $1.29M 0.48% -335 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 26,243 $1.28M 0.01% +4,191 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 26,237 $1.28M 0.07% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 26,064 $1.27M 0.02% -2,210 13F-HR Timeline Group China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 26,026 $1.27M 0.1% +3,531 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 25,491 $1.24M 0.7% -1,400 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 25,410 $1.24M 0.01% +1,513 13F-HR/A Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 24,972 $1.22M 0.36% +8,205 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 23,870 $1.2M <0.01% +11,929 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 24,037 $1.17M 0.02% -3,922 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 24,014 $1.17M 0.41% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 23,938 $1.17M <0.01% -9,058 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 23,912 $1.16M 0.04% 0 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 21,976 $1.16M +8,515 Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 23,812 $1.16M 0.02% +2,845 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 23,800 $1.16M 0.07% +18,800 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 23,784 $1.16M 0.01% +707 13F-HR Timeline Group SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 23,765 $1.16M 0.65% -610 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 23,423 $1.14M 0.11% +3,308 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 22,772 $1.11M 0.43% +86 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 22,680 $1.1M 0.01% +13,398 13F-HR/A Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 22,624 $1.1M 0.19% +866 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 22,419 $1.09M 1.06% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 22,400 $1.09M 0.04% +3,400 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 22,382 $1.09M 0.04% +1,825 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 22,397 $1.09M 0.04% +917 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 22,312 $1.09M 0.09% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 21,469 $1.09M 0.07% +2,510 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 22,175 $1.08M 0.03% +618 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 22,000 $1.07M 1.05% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 21,889 $1.07M 0.13% -24 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 21,834 $1.06M 0.04% -2,075 13F-HR Timeline Group WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 21,734 $1.06M 0.27% new 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 21,312 $1.04M 0.01% +7,541 13F-HR Timeline Group Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 21,156 $1.03M 0.82% -1,338 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 21,045 $1.03M 0.8% -139 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 20,882 $1.02M 0.03% +149 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 24,652 $1.01M 0.2% -1,086 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 20,624 $1M 0.01% +3,358 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 20,400 $994K 0.8% -2,400 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 20,073 $978K 0.55% -7,673 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 19,948 $972K 0.09% new 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 19,674 $959K 0.1% +257 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 19,300 $940K 0.62% +13,152 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 19,281 $939K 0.01% +11,621 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 19,268 $939K 0.03% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 19,061 $929K 0.15% +2,297 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 19,000 $926K 0.53% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 18,962 $924K 0.3% -238 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 18,866 $919K 0.01% +1,611 13F-HR Timeline Group MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 18,743 $913K 0.25% +2,501 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 18,741 $913K 0.05% -9,493 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 18,350 $894K 0.06% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 18,331 $893K 0.03% +3,636 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 18,237 $888K 0.01% -1,963 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 18,223 $888K 0.79% +14,753 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 17,788 $867K 0.05% +2,316 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 17,500 $853K 0.39% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 17,376 $847K 0.09% +1,222 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 17,310 $843K 0.03% -219 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 17,110 $834K 0.14% +179 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 16,420 $830K 0.04% -22,989 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 16,999 $828K 0.25% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 16,411 $800K 0.06% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 16,344 $796K 0.12% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 16,010 $780K 0.09% -1,175 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 15,955 $777K <0.01% +1,520 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 15,634 $762K <0.01% +3,334 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 15,193 $740K 0.05% +3,820 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 15,140 $738K 0.08% +2,724 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 14,774 $720K +487 Timeline STF Management LP More: the full row for STF Management LP 14,543 $709K 0.26% -444 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 14,391 $701K 0.22% new 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 14,354 $699K 0.51% -667 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 14,352 $699K <0.01% +8,436 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 14,336 $698K 0.01% +752 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 14,100 $687K 0.24% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 13,837 $674K 0.03% -1,770 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 13,824 $673K 0.03% +4 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 13,769 $671K 0.75% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 13,765 $671K 0.01% -244 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 13,636 $664K 0.01% +147 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 13,436 $655K <0.01% -442 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 13,415 $654K 0.01% -2,666 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 13,373 $652K 0.01% +101 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 13,332 $650K 0.09% 0 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 13,230 $644K 0.01% -258 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,183 $642K 0.01% +288 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 13,147 $641K 0.06% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 13,000 $633K 0.01% -190 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,986 $633K 0.02% -3,687 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 12,780 $623K 0.01% -11,099 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brooklyn Investment Group More: the full row for Brooklyn Investment Group 16,210 $617K 0.08% +344 13F-HR/A Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 12,600 $614K 0.08% -6,227 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 12,505 $609K 0.01% +23 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 12,484 $608K 0.17% +1,877 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,229 $598K 0.01% -164 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 12,176 $593K 0.08% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 12,155 $592K 0.01% +1,324 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,087 $589K 0.01% -60 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 12,055 $587K 0.03% +780 13F-HR Timeline Group Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 12,031 $586K 0.11% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 12,013 $585K 0.02% +139 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,946 $582K 0.01% +2,081 13F-HR Timeline Group SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 11,924 $581K 0.05% new 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 11,896 $580K 0.05% -1,330 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 11,923 $576K <0.01% +11,657 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,545 $562K 0.01% +335 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,426 $557K 0.01% +2,680 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,400 $555K 0.01% +2,721 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 11,378 $554K 0.33% new 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 10,960 $534K new Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 10,950 $533K 0.25% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,735 $523K <0.01% +3,945 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 10,718 $522K 0.01% +37 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 10,700 $521K 0.42% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,586 $516K 0.01% +1,270 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 10,500 $512K 0.01% +3,500 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 10,317 $503K 0.02% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 10,222 $498K <0.01% -6 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,644 $470K 0.01% +1,648 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 9,602 $468K 0.07% -222 13F-HR Timeline Group RDA Financial Network More: the full row for RDA Financial Network 9,500 $463K 0.11% -1,004 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 9,405 $458K 0.01% -15,267 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 9,342 $455K 0.13% -607 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,330 $455K <0.01% -215 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,179 $447K 0.01% +1,288 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 9,208 $447K 0.01% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 9,134 $445K 0.26% +964 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 9,100 $443K 0.1% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,078 $442K <0.01% +34 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 8,983 $438K 0.11% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8,921 $435K <0.01% -166 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 8,887 $433K 0.01% -31 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 8,865 $432K 0.15% +1 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,841 $431K 0.01% -33 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,824 $430K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 8,807 $429K 0.01% +65 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 8,785 $428K 0.04% +751 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 8,816 $428K 0.01% -12 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 8,678 $423K 0.17% -33 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,674 $423K 0.01% -1,685 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,642 $421K 0.01% -2,882 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 8,622 $420K 0.01% -3,192 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 8,553 $417K 0.01% +473 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,520 $415K 0.02% -858 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 8,506 $414K 0.01% -3,328 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,444 $411K 0.01% -6,381 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 8,420 $410K 0.01% +790 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 8,382 $408K 0.03% +3,011 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 8,331 $406K 0.01% +143 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 8,290 $404K 0.18% -3,471 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,261 $402K 0.02% new 13F-HR Timeline