DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 366,832 $27.4M 0.01% +1,062 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 298,199 $25M 1.18% -34,900 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 317,605 $23.7M <0.01% +528 13F-HR Timeline Group VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 283,460 $21.2M <0.01% +125,248 13F-HR Timeline Group Arbiter Partners Capital Management LLC in group Arbiter Partners Capital Mana… More: the full row for Arbiter Partners Capital Management LLC 197,033 $14.7M 7.92% 0 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 186,423 $13.9M <0.01% -15,237 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 154,070 $11.5M 0.19% -16,739 13F-HR/A Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 118,110 $8.91M <0.01% -1,370 13F-HR Timeline Group GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 112,850 $8.43M -1,100 Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 78,168 $5.84M <0.01% +836 13F-HR Timeline Group Medina Value Partners, LLC More: the full row for Medina Value Partners, LLC 63,768 $4.76M 1.11% new 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 38,561 $2.88M <0.01% +32,378 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 37,932 $2.83M <0.01% -5,489 13F-HR/A Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 34,661 $2.59M <0.01% -1,973 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 28,637 $2.14M <0.01% +5,032 13F-HR/A Timeline Group 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 27,673 $2.07M <0.01% +1,403 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 26,000 $1.94M <0.01% -500 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 21,267 $1.59M +2,198 Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 19,895 $1.49M 0.51% 0 13F-HR/A Timeline PRIMECAP MANAGEMENT CO/CA/ More: the full row for PRIMECAP MANAGEMENT CO/CA/ 15,000 $1.12M <0.01% -5,000 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 12,402 $926K <0.01% -2,592 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 12,009 $897K 0.01% 0 13F-HR Timeline Group Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 11,738 $877K <0.01% 0 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,633 $719K <0.01% +4,313 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,274 $693K 0.05% -303 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,678 $648K <0.01% +5,183 13F-HR/A Timeline Group Swiss National Bank More: the full row for Swiss National Bank 8,400 $627K <0.01% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 7,362 $550K <0.01% +1,100 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 7,231 $540K <0.01% +685 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,794 $507K <0.01% -2,356 13F-HR Timeline Group Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 6,500 $485K 0.43% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 6,499 $485K <0.01% 0 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 6,350 $474K <0.01% -300 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,343 $474K <0.01% +1,062 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 6,163 $460K <0.01% -792 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/ 5,838 $436K <0.01% +2,072 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,376 $402K <0.01% +1,637 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 4,935 $369K 0.01% -1,019 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 4,217 $315K <0.01% -579 13F-HR Timeline Group Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 4,201 $314K 0.08% -55 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,074 $304K <0.01% -1,443 13F-HR Timeline Group CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 3,980 $297K <0.01% -64 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,786 $283K <0.01% +26 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,581 $267K 0.05% -2,135 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 3,391 $253K <0.01% -1,465 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 3,365 $251K <0.01% 0 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,347 $250K <0.01% new 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 3,085 $231K <0.01% new 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 3,042 $227K <0.01% 0 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,983 $223K 0.01% new 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,895 $216K 0.01% new 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 2,732 $203K <0.01% +780 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,696 $201K <0.01% -3,783 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,180 $163K <0.01% +154 13F-HR Timeline Group NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 2,171 $162K <0.01% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,123 $159K <0.01% 0 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2,126 $159K <0.01% -50 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,930 $144K <0.01% -139 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,825 $136K <0.01% 0 13F-HR Timeline Police & Firemen's Retirement System of… More: the full row for Police & Firemen's Retirement System of New Jersey 1,460 $109K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 1,318 $98.4K 0.1% 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,186 $88.6K <0.01% +274 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,184 $88K <0.01% 0 13F-HR Timeline Group KLP KAPITALFORVALTNING AS More: the full row for KLP KAPITALFORVALTNING AS 1,000 $75.4K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 862 $64.4K <0.01% -2 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,003 $59.2K <0.01% -3,915 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 685 $51.2K <0.01% -160 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 637 $47K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 610 $46K <0.01% +42 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 600 $44.8K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 568 $42.4K <0.01% -15 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 547 $40.9K <0.01% -2,917 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 514 $38.4K <0.01% new 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 446 $33.3K -519 Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 400 $29.9K 0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 400 $29.9K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 338 $25.2K <0.01% -2,377 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 306 $22.9K <0.01% +37 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 268 $20K <0.01% -52 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) 232 $17.3K <0.01% -751 13F-HR Timeline Group Cygnus Capital Advisors, LLC More: the full row for Cygnus Capital Advisors, LLC 219 $16K 0.01% 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 171 $13K <0.01% -15 13F-HR Timeline Group AMALGAMATED BANK More: the full row for AMALGAMATED BANK 146 $11K <0.01% -36 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 55 $4.11K <0.01% -1 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 54 $4.03K <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. 38 $2.84K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 35 $2.61K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 31 $2.39K <0.01% -56 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 31 $2.31K <0.01% -10 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 21 $1.57K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 16 $1.2K <0.01% +9 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 15 $1.12K <0.01% +4 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 14 $1.05K <0.01% 0 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 9 $672 <0.01% 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 8 $598 <0.01% -9 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 8 $598 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 8 $598 <0.01% +1 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7 $523 <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6 $449 <0.01% -178 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5 $373 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 5 $373 <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 5 $373 <0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4 $300 <0.01% +2 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3 $225 <0.01% +2 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3 $224 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3 $224 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $151 <0.01% new 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2 $150 <0.01% -2 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $75 <0.01% 0 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $75 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $75 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $75 <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 6 $0 0% -2,173 13F-HR Timeline Value filed as zero, left out of ratios.