ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,233 $510K 0.02% -3 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,209 $507K 0.12% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,079 $492K <0.01% -484 13F-HR Timeline Group Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 4,071 $491K 0.03% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,059 $489K <0.01% +878 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 4,000 $482K <0.01% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,967 $478K 0.01% +72 13F-HR Timeline Dundas Partners LLP More: the full row for Dundas Partners LLP 3,884 $468K 0.03% -248 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 3,848 $464K 0.02% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,838 $463K 0.01% +695 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,758 $453K <0.01% +1,990 13F-HR/A Timeline Group Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 3,727 $449K 0.22% -133 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,663 $442K 0.24% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,568 $430K 0.05% +1,834 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,435 $422K 0.02% new 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 3,464 $418K 0.1% new 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 3,245 $391K 0.01% -2,225 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,208 $387K 0.01% +42 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,150 $380K 0.06% +114 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,130 $377K 0.1% +270 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 3,046 $367K <0.01% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,001 $362K 0.03% new 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,942 $355K 0.17% +51 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,887 $348K 0.08% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,814 $339K <0.01% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,791 $336K 0.07% new 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,707 $326K 0.03% +39 13F-HR Timeline Group Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 2,693 $325K <0.01% +81 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 2,643 $319K 0.01% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,613 $315K <0.01% -216 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,610 $315K <0.01% -333 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 2,596 $313K 0.36% +395 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,540 $306K 0.01% -20 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 2,539 $306K 0.03% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,536 $306K 0.01% -310 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 2,527 $305K <0.01% +106 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,457 $296K <0.01% -5 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,405 $290K 0.04% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,159 $290K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,401 $289K <0.01% -78 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,377 $287K <0.01% new 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 2,348 $283K <0.01% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,334 $281K <0.01% -1,790 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. 2,325 $280K <0.01% +481 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 2,150 $272K 0.01% -303 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,246 $271K <0.01% +411 13F-HR/A Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,190 $264K 0.02% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,035 $245K 0.01% -69 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,011 $242K 0.11% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,968 $237K <0.01% -116 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,928 $232K 0.03% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,897 $229K 0.17% -144 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,888 $228K <0.01% 0 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 1,866 $225K 0.02% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,859 $224K <0.01% +50 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,858 $224K 0.01% +83 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,781 $215K 0.01% new 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,772 $214K 0.03% new 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 1,769 $213K <0.01% new 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) 1,743 $210K 0.01% -657 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,703 $205K <0.01% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,687 $203K <0.01% new 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,666 $201K 0.15% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,604 $193K <0.01% -1,002 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,458 $176K 0.03% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,339 $161K 0.04% +71 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 1,260 $152K 0.08% -200 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,183 $147K 0.03% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,114 $134K <0.01% +23 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,033 $125K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 972 $117K 0.01% +629 13F-HR Timeline Group Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 880 $106K <0.01% -97 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 874 $105K 0.05% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 700 $84.4K <0.01% +600 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 677 $81.6K 0.01% -79 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 604 $72.8K <0.01% +70 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 585 $70.6K <0.01% -65 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 518 $62.4K <0.01% +53 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 488 $59K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 467 $56.3K <0.01% +1 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 463 $55.8K <0.01% +23 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 427 $51K <0.01% +26 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $50.6K <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 417 $50.3K <0.01% -50 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 333 $40K <0.01% -64 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 330 $39.8K <0.01% +32 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 317 $38.2K <0.01% +13 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 314 $37.9K <0.01% -6 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 301 $36.3K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 300 $36.2K <0.01% +124 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 290 $35K <0.01% 0 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 230 $27.7K 0.02% -51 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 207 $25K <0.01% -23 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 199 $24K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 180 $22K <0.01% 0 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 156 $18.8K <0.01% +68 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 134 $16.2K <0.01% +61 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 128 $15K 0.01% -3 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 121 $14.5K 0.01% +1 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 119 $14.3K <0.01% +6 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 106 $12.8K <0.01% +88 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 105 $12.7K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 82 $9.89K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 78 $9.4K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 70 $8K <0.01% +4 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 55 $6.63K <0.01% +44 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 50 $6.03K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 48 $5.79K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 47 $5.67K <0.01% +5 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 46 $5.55K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 46 $5.54K <0.01% 0 13F-HR/A Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 43 $5.18K <0.01% +30 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 42 $5.06K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 41 $4.95K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 41 $4.94K <0.01% -4 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 41 $4.94K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 39 $4.7K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 38 $4.58K <0.01% +35 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 34 $4.1K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 34 $4.1K <0.01% new 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 32 $3.86K <0.01% -1 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 32 $3.86K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 29 $3.5K <0.01% -2,159 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 29 $3.5K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 27 $3.25K <0.01% 0 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 25 $3.01K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 22 $2.65K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 21 $2.53K <0.01% +17 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 21 $2.36K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 19 $2.29K <0.01% -43 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 19 $2.29K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 19 $2.29K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 19 $2.29K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 17 $2.05K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 13 $1.57K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 11 $1.33K <0.01% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 11 $1.33K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10 $1.21K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $1.08K <0.01% -6 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 9 $1.08K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 9 $1.08K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 9 $983 <0.01% -4 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 8 $964 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 7 $844 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $603 <0.01% +3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4 $482 <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4 $482 <0.01% -4 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $362 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2 $241 <0.01% -1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $241 <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2 $241 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $241 <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1 $124 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1 $121 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $121 <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1 $121 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $121 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $121 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $121 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4 $0 0% new 13F-HR/A Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.