Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 2,603 $716K 0.05% -569 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,561 $705K 0.01% -4 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,522 $694K 0.01% +1,836 13F-HR Timeline Group MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,505 $689K 0.04% +390 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,478 $682K 0.01% +811 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 2,477 $681K <0.01% -31,225 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,359 $649K 0.27% +511 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,354 $648K 0.02% +551 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 2,354 $648K 0.27% -31 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,348 $646K 0.15% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,341 $644K 0.18% new 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 2,341 $644K 0.47% new 13F-HR/A Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,324 $639K 0.31% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,317 $638K <0.01% -352 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,300 $633K <0.01% +395 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,804 $631K 0.02% new 13F-HR Timeline Heard Capital LLC More: the full row for Heard Capital LLC 2,282 $628K 0.03% 0 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 2,281 $627K <0.01% -96 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,264 $623K 0.04% +194 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,251 $619K 0.19% +237 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,237 $615K 0.07% -128 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,226 $612K 0.08% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 2,209 $608K 0.07% -97 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 2,179 $599K 0.01% -5,787 13F-HR Timeline Group STF Management LP More: the full row for STF Management LP 2,155 $593K 0.22% -39 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 2,129 $586K 0.01% -109 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,106 $579K 0.04% +20 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 2,097 $577K 0.06% +338 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,064 $568K 0.03% new 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,019 $555K 0.08% +83 13F-HR Timeline Rangeley Capital, LLC More: the full row for Rangeley Capital, LLC 2,000 $550K 0.52% new 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 2,000 $550K 0.01% new 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,982 $545K 0.06% +109 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,975 $543K <0.01% +920 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,972 $543K 0.18% +1,963 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,967 $541K 0.03% +690 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,961 $539K 0.02% -909 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,935 $532K 0.02% -189 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,931 $531K 0.19% -3,255 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,883 $518K 0.04% -17 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,878 $517K 0.35% +140 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,837 $505K <0.01% +76 13F-HR/A Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,831 $504K 0.03% -142 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 1,819 $500K 0.01% new 13F-HR Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,783 $490K 0.29% +651 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 1,778 $489K 0.01% +1,494 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 1,776 $489K 0.22% -51 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,772 $487K 0.01% -292 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,755 $483K 0.03% -175 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,741 $479K 0.04% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,729 $476K <0.01% -555 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,728 $475K 0.01% -559 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,836 $457K 0.05% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,650 $454K 0.02% +96 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,649 $454K <0.01% -684 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,626 $447K <0.01% +515 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,604 $441K 0.02% -1,061 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,604 $441K 0.05% -573 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 1,600 $440K 0.49% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,570 $432K <0.01% -2,239 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,528 $420K 0.08% -44 13F-HR/A Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,496 $412K <0.01% -27 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,494 $411K <0.01% -749 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 1,488 $409K 0.04% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,463 $400K <0.01% +1,012 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,427 $400K <0.01% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,440 $396K 0.02% +30 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,426 $392K <0.01% +49 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,424 $392K 0.01% +520 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,415 $391K 0.01% new 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 1,400 $385K 0.15% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,400 $385K 0.03% +640 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,367 $376K 0.01% -50 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,323 $364K <0.01% -12 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 979 $361K 0.03% 0 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 1,306 $359K 0.31% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,303 $358K <0.01% -53 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,302 $358K 0.11% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,297 $357K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,275 $351K 0.01% +420 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,274 $350K 0.04% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,265 $348K <0.01% +211 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 862 $346K 0.05% -8 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 1,254 $345K 0.01% +186 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,248 $343K 0.03% -552 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,243 $342K 0.01% +215 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,241 $341K <0.01% -1,294 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,225 $336K 0.03% new 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 1,215 $334K 0.08% +484 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,215 $334K 0.04% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,168 $321K 0.01% +615 13F-HR/A Timeline ABN AMRO INVESTMENT SOLUTIONS group of 2 filers holding More: the full row for ABN AMRO INVESTMENT SOLUTIONS 1,169 $321K +19 Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 1,157 $318K 0.11% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,157 $318K <0.01% -23 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,152 $317K 0.02% -171 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,146 $316K 0.01% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,145 $315K 0.02% +478 13F-HR/A Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,132 $311K 0.01% -364 13F-HR Timeline Group Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 1,127 $310K 0.42% -749 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,121 $308K 0.02% 0 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 1,110 $305K 0.24% 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,109 $305K 0.01% -125 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,105 $304K 0.03% -155 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,099 $302K <0.01% 0 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 1,082 $298K 0.04% -1,987 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,082 $298K 0.06% +335 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,072 $295K <0.01% -50 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,051 $289K 0.01% +10 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,049 $289K 0.11% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,155 $287K 0.01% +391 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,042 $287K <0.01% -240 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,038 $286K 0.01% +488 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,034 $284K 0.02% +1 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,525 $278K 0.03% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 991 $273K <0.01% new 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 981 $270K 0.01% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 971 $267K 0.01% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 967 $266K <0.01% -21 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 955 $263K <0.01% +265 13F-HR/A Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 937 $258K <0.01% -19 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 931 $256K 0.01% -28 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 922 $254K <0.01% +149 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 921 $253K 0.01% -273 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 913 $251K <0.01% -359 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 911 $251K 0.02% +156 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 610 $250K 0.02% 0 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 904 $249K 0.04% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 899 $247K 0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 894 $246K 0.01% -272 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 891 $245K 0.03% 0 13F-HR Timeline Group Corton Capital Inc. More: the full row for Corton Capital Inc. 882 $243K 0.6% -356 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 874 $240K <0.01% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 856 $236K <0.01% -9 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 851 $234K 0.06% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 846 $233K 0.01% -672 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 844 $232K 0.02% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 840 $231K <0.01% -38 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 829 $228K 0.01% -527 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 818 $225K 0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 805 $221K <0.01% -1,161 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 800 $220K 0.11% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 792 $218K 0.01% new 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 784 $216K 0.03% -252 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 781 $215K <0.01% +250 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 772 $212K <0.01% new 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 770 $212K 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 764 $210K 0.01% -145 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 756 $208K <0.01% -148 13F-HR Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 749 $206K <0.01% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 746 $205K 0.08% +244 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 744 $205K <0.01% -1,372 13F-HR Timeline Kennondale Capital Management LLC More: the full row for Kennondale Capital Management LLC 741 $204K 0.16% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 739 $203K 0.08% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 731 $201K <0.01% -70 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 723 $199K 0.01% -877 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 716 $197K 0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 700 $193K <0.01% -497 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 692 $190K 0.03% +201 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 638 $176K <0.01% -7 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 638 $175K 0.01% -100 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 573 $158K <0.01% +55 13F-HR Timeline Group S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 573 $158K 0.02% -7 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 559 $154K <0.01% -47 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 543 $149K 0.01% -71 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 528 $145K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 526 $144K <0.01% +5 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 494 $136K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 480 $132K 0.01% +370 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 466 $129K 0.01% +64 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 465 $128K 0.12% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 428 $118K 0.01% -2 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 397 $109K <0.01% -18 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 391 $108K <0.01% -248 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 381 $107K <0.01% +57 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 384 $106K <0.01% -319 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 376 $104K 0.03% +364 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 358 $98.5K 0.01% -7 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 317 $87K <0.01% +171 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 311 $85.6K <0.01% +251 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 291 $80.1K <0.01% +146 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 291 $80.1K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 282 $78K 0.04% -36 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 276 $75.9K <0.01% -282 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 266 $73.2K 0.05% +9 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 248 $68.1K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 223 $61.3K <0.01% -198 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 209 $57.5K <0.01% -54 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 204 $56.1K 0.03% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 205 $56K 0.04% -101 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 190 $52.3K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 189 $52K <0.01% -38 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 184 $51K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 185 $50.9K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 187 $50K <0.01% -21 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 179 $49.2K 0.01% -1 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 178 $49K <0.01% -465 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 167 $45.9K <0.01% +8 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 156 $42.9K <0.01% +7 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 153 $42K 0.01% -7 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 150 $41.3K <0.01% 0 13F-HR Timeline