Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 2,618 $372K 0.26% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,595 $368K 0.19% -156 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 2,550 $362K <0.01% -59,199 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 2,500 $355K <0.01% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,446 $347K <0.01% -960 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,402 $341K 0.05% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,400 $341K 0.02% -81 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 2,400 $341K <0.01% -5,837 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,379 $338K 0.04% -2,060 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,372 $337K <0.01% -71 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 2,365 $336K <0.01% -647 13F-HR/A Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 2,338 $332K 0.01% +50 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,300 $327K 0.11% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,290 $325K 0.01% +11 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 2,197 $312K <0.01% -4,499 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,176 $309K <0.01% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,153 $306K <0.01% -114 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 2,112 $300K 0.01% +110 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,111 $300K 0.13% -5,969 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,091 $297K <0.01% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,069 $294K <0.01% +90 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 2,000 $284K 0.05% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,998 $284K <0.01% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,932 $274K 0.01% -225 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,878 $267K <0.01% -17 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,855 $263K 0.1% -179 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,844 $262K 0.14% 13F-HR Timeline CCM INVESTMENT GROUP, LLC More: the full row for CCM INVESTMENT GROUP, LLC 1,846 $261K 0.03% 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,793 $255K 0.01% -5 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,752 $249K <0.01% -35 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,730 $246K <0.01% +58 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,719 $244K <0.01% +46 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,714 $243K 0.04% -145 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,708 $242K <0.01% -56 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,706 $242K 0 Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,704 $242K 0.04% +11 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 1,662 $236K 0.01% -100 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,660 $236K 0.01% new 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 1,644 $233K 0.01% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,614 $229K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,559 $221K <0.01% -3,551 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 1,520 $216K 0.05% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,515 $215K 0.01% -160 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,505 $214K <0.01% new 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 1,500 $213K <0.01% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,618 $212K <0.01% -387 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,471 $209K 0.03% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,457 $207K <0.01% new 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,432 $203K <0.01% -133 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,411 $200K 0.01% new 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 1,356 $193K 0.02% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,184 $168K 0.01% 0 13F-HR Timeline Group Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 1,093 $155K 0.1% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,045 $148K 0.01% +265 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1,004 $143K 0.07% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 915 $130K 0.01% 0 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 879 $125K <0.01% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 800 $114K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 751 $107K 0.07% -92 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 636 $90.3K <0.01% +39 13F-HR Timeline Quarry LP More: the full row for Quarry LP 604 $85.8K 0.02% +123 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 609 $85.5K <0.01% -88 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 600 $85.2K <0.01% +374 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 463 $69.1K <0.01% -12 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 472 $67K <0.01% +396 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 455 $64.6K 0.04% 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 440 $62.1K <0.01% +393 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 438 $62K <0.01% new 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 430 $61.1K 0.01% +154 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 416 $59K <0.01% -31 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 405 $57.5K 0.01% -17 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 370 $52K <0.01% +86 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 335 $47.6K <0.01% -59 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 326 $46.3K <0.01% -39 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 322 $45.7K 0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 290 $41K <0.01% -97 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 251 $35.6K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 174 $24.7K <0.01% -20 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 170 $24.1K <0.01% +113 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 167 $23.7K <0.01% -24 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 163 $23K 0.01% +1 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 154 $21.9K <0.01% +138 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 150 $21.3K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 149 $21K <0.01% -11 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 140 $19.9K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 132 $18.7K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 128 $18.2K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 122 $17.3K <0.01% -39 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 107 $15.2K <0.01% -2 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 104 $14.8K <0.01% -22 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 100 $14.5K <0.01% -35 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $14.2K <0.01% -300 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 97 $13.8K <0.01% -302 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 94 $13.7K <0.01% +52 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 95 $13.5K <0.01% -10 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 93 $13K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 92 $13K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 88 $13K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 90 $12.8K <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 87 $12.4K 0.01% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 79 $11.2K <0.01% +2 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 71 $10.1K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 70 $9.94K <0.01% -9 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 69 $9.8K <0.01% -10 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 66 $9.4K <0.01% +8 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 66 $9.37K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 70 $9K <0.01% +7 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 62 $8.8K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 59 $8.33K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 55 $7.81K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 53 $7.53K <0.01% new 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. 50 $7.17K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 51 $7K <0.01% +31 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 49 $6.96K <0.01% +2 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 48 $6.83K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 46 $6.53K <0.01% +41 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 45 $6.39K <0.01% new 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 41 $5.82K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 40 $5.68K <0.01% -13 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 37 $5.25K 0.01% 13F-HR/A Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 31 $4.43K <0.01% -4 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 31 $4.4K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 25 $3.55K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 23 $3.27K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 23 $3.27K <0.01% -13 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 20 $2.84K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 19 $2.7K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 16 $2.27K <0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 15 $2.13K <0.01% 0 13F-HR/A Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 15 $2.13K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13 $1.85K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 13 $1.85K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 12 $1.7K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 10 $1.42K <0.01% -1 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10 $1.42K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 9 $1.28K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 8 $1.14K <0.01% +1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 7 $994 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $710 <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4 $568 <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4 $568 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2 $284 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2 $284 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2 $284 <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $142 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1 $142 <0.01% -14 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $142 <0.01% 13F-HR Timeline 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.