FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,147 $263K <0.01% new 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 2,050 $251K <0.01% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,970 $243K 0.01% -436 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,975 $242K <0.01% -4 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,970 $241K <0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,962 $240K <0.01% +41 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,961 $240K <0.01% -92 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,946 $238K <0.01% +9 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 1,907 $236K <0.01% new 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 1,912 $234K <0.01% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,921 $234K 0.03% -199 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,900 $233K 0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,890 $232K <0.01% +53 13F-HR Timeline Group DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 1,890 $231K <0.01% -328 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,850 $228K 0.03% -1 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,730 $213K <0.01% -3 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,728 $212K <0.01% new 13F-HR/A Timeline IFM Investors Pty Ltd More: the full row for IFM Investors Pty Ltd 1,677 $205K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,660 $203K <0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,639 $202K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,560 $191K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,490 $182K <0.01% +88 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,477 $181K <0.01% -1,896 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 1,352 $166K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,272 $156K <0.01% +305 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,176 $144K 0.08% +120 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,133 $139K <0.01% +152 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,039 $127K <0.01% +6 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,018 $125K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,002 $123K <0.01% -63 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 959 $117K <0.01% 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 773 $95K <0.01% 0 13F-HR Timeline Group Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 669 $81.9K <0.01% 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 623 $76.3K <0.01% -24 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 581 $72.1K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 544 $66.6K <0.01% +189 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 531 $65K 0.01% -1,310 13F-HR Timeline Group SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 500 $62K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 490 $60K <0.01% -75 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 483 $59.2K 0.01% -70 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 465 $57K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 452 $55.4K <0.01% +1 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 428 $52.5K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 403 $49.4K <0.01% -60 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 399 $48.9K <0.01% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 342 $41.9K <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 339 $41.5K <0.01% -65 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 304 $37.2K <0.01% +85 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 300 $36.7K 0.01% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 300 $36.7K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 255 $31.2K <0.01% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 239 $29.3K <0.01% +23 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 228 $27.9K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 225 $27.6K <0.01% +4 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 220 $26.9K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 216 $26.5K 0.02% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 203 $24.9K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 197 $24.1K <0.01% new 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 183 $22.4K <0.01% -11 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 175 $21.6K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 157 $21.2K <0.01% +1 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 164 $20.1K <0.01% -29 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 158 $19.4K <0.01% +37 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 156 $19.2K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 155 $19K 0.01% -1 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 155 $19K 0.01% +115 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 146 $17.9K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 142 $17.3K <0.01% +127 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 134 $16.4K <0.01% -27 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 133 $16.3K <0.01% -11 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 125 $15.3K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 125 $15.3K <0.01% +7 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 124 $15.2K <0.01% new 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 118 $14.5K <0.01% -199 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 100 $12.2K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 93 $11.4K 0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 90 $11K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 89 $10.9K <0.01% +85 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 82 $10.1K <0.01% +18 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 74 $9.06K <0.01% +43 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. 58 $7.1K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 56 $6.86K <0.01% +19 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 50 $6.18K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 50 $6.12K <0.01% +13 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 50 $6.12K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 38 $4.65K <0.01% -29 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 38 $4.65K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 36 $4.57K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 35 $4.29K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 33 $4.05K <0.01% -130 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 33 $4.04K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 32 $3.92K <0.01% +12 13F-HR Timeline Quarry LP More: the full row for Quarry LP 30 $3.67K <0.01% +5 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 30 $3.67K <0.01% +2 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 25 $3.06K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 25 $3.06K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 23 $2.82K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 21 $2.57K <0.01% -3 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 15 $1.84K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 14 $1.72K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 14 $1.72K <0.01% -15 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 13 $1.59K <0.01% -1 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7 $1K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 6 $1K <0.01% +5 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 8 $980 <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7 $857 <0.01% -4 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7 $857 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $613 <0.01% +1 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 5 $612 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 5 $612 <0.01% +2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $490 <0.01% +3 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 3 $369 <0.01% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2 $248 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $245 <0.01% +1 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $245 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2 $245 <0.01% -1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $123 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1 $122 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.