STRS OHIO More: the full row for STRS OHIO 14,994,197 $227M 0.9% +459,882 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,859,368 $73.3M 0.12% -534,486 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 4,522,114 $68.6M 0.09% +533,895 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 3,694,676 $56M 0.65% +1,013,597 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,055,380 $46.3M 2.87% +172,519 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,040,538 $46.1M 4.16% -421,797 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,853,451 $43.3M 0.11% -219,772 13F-HR Timeline Group ARES MANAGEMENT LLC in group ARES MANAGEMENT LLC More: the full row for ARES MANAGEMENT LLC 2,844,260 $43.1M 1.52% 0 13F-HR Timeline Group Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,567,820 $38.9M 1.64% -80,501 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,509,449 $38M 2.78% +701,594 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,403,429 $36.4M <0.01% +265,199 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,385,828 $36.2M <0.01% +49,519 13F-HR Timeline Group OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 2,235,799 $33.9M 0.3% -982,755 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,213,622 $33.6M <0.01% +968,525 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 1,909,304 $28.9M 0.03% +1,196,800 13F-HR Timeline Group Partners Group Holding AG More: the full row for Partners Group Holding AG 1,820,480 $27.6M 0.99% -174,183 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 1,809,822 $27.4M 0.01% -134,713 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,586,646 $24.1M 0.05% -51,417 13F-HR Timeline Group Arnhold LLC More: the full row for Arnhold LLC 1,412,589 $21.4M 2.11% +32,500 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,348,047 $20.4M 0.15% new 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 1,305,018 $19.8M 0.05% +68,700 13F-HR Timeline TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 1,300,293 $19.7M -959,921 Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 1,000,000 $15.2M 0.3% -200,000 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 983,286 $14.9M 0.19% +886,123 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 936,035 $14.2M 0.02% +264,947 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 905,259 $13.7M <0.01% +177,427 13F-HR Timeline Group OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 861,619 $13.1M new Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 786,084 $11.9M 0.02% +63,923 13F-HR Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 728,365 $11M 7.8% +71,724 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 710,354 $10.8M 0.01% +65,167 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 694,587 $10.5M <0.01% +289,722 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 648,253 $9.83M 0.01% +42,238 13F-HR Timeline LGT CAPITAL PARTNERS LTD. in group LGT CAPITAL PARTNERS LTD. More: the full row for LGT CAPITAL PARTNERS LTD. 648,000 $9.82M 0.37% +70,811 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 609,405 $9.24M <0.01% +478,865 13F-HR Timeline Group Next Capital Management LLC More: the full row for Next Capital Management LLC 583,876 $8.85M 3.64% -188,034 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 568,008 $8.61M 0.07% 0 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 555,309 $8.42M 0.02% +55,570 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 541,003 $8.2M 0.86% -48,646 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 534,030 $8.1M 4.62% -56,775 13F-HR Timeline Callodine Capital Management, LP More: the full row for Callodine Capital Management, LP 525,000 $7.96M 1.64% -28,314 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 500,246 $7.58M 0.01% +99,755 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 494,732 $7.5M <0.01% -347,884 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 476,675 $7.18M 0.01% +80,258 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 463,520 $7.03M 0.01% +462,330 13F-HR Timeline Group SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 455,730 $6.91M 1.83% +6,650 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 440,135 $6.67M -173,008 Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 433,937 $6.58M 0.02% -608,410 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 426,170 $6.46M 0.33% -238,377 13F-HR Timeline BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 418,858 $6.35M <0.01% +167,219 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 389,204 $5.9M 0.03% +239,687 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 387,057 $5.87M +51,470 Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 368,365 $5.58M 0.48% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 365,359 $5.54M <0.01% +67,106 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 358,136 $5.43M <0.01% +197,018 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 342,345 $5.28M 1.99% -8,343 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 347,488 $5.27M 0.07% +1,875 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 347,049 $5.26M 0.84% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 345,879 $5.24M 0.01% +3,151 13F-HR Timeline Group Thompson David Blair More: the full row for Thompson David Blair 345,656 $5.24M 3.82% 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 337,500 $5.12M 0.82% +325 13F-HR/A Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 331,901 $5.03M 0.08% -3,606 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 311,879 $4.73M 0.02% +42,364 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 311,058 $4.72M 0.01% -8,950 13F-HR Timeline Group Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 310,700 $4.71M 2.01% -6,929 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 307,627 $4.66M 0.41% +7,605 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 295,706 $4.48M 0.08% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 294,838 $4.47M <0.01% 13F-HR/A Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 274,115 $4.16M 0.39% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 264,351 $4.05M 0.05% +249,034 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 264,177 $4M 0.15% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 261,778 $3.97M 0.03% +10,646 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 253,913 $3.85M 0.04% +17,764 13F-HR Timeline Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 252,800 $3.83M 0.01% 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 245,619 $3.72M 0.17% +9,509 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 241,000 $3.65M 1.62% 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 232,876 $3.53M 0.6% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 232,862 $3.53M <0.01% -168 13F-HR Timeline Group Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 225,337 $3.42M 0.26% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 214,569 $3.25M 0.02% +76,521 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 209,726 $3.18M 0.38% -10,633 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 209,364 $3.17M 0.07% -14,468 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 201,650 $3.06M 0.6% +17,574 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 200,681 $3.04M 0.01% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 188,803 $2.86M 0.33% -86,087 13F-HR Timeline Group Trexquant Investment LP More: the full row for Trexquant Investment LP 187,662 $2.84M 0.03% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 187,252 $2.84M 0.09% +814 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 183,602 $2.78M 1.75% +82,787 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 183,394 $2.78M 0.89% +121,945 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 170,928 $2.59M 0.67% +11,944 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 169,764 $2.57M 0.02% -16,854 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 168,149 $2.55M 0.02% +7,335 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 163,053 $2.47M 0.05% -1,538 13F-HR/A Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 162,685 $2.47M 1.56% +11,034 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 160,786 $2.44M 0.18% +141,569 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 158,404 $2.4M 0.01% new 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 156,206 $2.37M 0.1% +7,131 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 150,074 $2.28M <0.01% +75,183 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 150,000 $2.27M 0.19% new 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 144,792 $2.2M <0.01% -55,208 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 144,749 $2.19M <0.01% +49,863 13F-HR Timeline Group CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 141,395 $2.14M <0.01% -9,100 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 138,198 $2.1M <0.01% +52,155 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 126,403 $1.92M 0.01% -38,311 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 123,041 $1.87M 1.12% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 120,392 $1.83M 0.19% +7,801 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 119,800 $1.82M 0.45% -83,430 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 118,986 $1.8M 0.17% +1,981 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 116,328 $1.76M <0.01% +7,727 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 115,058 $1.74M <0.01% +26,764 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 114,670 $1.74M <0.01% +44,815 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 112,176 $1.7M 0.03% +10,699 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 110,559 $1.68M <0.01% +16,904 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 109,828 $1.66M 0.11% -4,134 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 108,936 $1.65M 0.05% +605 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 106,746 $1.62M 0.03% +704 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 103,140 $1.56M 0.89% +4,355 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 100,000 $1.52M 0.19% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 93,998 $1.43M <0.01% +9,694 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 93,380 $1.42M <0.01% -27,197 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 93,010 $1.41M <0.01% -1,663 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 82,059 $1.24M 0.07% +4,684 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 81,465 $1.24M 0.86% -22,687 13F-HR/A Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 80,775 $1.23M 0.01% new 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 80,190 $1.22M 0.16% +18,172 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 80,000 $1.21M 0.02% 0 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 77,910 $1.18M 0.01% +1,750 13F-HR Timeline Group Greenland Capital Management LP More: the full row for Greenland Capital Management LP 77,000 $1.17M 0.23% -84,100 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 76,287 $1.16M 0.08% -2,000 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 72,884 $1.14M 0.01% +896 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 73,355 $1.11M <0.01% +47,564 13F-HR Timeline Group Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 72,549 $1.1M 0.23% +6,629 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 71,948 $1.09M <0.01% -61,297 13F-HR Timeline Group Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 71,480 $1.08M 0.1% -5,187 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 68,886 $1.04M 0.15% +7,729 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 67,139 $1.02M 0.03% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 66,378 $1.01M <0.01% +9,429 13F-HR Timeline Group Family Manage LLC More: the full row for Family Manage LLC 66,174 $1M 0.16% -92 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 65,987 $1M 0.02% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 65,868 $999K <0.01% -16,388 13F-HR/A Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 64,432 $977K <0.01% -125,700 13F-HR/A Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 62,463 $947K 0.07% +7,906 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 62,101 $941K <0.01% -119,994 13F-HR Timeline Group Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 60,100 $911K 0.8% 0 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 59,218 $898K <0.01% -944 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 58,413 $886K <0.01% -54,766 13F-HR/A Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 56,439 $856K 0.49% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 56,153 $851K 0.02% +16,809 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 55,685 $844K 0.18% -122,813 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 53,665 $814K 0.37% 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 50,686 $768K -26,422 Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 50,231 $761K 0.08% +2,007 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 49,694 $753K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 48,522 $736K 0.25% -34,925 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 46,774 $709K 0.05% -238 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 47,148 $707K 0.02% -68 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 45,643 $692K 0.09% -7,591 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 43,331 $657K 0.05% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 42,238 $640K 0.14% 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 41,381 $627K 0.02% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 41,123 $623K <0.01% +23,774 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 40,816 $619K 0.18% +1,997 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 40,250 $610K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 39,899 $605K 0.02% -1,726 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 39,891 $605K 0.01% 13F-HR/A Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 39,749 $603K 0.01% +213 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 39,586 $600K 0.05% +6,432 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 37,843 $574K 0.05% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 37,977 $569K <0.01% -1,791 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 37,312 $566K 0.15% +11,492 13F-HR/A Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 37,225 $564K 0.03% -918 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 36,667 $556K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 36,356 $551K <0.01% +9,214 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 36,063 $547K <0.01% +6,025 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 35,712 $541K 0.1% -381 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 35,050 $531K <0.01% +2,136 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 34,505 $523K 0.02% -4,026 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 34,355 $521K 0.03% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 34,312 $520K 0.15% +2,944 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 33,982 $515K <0.01% -45,060 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 33,880 $514K 0.5% +4,373 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 33,668 $510K 0.03% new 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 33,538 $508K 0.03% -29,000 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 33,195 $503K 0.03% +32,000 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 32,661 $495K <0.01% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 32,661 $495K <0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 32,637 $495K <0.01% +7,291 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 32,980 $491K 0.09% new 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 32,313 $490K 0.27% 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 32,151 $487K 0.01% +7,823 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 31,788 $482K <0.01% +20,101 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 31,620 $479K 0.01% new 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 28,630 $434K 0.3% new 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 28,481 $432K <0.01% +1,567 13F-HR Timeline Group Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 28,448 $431K 0.12% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 28,179 $427K 0.02% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 27,913 $423K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 26,800 $406K 0.05% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 26,697 $405K <0.01% new 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,683 $405K <0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 26,563 $403K <0.01% +1,532 13F-HR Timeline