BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 14,492 $1.9M 0.05% +11,065 13F-HR/A Timeline NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 14,399 $1.89M 0.06% -300 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 14,316 $1.88M 0.03% -4,399 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 14,271 $1.87M 0.24% new 13F-HR Timeline AXIOM INVESTORS LLC /DE More: the full row for AXIOM INVESTORS LLC /DE 14,150 $1.86M 0.01% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 13,976 $1.83M 0.04% new 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 13,954 $1.83M 0.06% -306 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 13,767 $1.81M 0.28% +181 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 13,725 $1.8M 0.3% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 13,712 $1.8M 0.02% -293 13F-HR Timeline Group Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 13,652 $1.79M 0.04% +1,186 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13,628 $1.79M 0.01% +4,159 13F-HR Timeline Group E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 13,600 $1.79M 0.04% +1,300 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 13,223 $1.74M 0.06% +4,895 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 13,010 $1.71M 0.17% +1,060 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 12,615 $1.66M 0.12% +2,470 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 12,503 $1.64M 0.3% +697 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 12,466 $1.64M 0.53% -4,014 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 12,443 $1.63M 0.02% +899 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 12,438 $1.63M 0.01% +60 13F-HR Timeline Group NICOLA WEALTH MANAGEMENT LTD. More: the full row for NICOLA WEALTH MANAGEMENT LTD. 8,624 $1.63M 0.15% -1,400 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 12,085 $1.59M 0.06% +35 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 12,000 $1.58M 0.21% 0 13F-HR/A Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 12,607 $1.57M 0.65% -1,020 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 11,787 $1.55M 0.12% -530 13F-HR Timeline Group FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 11,700 $1.54M 0.01% +4,590 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 11,600 $1.52M 0.3% -2,418 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 11,570 $1.52M 0.44% -380 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 11,563 $1.52M 0.17% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 11,453 $1.5M 0.09% -9,712 13F-HR Timeline Group Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 11,346 $1.49M 0.1% -485 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,309 $1.49M <0.01% +818 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 11,139 $1.46M 0.03% -12,892 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 11,029 $1.45M 0.05% +2,594 13F-HR Timeline CENTERSQUARE INVESTMENT MANAGEMENT LLC More: the full row for CENTERSQUARE INVESTMENT MANAGEMENT LLC 10,900 $1.43M 0.02% -52,680 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 10,757 $1.41M 0.01% +4,141 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,648 $1.4M 0.02% +7,127 13F-HR Timeline American Assets Capital Advisers, LLC More: the full row for American Assets Capital Advisers, LLC 10,594 $1.39M 0.46% +736 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,510 $1.38M 0.02% +3,210 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,539 $1.38M 0.02% -1,056 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 10,534 $1.38M 0.08% -141 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 10,435 $1.37M 0.1% +35 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 10,416 $1.37M 1.1% 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 10,395 $1.36M 0.01% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 10,203 $1.34M 0.09% +1,120 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,756 $1.28M 0.08% -1,398 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,680 $1.27M 0.01% +184 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 9,530 $1.25M 0.14% -1,162 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 9,500 $1.25M 0.72% -2,200 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,499 $1.25M 0.08% +5,951 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,481 $1.24M 0.04% +3,438 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 9,376 $1.23M 0.01% -4,046 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 9,339 $1.23M 0.04% +300 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 9,322 $1.22M <0.01% 0 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 9,302 $1.21M 0.02% +3,380 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 9,224 $1.21M 0.6% +371 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 9,155 $1.2M 0.04% new 13F-HR Timeline Group ADAPT Investment Managers SA More: the full row for ADAPT Investment Managers SA 9,106 $1.19M 0.55% 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 9,032 $1.19M 0.44% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,986 $1.18M 0.01% +1,325 13F-HR/A Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 8,768 $1.15M 0.62% +1,477 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,644 $1.13M 0.02% +424 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 8,546 $1.12M 0.43% -25 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 8,536 $1.12M <0.01% +526 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,530 $1.11M 0.11% +2,802 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 8,403 $1.1M <0.01% -76 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,399 $1.1M 0.06% +627 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 8,351 $1.1M 0.06% -867 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8,287 $1.09M 0.02% +211 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Versor Investments LP More: the full row for Versor Investments LP 8,100 $1.06M 0.18% +3,900 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 8,064 $1.06M 0.3% -25 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 8,141 $1.06M <0.01% -595 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,035 $1.05M 0.01% +577 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,031 $1.05M 0.08% -2,373 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 8,012 $1.05M 0.01% +2,417 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 7,925 $1.04M 0.71% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 7,884 $1.04M 0.29% +24 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,876 $1.03M 0.02% -28 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 7,342 $1.02M 0.06% +4,120 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 7,741 $1.02M 0.05% +4,832 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 7,685 $1.01M 0.14% -206 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 7,679 $1.01M 0.03% new 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 7,660 $1.01M 0.55% +214 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 7,430 $975K 0.01% -520 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 7,370 $968K 0.06% -1,110 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,353 $965K 0.01% -335 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 7,281 $956K 0.06% +20 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 7,260 $953K 0.07% -1,505 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,192 $944K 0.02% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 7,176 $942K 0.38% +2,103 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 7,165 $941K 0.01% +526 13F-HR Timeline Group CAXTON ASSOCIATES LP More: the full row for CAXTON ASSOCIATES LP 7,130 $936K 0.03% new 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 7,070 $928K 0.05% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,875 $903K 0.01% +1,098 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,851 $899K 0.01% +961 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,771 $889K 0.01% -2,614 13F-HR/A Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 6,719 $882K 0.13% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,636 $871K 0.07% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 6,513 $855K 0.02% 0 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 6,407 $841K 0.37% 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,403 $841K 0.06% -382 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 6,355 $834K 0.03% -1,012 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 6,352 $834K 0.02% -3,012 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 6,346 $833K <0.01% 0 13F-HR Timeline Group SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 6,257 $821K 0.13% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,183 $812K 0.03% -332 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,153 $808K 0.07% +1,413 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,094 $800K <0.01% +683 13F-HR Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 6,067 $797K 0.03% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 6,000 $788K 0.12% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 5,941 $780K 0.22% -200 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 5,923 $778K 0.01% -3,422 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,919 $777K 0.08% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,911 $776K 0.05% +264 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,870 $771K 0.02% -246 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,826 $765K 0.01% -264 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 5,790 $760K 0.05% new 13F-HR Timeline RIVER GLOBAL INVESTORS LLP More: the full row for RIVER GLOBAL INVESTORS LLP 5,750 $755K 0.15% -5,038 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,748 $755K 0.02% -266 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,734 $753K 0.02% +35 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,681 $746K 0.05% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 5,598 $735K 0.06% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 5,554 $729K 0.01% +26 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,533 $726K 0.03% +39 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,505 $723K 0.02% -426 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 5,492 $721K +887 Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 5,475 $719K <0.01% +2,905 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,462 $717K 0.05% -42 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 5,448 $715K 0.1% +75 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 5,413 $711K 0.15% -185 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 5,405 $710K 0.04% +2,857 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 5,394 $708K 0.01% new 13F-HR Timeline Group Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 5,354 $703K 0.19% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 5,344 $702K 0.03% 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,339 $701K 0.01% +840 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,289 $695K <0.01% +1,429 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 5,293 $695K 0.03% +110 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 5,275 $693K 0.01% -404 13F-HR/A Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,192 $682K 0.03% +71 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,181 $680K 0.06% -508 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 5,138 $675K 0.32% +252 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 5,096 $669K 0.02% +251 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,074 $666K 0.01% +99 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,052 $663K 0.02% -3,393 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,047 $663K 0.08% +1,912 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,047 $663K 0.02% -3,302 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 5,031 $661K 0.03% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,000 $656K 0.03% +668 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,974 $653K <0.01% -222 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,974 $653K 0.13% -608 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,904 $644K 0.01% -977 13F-HR Timeline Group LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 4,763 $625K 0.06% 0 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 4,755 $624K 0.03% -4 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,697 $617K 0.02% -228 13F-HR/A Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 4,667 $613K 0.37% +18 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,662 $612K 0.04% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,610 $605K <0.01% +1,957 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,488 $589K 0.02% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,098 $584K 0.06% +104 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 4,441 $583K 0.07% 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 4,427 $581K 0.04% new 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 4,420 $580K 0.49% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,404 $578K 0.02% +118 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,381 $575K 0.06% -1,034 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,359 $572K 0.02% new 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,356 $572K 0.04% +174 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,324 $569K 0.23% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 4,282 $562K 0.07% +27 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,280 $562K 0.04% -1,092 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 4,267 $560K 0.02% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 4,260 $559K 0.18% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,206 $552K <0.01% -2,663 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 4,189 $550K 0.04% +1,218 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,160 $546K 0.02% +67 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,152 $545K 0.11% +323 13F-HR/A Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 4,100 $538K 0.27% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 4,009 $526K 0.17% -1,030 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,977 $522K 0.12% +820 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,936 $517K 0.01% +38 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 3,923 $515K 0.17% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,907 $513K 0.01% +1,031 13F-HR/A Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 3,883 $510K 0.18% -450 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,853 $506K <0.01% -183 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,834 $503K 0.06% -363 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 3,798 $499K 0.09% new 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 3,779 $496K 0.11% -93 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,719 $488K 0.02% +1,948 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,708 $487K 0.08% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 3,614 $474K <0.01% -8,202 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,611 $474K 0.01% +1,269 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,581 $470K 0.02% -15 13F-HR Timeline Group Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,560 $467K 0.17% -697 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,533 $464K 0.02% +303 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,747 $463K 0.02% +206 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,259 $462K 0.03% +119 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,485 $458K 0.01% 0 13F-HR Timeline Group Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,475 $456K 0.11% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,469 $455K 0.18% +1,155 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,461 $454K 0.01% +128 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 3,455 $454K 0.16% 0 13F-HR Timeline