CHOREO, LLC More: the full row for CHOREO, LLC 7,026 $946K 0.01% +4,626 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,027 $943K 0.03% +48 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,018 $942K 0.02% +409 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 6,846 $919K <0.01% +984 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,753 $907K 0.04% +761 13F-HR Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 6,738 $905K 0.49% +416 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 6,520 $875K 0.07% +5 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 6,495 $872K <0.01% -152,588 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 6,462 $868K <0.01% +1,209 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,436 $864K 0.01% -6 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 6,319 $848K 0.93% 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 6,146 $825K <0.01% +1,398 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 6,083 $817K 0.01% +549 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 6,070 $815K 0.09% 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 5,797 $787K <0.01% +229 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 5,756 $773K 0.01% -106 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 5,747 $772K <0.01% +604 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 5,647 $758K 0.18% +1,830 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 5,572 $748K 0.97% -1,720 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,431 $729K 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 5,344 $717K <0.01% +1,978 13F-HR Timeline Group Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 5,343 $717K 0.04% -499 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,329 $715K 0.03% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 5,282 $709K 0.08% +973 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 5,250 $705K 0.01% +198 13F-HR Timeline Keene & Associates, Inc. More: the full row for Keene & Associates, Inc. 5,232 $702K 0.56% -8 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 5,128 $688K 0.02% +2,299 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,041 $677K 0.01% +4 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 5,031 $675K -4,079 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,996 $671K <0.01% +18 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,987 $670K <0.01% +731 13F-HR Timeline Group WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 4,900 $658K 0.52% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,897 $657K 0.03% -51 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 4,892 $657K <0.01% -30 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,886 $656K 0.03% +19 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 4,848 $651K 0.02% -130 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,840 $650K 0.01% 0 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 4,750 $640K 0.01% +874 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,652 $625K 0.13% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,650 $624K <0.01% new 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,584 $615K 0.04% -2,226 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 4,537 $609K <0.01% -140 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 4,496 $604K 0.06% -420 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,488 $603K <0.01% +1,965 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,487 $602K <0.01% -609 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,200 $583K 0.08% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,339 $583K <0.01% +568 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 4,287 $576K 0.04% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,212 $565K 0.01% -4,227 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,117 $553K 0.02% +619 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,043 $543K <0.01% +1,366 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 4,028 $541K 0.22% +100 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 4,000 $537K 0.09% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 3,973 $533K 0.01% -572 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 3,896 $523K -18,109 Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,893 $523K <0.01% +510 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 3,855 $518K 0.1% -550 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,843 $516K 0.06% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,834 $515K 0.01% -787 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 3,802 $510K 0.22% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,697 $496K 0.01% -1,398 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,693 $496K 0.15% +25 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,436 $490K 0.08% +1 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,625 $487K 0.18% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 3,600 $483K 0.11% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,485 $468K 0.01% +1,242 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 3,475 $467K 0.36% 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 3,359 $451K 0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,353 $450K 0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,248 $436K 0.02% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,233 $434K <0.01% +136 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,082 $414K 0.01% +220 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,040 $408K <0.01% new 13F-HR/A Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,038 $408K <0.01% -1,194 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,928 $393K <0.01% -164 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 2,896 $389K 0.04% new 13F-HR Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 2,820 $379K 0.02% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,797 $376K <0.01% +2,443 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,791 $370K 0.01% 0 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,702 $363K 0.18% +155 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 2,662 $357K <0.01% -789 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,612 $351K 0.01% -110 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 2,600 $349K 0.1% -300 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,500 $338K 0.05% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 2,452 $329K <0.01% +16 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,432 $326K <0.01% -15,699 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,417 $325K 0.01% +4 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,395 $322K 0.02% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,267 $304K 0.02% +55 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,233 $300K <0.01% new 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,218 $298K <0.01% new 13F-HR/A Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,188 $294K <0.01% +1,283 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,187 $294K 0.06% +89 13F-HR/A Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,164 $291K <0.01% +77 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,126 $285K <0.01% +34 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,091 $281K 0.06% +283 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 2,000 $280K 0.11% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,086 $280K 0.02% +86 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,081 $279K 0.1% -800 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,080 $279K 0.06% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,081 $279K 0.09% +242 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,016 $271K <0.01% +103 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,988 $267K 0.09% 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 1,977 $265K 0.01% 0 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 1,976 $265K 0.2% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,974 $265K <0.01% new 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 1,963 $264K 0.05% -37 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 1,935 $260K 0.02% -18 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 1,883 $253K 0.02% -401 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,863 $250K 0.02% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,850 $248K 0.03% -100 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,827 $245K 0.04% +6 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,815 $244K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,795 $241K <0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,789 $240K 0.01% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,778 $239K 0.02% new 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 1,775 $238K 0.12% -6,750 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,734 $233K 0.02% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,730 $232K 0.2% 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,724 $231K 0.06% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,718 $231K <0.01% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,696 $228K 0.04% 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,655 $219K 0.22% -24 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,626 $218K <0.01% new 13F-HR/A Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,626 $218K 0.02% +14 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,626 $218K <0.01% -8,288 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,534 $218K 0.01% new 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 1,621 $218K 0.01% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 1,617 $217K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,613 $217K 0.01% +13 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. 1,575 $211K 0.01% new 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,572 $211K 0.01% new 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 1,569 $211K 0.01% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 1,518 $204K <0.01% new 13F-HR/A Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 1,507 $202K 0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,443 $194K 0.15% -41 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,428 $193K 0.01% -7 13F-HR Timeline MOTCO More: the full row for MOTCO 1,397 $188K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,363 $183K 0.02% -37 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,353 $182K 0.01% -243 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,307 $175K <0.01% -2,348 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,268 $170K <0.01% +269 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,262 $169K 0.02% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,242 $167K <0.01% -8,065 13F-HR/A Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,172 $158K 0.01% -454 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,143 $153K <0.01% +21 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 996 $134K 0.02% -2,300 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 919 $123K 0.1% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 822 $110K 0.01% +144 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 789 $106K <0.01% 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 736 $98.8K 0.06% -1 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 687 $92.2K <0.01% +1 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 597 $80.1K 0.02% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 550 $73.8K 0.01% +329 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 543 $72.9K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 536 $71.9K <0.01% +47 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 500 $67.3K 0.02% -500 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 500 $67.1K 0.04% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 421 $56.5K 0.01% -23 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 417 $56K <0.01% +27 13F-HR Timeline Group Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 397 $53.3K 0.07% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 390 $52.4K <0.01% -2 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 369 $49.5K 0.05% 13F-HR/A Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 336 $45.2K 0.01% +2 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 313 $42K 0.02% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 311 $41.8K 0.01% -79 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 271 $36.4K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 260 $34.9K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 254 $34.1K <0.01% -1 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 250 $34K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 245 $32.9K <0.01% +77 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 230 $32.3K <0.01% -214 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 231 $31K 0.01% -26 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 210 $28.2K 0.01% +1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 205 $27.5K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 205 $27.5K +116 Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 202 $27.1K 0.01% -22,224 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 196 $26.3K <0.01% 0 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 185 $24.8K <0.01% +35 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 174 $23.4K <0.01% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 170 $23K <0.01% -11 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 168 $22.6K <0.01% +8 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 165 $22.2K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 163 $21.9K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 156 $21K 0.01% new 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 153 $20.5K <0.01% +24 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 152 $20.5K <0.01% +120 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 181 $20K 0.02% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 136 $18.3K <0.01% +12 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 132 $18K 0.01% -92 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 125 $16.8K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 120 $16.2K <0.01% +16 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 122 $16K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 116 $15.6K <0.01% +36 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 101 $13.6K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 83 $11.1K <0.01% -23 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 75 $10.1K <0.01% +27 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 74 $9.94K 0.02% 0 13F-HR Timeline Ranger Investment Management, L.P. More: the full row for Ranger Investment Management, L.P. 73 $9.8K <0.01% -31 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 70 $9.4K 0.01% 13F-HR Timeline