Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,744 $238K <0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,751 $237K <0.01% +3 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 11,750 $237K 0.03% -1,330 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 11,686 $235K 0.03% +16 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,449 $231K 0.01% -216 13F-HR Timeline Group Elo Mutual Pension Insurance Co More: the full row for Elo Mutual Pension Insurance Co 11,404 $230K <0.01% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 11,023 $224K 0.01% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 10,996 $221K 0.02% +50 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 10,914 $220K <0.01% -41 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 10,900 $220K <0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 10,761 $217K <0.01% new 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 10,678 $215K 0.08% +10,620 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 10,612 $214K 0.02% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 10,435 $210K <0.01% -501,934 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 10,079 $208K 0.01% new 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 10,255 $207K 0.17% 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 10,119 $204K <0.01% -6,486 13F-HR Timeline NEW SOUTH CAPITAL MANAGEMENT INC More: the full row for NEW SOUTH CAPITAL MANAGEMENT INC 10,117 $204K 0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,087 $203K <0.01% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 9,999 $201K 0.04% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 9,135 $185K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,117 $184K 0.02% +875 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 8,697 $175K <0.01% +6,748 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,160 $164K <0.01% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 7,293 $147K <0.01% +69 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,751 $136K 0.01% +3,801 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 6,465 $130K 0.1% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,285 $127K 0.04% +330 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,174 $124K 0.01% +78 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 6,069 $122K 0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,977 $120K <0.01% +3,518 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,615 $113K <0.01% new 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 5,451 $107K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,178 $104K <0.01% -16,762 13F-HR/A Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,000 $101K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,736 $95.4K 0.01% +820 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,708 $94.8K <0.01% +6 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,598 $92.6K <0.01% -70 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 4,163 $83.8K 0.01% +363 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,147 $83.5K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 3,878 $78K 0.05% +1,748 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 3,667 $74.4K 0.08% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3,609 $72.7K 0.07% 13F-HR/A Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,582 $72.1K <0.01% +282 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 3,488 $70.2K 0.02% +34 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3,457 $69.6K 0.02% 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 3,290 $66.3K 0.06% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,188 $64.2K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,843 $57K <0.01% -6,146 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,758 $55.5K <0.01% +1,070 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caption Management, LLC More: the full row for Caption Management, LLC 2,724 $54.9K <0.01% -68,276 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,596 $52.3K <0.01% +2,000 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,600 $52K 0.03% -130 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,568 $51.7K <0.01% +591 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,474 $49.8K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,475 $49K 0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,447 $49K <0.01% -145 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,411 $48.6K 0.02% +103 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,333 $47K <0.01% +342 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,070 $41.7K 0.01% +20 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,054 $41.4K <0.01% -5,046 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,696 $34.1K 0.02% +17 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,690 $34.1K 0.02% -235 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,636 $32.9K <0.01% 0 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,588 $32K <0.01% +229 13F-HR/A Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,587 $32K 0.02% 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,500 $30.2K 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 1,490 $30K <0.01% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,436 $28.9K 0.01% +884 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,318 $26.5K +535 Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,239 $25K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,227 $24.7K 0.01% -68 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,214 $24.4K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,213 $24.4K <0.01% -230 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,188 $23.9K <0.01% -30 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,181 $23.8K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,152 $23.2K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,089 $21.9K 0.01% +2 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,058 $21.3K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,051 $21.2K <0.01% +108 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 970 $20.4K <0.01% -478 13F-HR Timeline Quarry LP More: the full row for Quarry LP 962 $19.4K <0.01% -15,184 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 944 $19K <0.01% +117 13F-HR Timeline Group PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 940 $18.9K <0.01% 0 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 890 $17.9K <0.01% -921 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 784 $16.4K <0.01% +26 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 804 $16.2K 0.04% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 780 $15.7K <0.01% -36 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 750 $15.1K 0.02% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 720 $14.5K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 699 $14.1K <0.01% -4 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 636 $12.8K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 621 $12.5K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 580 $11.7K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 579 $11.7K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 512 $10.3K <0.01% +6 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 500 $10.1K <0.01% new 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 533 $10K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 500 $10K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 481 $9.69K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 454 $9.15K <0.01% +4 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 452 $9.1K <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 435 $8.76K <0.01% -7 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 432 $8K <0.01% +98 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 385 $7.75K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 379 $7.64K <0.01% +1 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 369 $7.43K <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. 359 $7.23K <0.01% -1,297 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 355 $7.15K <0.01% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 315 $6.34K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 298 $6K <0.01% 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 278 $5.59K <0.01% +89 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 275 $5.54K <0.01% +6 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 273 $5.5K 0.01% 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 239 $4.81K <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 236 $4.75K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 236 $4.75K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 225 $4.53K <0.01% -58 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 220 $4.43K <0.01% +2 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 215 $4.33K <0.01% -10 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 209 $4.21K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 200 $4K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 183 $3.71K <0.01% 0 13F-HR/A Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 180 $3.63K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 150 $3.02K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 142 $2.88K <0.01% +1 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 142 $2.86K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 118 $2.38K <0.01% +104 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 104 $2.08K <0.01% +2 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 100 $2.01K <0.01% new 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 97 $1.95K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 92 $1.85K <0.01% +31 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 74 $1.49K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 70 $1.4K <0.01% +1 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 68 $1.37K <0.01% +57 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 55 $1.11K <0.01% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 53 $1.07K <0.01% -174 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 52 $1.04K <0.01% +20 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 41 $831 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 26 $524 <0.01% +16 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 25 $504 <0.01% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 21 $423 <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 19 $383 <0.01% +18 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 18 $363 <0.01% +6 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 11 $222 <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 9 $181 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5 $112 <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 5 $101 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $40 <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1 $20 <0.01% 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.