Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 8,295 $439K 0.05% -4,345 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 8,224 $435K 0.02% -5,299 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,174 $432K <0.01% -2,267 13F-HR Timeline Group Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 7,966 $421K 0.13% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 7,860 $416K 0.01% +1,600 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 7,676 $406K <0.01% +7,466 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 7,629 $403K <0.01% -89 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) 7,613 $402K 0.01% -2,668 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 7,512 $397K 0.01% -954 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 7,360 $389K <0.01% +520 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 7,204 $381K <0.01% +354 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 7,107 $376K <0.01% 0 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 6,781 $359K <0.01% new 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,764 $358K <0.01% +1,181 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 6,672 $353K 0.01% +595 13F-HR Timeline Group CSM Advisors, LLC More: the full row for CSM Advisors, LLC 6,615 $350K 0.01% new 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 5,026 $345K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,504 $344K 0.03% -1,297 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 6,269 $331K 0.01% -79 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 6,230 $329K 0.02% +530 13F-HR Timeline Group ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 6,169 $326K 0.08% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,943 $314K <0.01% +143 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 5,921 $313K <0.01% -53 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,613 $297K <0.01% -172 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 5,500 $291K <0.01% -19 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,480 $290K <0.01% -227 13F-HR/A Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 5,434 $287K 0.04% new 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 5,372 $284K 0.17% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,307 $281K 0.02% +191 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,281 $279K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 5,156 $273K 0.02% -100 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,001 $264K 0.06% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 4,916 $260K 0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,914 $260K 0.04% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,798 $254K <0.01% +109 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,753 $251K 0.02% -55 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 4,687 $248K <0.01% -2,436 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. 4,630 $245K <0.01% +577 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 4,491 $237K <0.01% 0 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 4,476 $237K 0.05% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4,450 $235K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,294 $227K 0.12% new 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 4,231 $224K 0.05% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 4,133 $219K <0.01% +383 13F-HR Timeline Group Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 4,130 $218K 0.01% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 4,062 $215K 0.06% -8,281 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 4,000 $211K 0.05% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,971 $210K 0.1% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,937 $208K <0.01% -137,101 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,881 $205K -4,135 Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,829 $202K <0.01% -148 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 3,668 $194K 0.01% -7,301 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,584 $189K <0.01% +1,487 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 3,562 $188K +611 Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,152 $167K <0.01% +2,872 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,644 $140K <0.01% +624 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,297 $121K 0.11% +1,229 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,090 $110K <0.01% -49,437 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,086 $110K <0.01% +755 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,056 $109K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,992 $105K <0.01% +24 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,879 $99.3K <0.01% +28 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,745 $92.3K <0.01% +1,575 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,656 $88K <0.01% -84,756 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,431 $75.7K <0.01% -803 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,160 $61.5K <0.01% -2,526 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,059 $56K <0.01% +488 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 929 $49.9K <0.01% +50 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 932 $49K <0.01% +367 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 932 $48.2K <0.01% +179 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 911 $48.2K <0.01% +141 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 896 $47K <0.01% -478 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 860 $45.2K <0.01% 0 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 785 $41.5K 0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 695 $36.7K <0.01% +676 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 670 $35.4K 0.02% -73 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 634 $33.5K <0.01% +76 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 609 $32.2K <0.01% +188 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 592 $31.3K <0.01% -2,373 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 510 $27K <0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 493 $26.1K <0.01% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 490 $25.9K <0.01% -440 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 441 $23.3K <0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 434 $22.9K <0.01% -5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 399 $21.1K <0.01% +260 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 379 $20K <0.01% +144 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 360 $19K <0.01% -14 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 334 $18K <0.01% -352,052 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 314 $16.6K <0.01% -47 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 286 $15K 0.01% -552 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 256 $13.5K <0.01% -58 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 241 $12.7K <0.01% +24 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 223 $11.8K <0.01% +64 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 180 $9.52K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 178 $9.41K <0.01% +144 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 143 $7.56K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 141 $7.46K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 138 $7.3K <0.01% +2 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 132 $6.98K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 132 $6.98K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 125 $6.61K <0.01% +92 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 119 $6.29K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 115 $6.08K <0.01% +43 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 108 $5.71K <0.01% -13 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 96 $5.08K <0.01% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 95 $5.02K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 92 $4.86K <0.01% +19 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 91 $4.81K <0.01% +35 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 90 $4.76K <0.01% +4 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 89 $4.71K <0.01% +33 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 88 $4.65K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 77 $4.07K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 71 $3.75K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 57 $3.01K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 56 $2.96K <0.01% -363 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 46 $2.43K <0.01% +21 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 45 $2.38K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 44 $2.33K <0.01% +43 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 43 $2.27K <0.01% 0 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 34 $1.8K <0.01% +11 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 31 $1.64K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 30 $1.59K <0.01% -14 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 29 $1.48K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 26 $1.38K <0.01% -26 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 23 $1.23K <0.01% +19 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 22 $1.16K <0.01% +4 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 22 $1.16K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 21 $1.13K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 20 $1.06K <0.01% +9 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 19 $1K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 10 $1K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 18 $952 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 18 $952 <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16 $846 <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 16 $846 <0.01% 0 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 15 $793 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $476 <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 9 $476 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 9 $476 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 9 $476 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $423 <0.01% +4 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 8 $423 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 7 $370 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $264 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4 $213 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4 $211 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4 $211 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $104 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $92 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $53 <0.01% 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 3 $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.