US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 41,928 $934K <0.01% +19,888 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 41,463 $923K <0.01% -1,860 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 41,293 $920K <0.01% +16,262 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 41,189 $917K <0.01% new 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 40,407 $900K 0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 40,046 $891K <0.01% +21,868 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 39,446 $878K 0.02% +8,519 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 39,159 $872K 0.02% new 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 38,872 $866K 0.01% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 38,612 $860K 0.01% new 13F-HR Timeline Group Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 38,432 $856K 0.66% +8,200 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 38,401 $855K <0.01% -2,366 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 38,384 $855K 0.08% +9,506 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 38,316 $853K 0.01% new 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 38,211 $851K <0.01% +11,877 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 37,161 $828K <0.01% +7,804 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 36,578 $815K 0.01% -6,379 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 36,138 $805K 0.01% -40 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 35,909 $800K 0.33% +2,248 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 34,956 $778K 0.17% new 13F-HR/A Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 33,919 $755K 0.03% +4,389 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 33,564 $747K <0.01% new 13F-HR/A Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 33,700 $747K <0.01% -1,830,419 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 33,229 $740K 0.02% +18,335 13F-HR Timeline Capital World Investors More: the full row for Capital World Investors 32,450 $723K <0.01% +13,357 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 31,869 $710K 0.03% +1,074 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 31,831 $709K 0.09% -951 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 30,005 $704K <0.01% +1,270 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 31,356 $698K <0.01% -11,662 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 31,310 $697K 0.04% -52,660 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 31,206 $695K 0.12% -438 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 31,027 $691K <0.01% +18,476 13F-HR Timeline Group Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 29,951 $667K -26,289 Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 29,895 $666K 0.04% -21,500 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 29,799 $664K 0.08% -10,769 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 29,285 $652K 0.52% -525 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 29,230 $651K 0.03% +10,013 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 28,890 $643K 0.02% +19,340 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 28,884 $643K 0.01% new 13F-HR Timeline Tejara Capital Ltd More: the full row for Tejara Capital Ltd 28,600 $637K 0.26% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 28,597 $637K 0.05% 0 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 28,200 $628K 0.49% +6,500 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 28,158 $627K 0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 28,120 $626K 0.09% +843 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 27,960 $623K 0.02% +7,795 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 28,452 $609K 0.01% +11,972 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 27,279 $608K 0.06% new 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 26,701 $597K <0.01% -73,955 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 26,834 $597K <0.01% +16,723 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 26,257 $585K 0.01% +16,214 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 25,688 $572K <0.01% -24,016 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 25,327 $564K 0.01% +11,832 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 25,314 $564K 0.01% -785 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 25,186 $561K <0.01% -11,860 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 26,458 $554K 0.15% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 24,784 $552K 0.1% -341 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 24,488 $545K 0.01% +3,552 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 24,466 $545K <0.01% +5,910 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 24,459 $545K <0.01% +7,195 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 24,400 $543K 0.13% -7,100 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 23,934 $533K <0.01% +3,514 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 23,784 $530K 0.02% +18,170 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 23,194 $517K 0.01% 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 22,527 $502K <0.01% +2,886 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 22,219 $495K <0.01% +15,622 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 22,191 $494K 0.01% new 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 22,091 $492K <0.01% 0 13F-HR Timeline JENSEN INVESTMENT MANAGEMENT INC More: the full row for JENSEN INVESTMENT MANAGEMENT INC 21,735 $484K 0.01% -9,683 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 21,717 $484K <0.01% -25,206 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 21,593 $481K 0.01% +9,897 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 21,006 $468K 0.01% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 20,961 $467K 0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 21,069 $465K 0.01% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 20,794 $463K 0.24% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 20,560 $458K 0.01% new 13F-HR Timeline OceanIQ Capital, LLC More: the full row for OceanIQ Capital, LLC 20,113 $457K 0.28% 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 20,370 $454K <0.01% -23,065 13F-HR Timeline Group ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 20,022 $446K 0.01% new 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 19,737 $440K 0.01% new 13F-HR Timeline Group WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 19,656 $438K <0.01% new 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 18,609 $428K 0.22% +3 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 19,201 $428K 0.38% +5,300 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 19,065 $425K <0.01% -40,182 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 19,028 $424K <0.01% -83,876 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 19,000 $423K 0.01% new 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 18,935 $422K 0.04% -541 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 18,845 $420K 0.01% +9,206 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 18,789 $418K <0.01% +12,121 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 18,303 $408K <0.01% +1,548 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 17,587 $404K <0.01% -1,584 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 18,110 $403K 0.03% -16,823 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 18,005 $401K 0.31% new 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 17,974 $400K 0.09% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 17,818 $397K 0.01% +13,442 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 17,519 $390K 0.04% -7,690 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 17,416 $388K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 17,290 $385K 0.03% +1,697 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 17,184 $383K 0.04% +5,117 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 17,043 $380K <0.01% +7,226 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 16,945 $377K 0.14% +3,185 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 16,896 $376K 0.05% +4,400 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 16,711 $372K <0.01% +15,731 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 16,634 $370K <0.01% -500 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 16,487 $367K 0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 16,438 $366K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 16,288 $363K <0.01% -4,139 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 16,059 $358K 0.01% +5,668 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,943 $355K 0.01% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 15,923 $355K <0.01% -108,312 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 15,779 $351K 0.09% +1,263 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 15,580 $347K 0.27% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 15,349 $342K <0.01% +234 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,120 $337K <0.01% +6,150 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 15,102 $336K 0.02% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 15,105 $336K 0.01% +3,400 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 14,944 $333K <0.01% +876 13F-HR Timeline Group 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 14,900 $332K <0.01% -21,600 13F-HR Timeline Group Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 14,775 $329K 0.06% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 14,576 $325K <0.01% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 14,373 $320K 0.01% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 14,234 $317K <0.01% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 14,187 $316K <0.01% -7,015 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 14,000 $312K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,932 $310K <0.01% +11,140 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 13,930 $310K 0.25% +3,130 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 13,713 $305K 0.01% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 13,595 $303K <0.01% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 13,500 $301K 0.21% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 13,444 $299K 0.02% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 13,300 $296K 0.02% -945 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 13,205 $294K 0.03% +3,930 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 13,104 $292K <0.01% -7,559 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 12,806 $285K 0.03% +2,192 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 12,703 $283K 0.02% +9,570 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 12,668 $282K 0.08% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 12,605 $281K <0.01% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,594 $280K <0.01% +854 13F-HR Timeline Group Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 12,506 $279K 0.08% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 12,428 $277K 0.01% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 12,279 $273K <0.01% new 13F-HR Timeline Group Kentucky Retirement Systems in group Kentucky Retirement Systems More: the full row for Kentucky Retirement Systems 12,240 $273K 0.01% -2,585 13F-HR Timeline Group Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 12,190 $271K 0.29% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 11,930 $266K 0.11% new 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 11,780 $262K 0.01% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 11,621 $259K 0.06% +1,837 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 11,592 $258K 0.01% +106 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,524 $257K <0.01% +1,448 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 11,522 $257K 0.14% -4,851 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 11,485 $256K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 11,363 $253K 0.01% +9,325 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 11,256 $251K 0.01% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 11,225 $250K <0.01% new 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 11,180 $249K 0.08% 0 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 11,092 $247K 0.27% +748 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 11,059 $246K 0.1% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 11,015 $245K 0.02% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,886 $242K <0.01% +842 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 10,864 $242K 0.09% -4,406 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 10,622 $237K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,601 $236K <0.01% +572 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 10,456 $233K 0.09% -176 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 10,445 $233K <0.01% +240 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 10,443 $233K <0.01% -593,993 13F-HR Timeline Group Utah Retirement Systems More: the full row for Utah Retirement Systems 10,300 $229K <0.01% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,221 $228K 0.02% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,055 $224K <0.01% new 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 10,000 $223K 0.03% 0 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 9,909 $221K <0.01% new 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,897 $220K <0.01% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 9,416 $220K 0.01% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 9,785 $218K 0.01% -8,875 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 9,728 $217K <0.01% 0 13F-HR Timeline Group Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 9,664 $215K 0.16% +661 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 9,653 $215K <0.01% -9,983 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,576 $213K 0.01% new 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 9,544 $213K 0.04% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,455 $211K <0.01% new 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 9,387 $209K <0.01% new 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,381 $209K 0.01% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 9,335 $208K <0.01% +349 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 9,269 $206K <0.01% new 13F-HR Timeline Group Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 9,250 $206K 0.14% 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 9,087 $202K 0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,046 $201K 0.01% -2,880 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 8,703 $194K <0.01% +876 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,498 $189K <0.01% +6,700 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 8,350 $186K 0.04% 0 13F-HR Timeline Group NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 7,745 $172K 0.02% -57,620 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 7,244 $161K <0.01% 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,240 $161K 0.02% -17,308 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,198 $160K <0.01% +1,715 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 7,125 $159K <0.01% +2,488 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,038 $157K 0.04% -139 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 6,300 $140K 0.05% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,243 $139K <0.01% +149 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 5,966 $133K <0.01% -539 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,934 $132K 0.01% +184 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,672 $126K <0.01% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,397 $120K <0.01% -1,250 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,383 $120K 0.01% +3,575 13F-HR Timeline