Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 19,383 $2.71M 0.1% -3,863 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 19,198 $2.68M 1.23% +3,348 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. 18,782 $2.63M 0.07% +7,500 13F-HR Timeline Group Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 18,760 $2.62M 1.73% +1,526 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 18,451 $2.58M 0.01% +754 13F-HR Timeline Group Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 18,280 $2.56M 0.04% 0 13F-HR Timeline American Trust More: the full row for American Trust 18,245 $2.55M 0.19% +430 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 18,191 $2.54M 0.06% +38 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 18,091 $2.53M 0.03% -13,726 13F-HR Timeline Group HARTFORD INVESTMENT MANAGEMENT CO More: the full row for HARTFORD INVESTMENT MANAGEMENT CO 18,022 $2.52M 0.08% -466 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 17,926 $2.51M 1.26% -1,379 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 17,340 $2.42M 0.03% +1,096 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 17,328 $2.42M 0.06% -17 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 17,200 $2.4M 0.37% +300 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 17,029 $2.38M 1.51% +11 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 17,014 $2.38M 0.31% +3,074 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 16,990 $2.38M 0.01% -3,973 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 16,923 $2.37M 0.52% -212 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,668 $2.33M 0.01% +436 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 16,588 $2.32M 0.01% +5,736 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 16,453 $2.3M 0.08% +3,416 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 16,167 $2.26M 0.05% +3,729 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 16,100 $2.25M 0.07% -1,000 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 15,951 $2.23M 0.69% -55 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 15,940 $2.23M 0.02% -6,010 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 15,927 $2.23M 0.04% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 15,773 $2.21M 0.06% 13F-HR/A Timeline Louisiana State Employees Retirement Sy… More: the full row for Louisiana State Employees Retirement System 15,700 $2.2M 0.04% -800 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 15,672 $2.19M 0.06% -556 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 15,654 $2.19M 1.43% -150 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 15,643 $2.19M 0.01% -4,242 13F-HR/A Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 15,580 $2.18M 0.05% -1,385 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 15,471 $2.16M <0.01% -641,321 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 15,351 $2.15M 0.04% +1,203 13F-HR Timeline Group FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 15,244 $2.13M 0.01% +14,808 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 14,916 $2.09M 0.06% +2,003 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 14,868 $2.08M 0.87% +413 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 14,760 $2.06M 0.38% +164 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 14,690 $2.05M 0.02% +5,535 13F-HR Timeline Group GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 14,225 $1.99M +7,225 Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 14,131 $1.98M 0.15% 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 14,100 $1.97M 0.03% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 14,086 $1.97M 0.08% +619 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 14,075 $1.97M 0.97% -91 13F-HR Timeline NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 13,982 $1.96M 0.07% -500 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 13,671 $1.91M 0.36% -2 13F-HR Timeline Group Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 13,387 $1.87M 0.04% +1,170 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 13,029 $1.82M 0.03% -1,906 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 12,790 $1.79M 0.41% -4,973 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 12,781 $1.79M 0.89% 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 12,377 $1.77M 0.54% +2,146 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 12,571 $1.76M 0.05% 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 12,470 $1.74M 0.19% -42,786 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 12,442 $1.74M 0.05% +349 13F-HR/A Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 12,228 $1.71M 0.04% -75 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) 12,182 $1.7M 0.03% +3,659 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 12,072 $1.69M 0.13% +7,067 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 11,960 $1.67M 0.05% +766 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 11,846 $1.66M 0.26% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 11,767 $1.65M 0.01% -708 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 11,633 $1.63M 0.05% +34 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 11,500 $1.61M 1.33% +10,100 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 11,485 $1.61M 0.19% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 11,283 $1.58M 1.07% +527 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,255 $1.58M 0.05% -983 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 11,186 $1.56M 0.01% -631 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 11,117 $1.55M 0.01% -3,020 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 11,000 $1.54M 0.11% 0 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 12,590 $1.53M 0.74% 0 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 10,800 $1.51M 0.49% +2,400 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 10,760 $1.5M 0.35% +6,940 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,754 $1.5M 0.02% -670 13F-HR Timeline Group Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 10,700 $1.5M 0.15% 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 10,557 $1.48M 0.09% -4,523 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 10,524 $1.47M 0.5% +5,042 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,444 $1.46M 0.07% +6,056 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,424 $1.46M 0.01% +280 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 10,347 $1.45M 0.02% -10,842 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,290 $1.44M 0.04% +387 13F-HR Timeline Group Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 10,245 $1.43M 0.05% +386 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 10,190 $1.43M 0.14% new 13F-HR/A Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 10,184 $1.42M 0.03% +4,191 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 9,940 $1.39M 0.06% +111 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,892 $1.38M 0.11% +4,264 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 9,874 $1.38M 0.01% -332 13F-HR Timeline Group PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 9,798 $1.37M 1.37% +300 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 9,782 $1.37M <0.01% +6,568 13F-HR Timeline Group Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 9,700 $1.36M 0.36% +4,000 13F-HR Timeline Group INCEPTIONR LLC More: the full row for INCEPTIONR LLC 9,677 $1.35M 0.3% +5,559 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 9,653 $1.35M 0.12% +11 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,535 $1.33M <0.01% +2,487 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 9,485 $1.33M 0.19% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 9,409 $1.32M 0.02% -879 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 9,389 $1.31M 0.12% -51 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 9,389 $1.31M 0.04% -9,952 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 9,380 $1.31M 0.01% -19,432 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,295 $1.3M 0.02% -1,167 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 9,250 $1.29M 0.01% +8,423 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 9,132 $1.28M 0.72% -659 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 9,105 $1.27M 0.06% +150 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 9,031 $1.26M 0.04% +294 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 8,745 $1.22M 0.04% new 13F-HR Timeline Group AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 8,732 $1.22M 0.24% +89 13F-HR/A Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,652 $1.21M 0.02% +646 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 8,628 $1.21M 0.13% -3,604 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 8,529 $1.19M 0.43% -1,562 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 8,507 $1.19M -2,110 Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 8,496 $1.19M 0.6% -445 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 8,433 $1.18M 1.14% +75 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 8,425 $1.18M -2,580 Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 8,421 $1.18M 0.07% -784 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 8,350 $1.17M 0.01% +652 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 8,273 $1.16M 0.41% -5 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 8,147 $1.14M 0.07% +6,770 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 8,117 $1.13M 0.01% 0 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,062 $1.13M 0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 8,002 $1.12M <0.01% -257 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 7,964 $1.11M 0.04% -66 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 7,905 $1.11M 0.06% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,897 $1.1M 0.02% +2,526 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 7,835 $1.1M 0.08% -4,655 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 7,854 $1.1M 0.01% -412 13F-HR/A Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,801 $1.09M 0.01% -116 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 7,738 $1.08M 0.08% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 7,670 $1.07M 0.05% +6,180 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,665 $1.07M 0.05% +531 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,640 $1.07M 0.11% +20 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 7,595 $1.06M 0.35% 0 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 7,567 $1.06M 0.12% +3,994 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,552 $1.06M 0.01% -469 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 7,523 $1.05M 0.07% -221 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 7,467 $1.04M 0.02% +1,770 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,461 $1.04M 0.01% +169 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,458 $1.04M 0.01% +1,745 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,456 $1.04M 0.07% +278 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 7,363 $1.03M 0.05% -422 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,530 $1.03M 0.05% -81 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 7,341 $1.03M 0.03% +991 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 7,330 $1.02M 0.45% +125 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 7,260 $1.02M 0.46% +2,156 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 7,219 $1.01M 0.1% +6,505 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 7,136 $998K 0.4% +30 13F-HR/A Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 7,118 $995K 0.14% +563 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,076 $989K 0.04% +1,409 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 7,060 $987K 0.27% 0 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 7,021 $982K 0.16% -179 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 6,970 $975K 0.15% +4,645 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,946 $971K 0.02% +2,934 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,916 $967K 0.09% -542 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 6,900 $965K 0.95% 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 6,880 $962K 0.01% -33,860 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,885 $961K 0.08% +3,619 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 6,815 $953K 0.03% -313 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,731 $941K 0.02% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 6,692 $936K 0.03% -9,636 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,679 $934K 0.03% -142 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,644 $929K 0.04% +63 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 6,477 $906K 0.18% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 6,457 $903K 0.16% -169 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 6,450 $902K 0.48% +2,375 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 6,425 $898K 0.11% -164 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 6,408 $896K 0.16% new 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 6,383 $892K 0.36% +1,379 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 6,350 $888K 0.06% +1,930 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 6,273 $877K 0.47% -584 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 6,259 $875K 0.1% +5,180 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 6,219 $868K 0.02% +586 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 6,204 $867K <0.01% -33,193 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 6,200 $867K 0.07% -356 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,197 $866K 0.13% -183 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 6,255 $858K 0.58% 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 6,145 $858K 0.06% +271 13F-HR/A Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,083 $851K 0.12% +69 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 6,081 $850K 0.13% +10 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,078 $850K 0.01% -87 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,064 $848K 0.01% -451 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 6,024 $842K 0.44% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,994 $838K 0.03% -394 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 5,975 $835K 0.46% -3,507 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 5,944 $831K 0.04% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,919 $828K 0.03% -1,203 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,895 $824K 0.02% -62 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,840 $817K 0.01% -66 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 5,830 $815K 0.03% +305 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,829 $815K 0.07% +3,813 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,811 $813K 0.02% -1,238 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 5,808 $812K 0.04% +290 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,301 $812K 0.05% +18 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,805 $812K 0.02% -57 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,783 $809K 0.01% -322 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,741 $803K 0.01% 0 13F-HR Timeline RIVER GLOBAL INVESTORS LLP More: the full row for RIVER GLOBAL INVESTORS LLP 5,684 $795K 0.15% -5,322 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,682 $795K 0.03% -93 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,679 $794K 0.01% +45 13F-HR/A Timeline Group TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 5,583 $781K 0.25% -65 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,575 $779K 0.03% +827 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 5,561 $778K 0.01% -234 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,552 $776K 0.01% -8,491 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 5,549 $776K 0.36% +3,058 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,503 $767K 0.02% +91 13F-HR Timeline