STRS OHIO More: the full row for STRS OHIO 15,380,696 $233M 0.98% +386,499 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 4,300,990 $65.1M 0.08% -221,124 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,200,534 $63.6M 0.1% -658,834 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,135,726 $62.6M 0.73% +441,050 13F-HR Timeline Group Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 4,120,043 $62.4M 2.77% +1,552,223 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,037,951 $61.1M 0.15% +1,184,500 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,423,794 $51.8M <0.01% +1,210,172 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,183,837 $48.2M 2.85% +128,457 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,015,305 $45.7M 4.21% -25,233 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,746,062 $41.6M 3.06% +236,613 13F-HR Timeline ARES MANAGEMENT LLC in group ARES MANAGEMENT LLC More: the full row for ARES MANAGEMENT LLC 2,498,802 $37.8M 2.32% -345,458 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,400,490 $36.3M <0.01% -2,939 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,344,031 $35.5M <0.01% -41,797 13F-HR Timeline Group OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 2,293,430 $34.7M 0.3% +57,631 13F-HR Timeline Partners Group Holding AG More: the full row for Partners Group Holding AG 2,000,926 $30.3M 1.27% +180,446 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 1,860,895 $28.2M 0.01% +51,073 13F-HR Timeline Group Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 1,800,000 $27.3M 0.67% new 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,691,531 $25.6M +1,251,396 Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 1,528,608 $23.1M 0.02% -380,696 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,492,016 $22.6M 0.05% -94,630 13F-HR Timeline Group Arnhold LLC More: the full row for Arnhold LLC 1,447,589 $21.9M 2.21% +35,000 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,374,377 $20.8M 0.16% +26,330 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,267,167 $19.2M <0.01% +361,908 13F-HR Timeline Group LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 1,236,218 $18.7M 0.04% -68,800 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 1,119,863 $16.7M 0.02% +183,828 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,034,588 $15.7M <0.01% +340,001 13F-HR Timeline Group OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 1,031,225 $15.6M +169,606 Timeline TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 950,129 $14.4M -350,164 Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 933,787 $14.1M 8.64% +205,422 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 922,333 $14M 0.01% +211,979 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 902,343 $13.7M 0.03% +347,034 13F-HR Timeline LGT CAPITAL PARTNERS LTD. in group LGT CAPITAL PARTNERS LTD. More: the full row for LGT CAPITAL PARTNERS LTD. 900,000 $13.6M 0.61% +252,000 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 817,138 $12.4M 0.02% +31,054 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 800,000 $12.1M 0.25% -200,000 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 722,268 $10.9M 0.67% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 697,916 $10.6M 0.01% +49,663 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 568,008 $8.6M 0.08% 0 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 554,527 $8.4M 0.96% +13,524 13F-HR Timeline BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 548,319 $8.3M 0.01% +129,461 13F-HR Timeline Group Callodine Capital Management, LP More: the full row for Callodine Capital Management, LP 525,000 $7.95M 1.32% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 504,535 $7.64M 4.34% -29,495 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 497,978 $7.54M <0.01% +3,246 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 480,083 $7.27M 0.01% +3,408 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 460,870 $6.98M 0.01% -39,376 13F-HR Timeline Group SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 445,680 $6.75M 2.01% -10,050 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 424,936 $6.43M 0.08% -558,350 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 424,266 $6.42M <0.01% +58,907 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 422,846 $6.4M 0.08% new 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 380,999 $5.77M <0.01% +86,161 13F-HR Timeline Group Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 373,043 $5.65M 0.48% +4,678 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 351,815 $5.33M 2.06% +9,470 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 349,833 $5.3M 0.08% +2,345 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 348,587 $5.28M 0.88% +11,087 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 347,541 $5.26M <0.01% +1,662 13F-HR Timeline Group Next Capital Management LLC More: the full row for Next Capital Management LLC 342,953 $5.19M 2.49% -240,923 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 342,447 $5.18M 2.66% +260,982 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 342,054 $5.18M 0.48% +34,427 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 336,289 $5.09M 0.02% +24,410 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 329,748 $4.99M 0.22% +84,129 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 326,292 $4.94M 0.08% -5,609 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 325,337 $4.93M 0.41% +100,000 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 321,265 $4.86M 1.98% +10,565 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 319,107 $4.83M <0.01% -39,029 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 313,483 $4.75M -73,574 Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 302,865 $4.59M 0.04% +41,087 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 298,354 $4.52M 0.01% -12,704 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 295,706 $4.48M 0.07% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 286,821 $4.38M 0.05% +22,470 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 279,423 $4.23M 0.39% +5,308 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 273,880 $4.15M 0.9% +102,952 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 270,383 $4.09M 0.02% +55,814 13F-HR Timeline Group CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 268,700 $4.07M 1.65% +27,700 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 264,177 $4M 0.16% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 260,325 $3.94M 3.34% +76,723 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 254,659 $3.86M 0.01% +113,264 13F-HR Timeline Group Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 253,000 $3.83M 0.01% +200 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 251,150 $3.8M 0.03% -2,763 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 248,161 $3.76M 0.69% -98,888 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 237,138 $3.62M 0.44% +27,412 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 232,876 $3.53M 0.57% 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% 0 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 231,113 $3.5M <0.01% +92,915 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 218,694 $3.31M 0.07% +9,330 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 215,615 $3.26M 0.01% +14,934 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 209,891 $3.18M 0.1% +22,639 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 205,482 $3.11M 0.64% +3,832 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 193,220 $2.93M 0.33% +4,417 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 184,492 $2.79M 0.01% +39,700 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 183,422 $2.78M 0.02% +15,273 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 176,439 $2.67M 0.05% +13,386 13F-HR/A Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 175,167 $2.65M 0.27% +25,167 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 173,185 $2.62M 1.67% +10,500 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 173,139 $2.62M 0.11% +16,933 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 148,775 $2.25M <0.01% +34,105 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 145,855 $2.21M 0.02% -23,909 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 131,544 $1.99M <0.01% +38,534 13F-HR/A Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 130,651 $1.98M 0.01% -258,553 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 127,903 $1.94M 0.18% +7,511 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 123,041 $1.86M 1.21% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 120,216 $1.82M 0.82% +66,551 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 119,856 $1.81M 0.01% +4,798 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 118,986 $1.8M 0.17% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 115,573 $1.75M <0.01% -755 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 113,646 $1.72M 0.25% +44,760 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 113,017 $1.71M 0.65% +9,877 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 111,756 $1.69M <0.01% +17,758 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 110,979 $1.68M 0.41% -8,821 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 108,336 $1.64M 0.01% +79,855 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 108,265 $1.64M 0.06% -671 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 106,000 $1.6M 0.28% +29,000 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 92,074 $1.39M 0.03% -14,672 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 91,056 $1.38M 0.03% -21,120 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 89,675 $1.36M 0.02% +49,776 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 86,038 $1.3M <0.01% +14,090 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 85,378 $1.29M <0.01% -8,002 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 82,284 $1.25M <0.01% -527,121 13F-HR/A Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 81,639 $1.24M 0.07% -420 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 81,415 $1.23M <0.01% -352,522 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 80,190 $1.21M 0.17% 0 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 80,000 $1.21M 0.16% -20,000 13F-HR Timeline Group 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 Creative Planning in group Creative Planning More: the full row for Creative Planning 77,938 $1.18M <0.01% +15,837 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% 0 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 73,385 $1.11M 0.01% -53,018 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 71,035 $1.08M <0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 71,000 $1.07M 0.01% -1,884 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 70,663 $1.07M 0.18% +4,489 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 70,215 $1.06M 0.1% -1,265 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 69,868 $1.06M 0.21% -2,681 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 69,638 $1.05M 0.22% +13,953 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 69,374 $1.05M <0.01% +2,996 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 67,139 $1.02M 0.03% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 66,080 $1M 0.07% -43,748 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 65,351 $989K 0.09% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 65,220 $987K <0.01% -648 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 64,781 $981K <0.01% +6,368 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 64,432 $976K <0.01% 0 13F-HR/A Timeline Group Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 63,200 $957K 0.89% +3,100 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 63,082 $955K 0.13% +17,439 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 63,057 $955K +12,371 Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 62,165 $941K 0.07% -298 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. 61,295 $928K <0.01% -83,454 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 451 $859K 0.61% -55,988 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 56,153 $850K 0.02% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 53,614 $812K <0.01% +26,931 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 57,061 $809K 0.03% +9,913 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 52,664 $797K +25,967 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 51,847 $785K <0.01% +2,153 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 51,157 $775K 0.08% +926 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 51,003 $772K 0.26% +2,481 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 49,855 $755K <0.01% -9,363 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 49,250 $746K 0.01% +9,000 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 48,417 $733K 0.15% +6,179 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 46,457 $703K 0.22% +5,641 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 46,287 $701K 0.05% -30,000 13F-HR Timeline Group Jain Global LLC More: the full row for Jain Global LLC 45,351 $687K 0.01% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 49,990 $684K 0.13% +17,010 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 44,229 $670K 0.01% +4,480 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 44,194 $669K 0.05% -2,580 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 44,039 $667K 0.03% +15,860 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 43,971 $666K 0.27% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 43,826 $664K <0.01% +17,650 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 43,534 $659K <0.01% +7,178 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 42,881 $649K 0.02% +1,500 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 41,203 $624K 0.17% +3,891 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 40,828 $618K <0.01% -295 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 40,213 $609K <0.01% +7,576 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 39,891 $604K 0.01% 0 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 39,877 $604K <0.01% +3,814 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 39,329 $595K 0.01% new 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 39,271 $595K 0.01% +19,496 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 38,806 $588K 0.05% +963 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 37,243 $564K 0.05% -123,543 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 36,667 $555K <0.01% 0 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 36,604 $554K 0.03% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 36,603 $554K 0.03% -622 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 36,000 $545K 0.11% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 35,987 $545K 0.01% -30,000 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 35,773 $542K 0.16% +1,461 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 35,366 $535K 0.01% +316 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 34,695 $525K <0.01% +2,907 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 34,564 $523K 0.1% -1,148 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 34,355 $520K 0.03% 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 39,711 $517K <0.01% +1,734 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 33,982 $514K <0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 33,887 $513K <0.01% +7,324 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 33,880 $513K 0.39% +5,250 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 33,565 $508K 0.5% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 33,538 $508K 0.03% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 33,236 $503K 0.02% -1,269 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 32,940 $499K <0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 31,975 $484K <0.01% -686 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 31,975 $484K <0.01% -686 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 31,479 $477K <0.01% +30,779 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 30,453 $461K 0.47% -3,427 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 29,443 $446K <0.01% new 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 29,400 $445K 0.01% -51,375 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 28,518 $432K <0.01% -121,556 13F-HR/A Timeline Group Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 28,448 $431K 0.11% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 28,343 $429K 0.01% +12,079 13F-HR Timeline