JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 20,347 $950K <0.01% +9,554 13F-HR/A Timeline Group Elo Mutual Pension Insurance Co More: the full row for Elo Mutual Pension Insurance Co 19,538 $922K 0.02% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 18,962 $895K 0.12% +4,523 13F-HR Timeline DJE Kapital AG More: the full row for DJE Kapital AG 19,000 $883K 0.03% 0 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 18,388 $868K 0.01% -92,873 13F-HR Timeline Group LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 17,746 $837K 0.2% -34,678 13F-HR Timeline Kennondale Capital Management LLC More: the full row for Kennondale Capital Management LLC 17,512 $826K 0.9% 0 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 17,415 $822K 0.15% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 17,143 $809K <0.01% -1,840 13F-HR Timeline Group ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 16,993 $802K 0.01% -13,304 13F-HR/A Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 16,938 $799K 0.02% new 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 16,917 $798K 0.01% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 16,829 $794K 0.02% +6,564 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,815 $793K <0.01% +4,576 13F-HR Timeline Group MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 16,381 $773K 0.01% -660 13F-HR/A Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 16,037 $757K 0.01% -13,391 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 16,000 $755K 0.03% new 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 15,053 $710K 0.03% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,852 $701K <0.01% +10,248 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 14,756 $696K 0.5% +4,850 13F-HR/A Timeline XPONANCE LLC More: the full row for XPONANCE LLC 14,380 $678K 0.01% -1,229 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 14,114 $666K 0.04% -16,970 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 14,088 $665K 0.01% +6,857 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 13,872 $655K <0.01% +291 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 13,772 $650K <0.01% -33,959 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 13,755 $649K 0.15% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,658 $644K <0.01% +145 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 13,072 $617K <0.01% -6,818 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 12,986 $613K <0.01% +4,547 13F-HR Timeline Group JBGlobal.com LLC More: the full row for JBGlobal.com LLC 12,837 $606K 0.63% +5,206 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 12,613 $595K 0.02% new 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 11,948 $564K 0.01% -168 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 11,823 $558K 0.09% +2,229 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 11,737 $554K <0.01% +865 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 11,706 $552K 0.01% new 13F-HR Timeline Grace & Mercy Foundation, Inc. More: the full row for Grace & Mercy Foundation, Inc. 11,500 $543K 0.14% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 11,482 $542K <0.01% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 11,383 $537K <0.01% +1,557 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 11,125 $525K 0.28% -925 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 11,020 $520K 0.1% new 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 10,894 $514K 0.05% -9,429 13F-HR Timeline Group SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 10,810 $510K 0.24% +5,651 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 10,610 $501K 0.03% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 10,429 $492K <0.01% -3,339 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,212 $482K 0.02% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 9,804 $463K 0.04% -3,837 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 9,673 $456K 0.01% +3,451 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 9,622 $454K 0.08% +8,797 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 9,457 $446K 0.32% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 9,154 $432K 0.2% -21,522 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 8,853 $418K 0.05% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,653 $414K 0.01% +4,722 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 8,526 $402K <0.01% -141 13F-HR Timeline Group ROYCE & ASSOCIATES LP More: the full row for ROYCE & ASSOCIATES LP 8,266 $390K <0.01% -70,265 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 8,102 $382K <0.01% -1,208 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 8,063 $380K <0.01% -3,510 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 7,900 $373K 0.41% -2,700 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 7,838 $370K 0.53% +140 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 7,779 $363K 0.05% new 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 7,595 $358K 0.06% +677 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 7,528 $355K 0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 7,521 $355K 0.05% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 7,464 $352K <0.01% -137 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 7,400 $349K <0.01% +1,480 13F-HR Timeline Group Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 7,211 $340K 0.29% 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 7,171 $338K <0.01% +3,370 13F-HR Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 7,177 $335K 0.01% new 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,976 $329K <0.01% +2,437 13F-HR Timeline Group iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 6,946 $328K 0.16% +1,499 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 6,941 $327K <0.01% +781 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,921 $327K 0.01% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 6,912 $326K 0.1% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 6,866 $324K <0.01% -170 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,847 $323K 0.01% -27 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,689 $316K <0.01% -1,766 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,531 $308K 0.01% +2,329 13F-HR Timeline Group ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 6,483 $306K <0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,295 $297K 0.05% -7,068 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 6,110 $288K 0.01% new 13F-HR/A Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,986 $282K <0.01% +961 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 5,978 $282K <0.01% -12,714 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,866 $277K <0.01% new 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 5,740 $271K <0.01% -53,075 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,693 $269K 0.01% new 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 5,655 $267K <0.01% +920 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. 5,450 $257K <0.01% -2,601 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 5,309 $250K <0.01% -199 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 5,186 $245K <0.01% -55,659 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,188 $245K 0.11% new 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 5,183 $245K <0.01% -394 13F-HR Timeline Group FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 5,178 $244K <0.01% new 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 5,169 $244K <0.01% +6 13F-HR Timeline Group Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 5,057 $239K 0.07% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,038 $238K 0.05% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,012 $236K 0.02% new 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 5,000 $236K 0.01% new 13F-HR Timeline GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 4,990 $235K 0.05% -158 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,920 $232K 0.02% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,904 $231K 0.07% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,889 $231K <0.01% +764 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,928 $226K 0.01% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,792 $226K 0.01% -1,004 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 4,816 $226K 0.12% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,771 $225K 0.01% -1,240 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,756 $224K 0.01% -1,483 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,680 $221K <0.01% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,574 $216K <0.01% new 13F-HR/A Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 4,528 $214K 0.01% new 13F-HR/A Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,497 $212K 0.1% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,475 $211K 0.01% new 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 4,391 $207K <0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,386 $207K 0.03% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,375 $206K <0.01% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,332 $204K 0.04% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,317 $204K 0.04% -1,536 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,283 $202K 0.09% +3,420 13F-HR/A Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,282 $202K 0.03% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,279 $202K 0.03% -85,787 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,244 $200K <0.01% new 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 3,900 $184K 0.12% +1,700 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 3,562 $168K 0.01% +2,585 13F-HR Timeline Grandeur Peak Global Advisors, LLC More: the full row for Grandeur Peak Global Advisors, LLC 3,321 $157K 0.02% -5,893 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,289 $155K <0.01% +142 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,991 $141K <0.01% -99,297 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,688 $127K <0.01% -198 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,532 $119K <0.01% -1,011 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 2,500 $118K 0.11% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,409 $114K <0.01% -1,190 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,405 $113K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,279 $108K 0.03% +975 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,180 $103K 0.01% -225 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,150 $101K 0.03% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,128 $100K 0.04% +1,577 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,061 $97.2K <0.01% +1,236 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 1,960 $92.5K 0.09% -400 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,928 $91K 0.01% +545 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 1,792 $85K 0.06% -526 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,700 $80.2K <0.01% -405 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,576 $73.6K 0.01% +85 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,503 $70.9K <0.01% +580 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 1,500 $70K 0.02% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,489 $70K <0.01% -28,019 13F-HR Timeline Group OP Asset Management Ltd More: the full row for OP Asset Management Ltd 1,428 $67.4K <0.01% 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,646 $67.2K <0.01% -50,798 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,252 $59.1K <0.01% +825 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,205 $56.9K <0.01% +40 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,166 $55K <0.01% -1,334 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,166 $55K <0.01% +15 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,088 $51.3K <0.01% +90 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 969 $45.7K <0.01% +95 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 784 $37K <0.01% -34 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 782 $36.9K 0.01% +699 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 754 $35.6K <0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 750 $35.4K 0.01% -19,966 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 769 $35K <0.01% +248 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 658 $31.9K <0.01% +100 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) 610 $28.7K <0.01% -8,619 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 600 $28.3K 0.02% 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 568 $26.8K <0.01% 0 13F-HR/A Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 500 $23.6K <0.01% 0 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 500 $23.6K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 496 $23.4K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 483 $22.8K 0.01% +345 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 450 $21.2K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 434 $20.5K <0.01% +158 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 412 $19K <0.01% -31 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 376 $17.7K 0.01% -55 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 364 $17.2K <0.01% +47 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 350 $16.5K <0.01% 0 13F-HR Timeline Group KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 350 $16.5K <0.01% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 350 $16.5K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 331 $16K <0.01% -117 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAI Capital Management More: the full row for MAI Capital Management 315 $14.9K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 307 $14.5K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 300 $14.2K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 300 $14K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 257 $12.1K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 252 $11.9K <0.01% +221 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 241 $11.4K 0.01% -17 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. 225 $10.6K <0.01% 0 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 220 $10.4K 0.01% +20 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 210 $9.91K 0.01% -498 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 206 $9.72K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 206 $9.72K <0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 200 $9.44K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. 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