Sentry LLC More: the full row for Sentry LLC 12,686 $76.9K 0.02% +740 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 12,675 $76.8K <0.01% -12,800 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,991 $66.6K <0.01% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 10,740 $65.1K <0.01% new 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 10,540 $63.9K 0.03% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,325 $62.6K <0.01% new 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 10,203 $61.8K 0.02% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 10,000 $60.6K <0.01% 0 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) 8,671 $52.5K <0.01% -6,105 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 5,214 $31.6K <0.01% +151 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,151 $31.2K <0.01% +2,485 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,925 $23.8K <0.01% +2,518 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,613 $21.9K <0.01% +420 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,494 $21.2K <0.01% +3,031 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,206 $19.4K <0.01% +1,472 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,156 $19.1K <0.01% +1,439 13F-HR Timeline CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 3,065 $18.6K <0.01% -8,777 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,984 $18.1K <0.01% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,811 $17.1K <0.01% +1,652 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,575 $15.6K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,500 $15K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,310 $14K <0.01% +801 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,267 $13.7K <0.01% +1,338 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,122 $12.9K <0.01% +162 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,982 $12K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,800 $10.9K <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,465 $8.88K <0.01% -34,400 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,382 $8.38K <0.01% -572 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,274 $7.9K <0.01% -33 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. 1,283 $7.78K <0.01% +1,086 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,200 $7K <0.01% -5,810 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,100 $6.67K <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. 1,031 $6.25K <0.01% -557 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,000 $6.06K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,000 $6.06K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,000 $6.06K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 958 $5.8K <0.01% -2,027 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 955 $5.79K <0.01% +704 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 916 $5.55K <0.01% +609 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 800 $4.85K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 714 $4.33K <0.01% -1,507 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 609 $3.69K <0.01% -5,057 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 561 $3.4K <0.01% -405 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 547 $3.31K <0.01% -1 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 544 $3.3K <0.01% +353 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 469 $2.97K <0.01% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 475 $2.88K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 403 $2.44K <0.01% +207 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 372 $2.25K <0.01% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 355 $2.15K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 346 $2.1K <0.01% +128 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 340 $2.06K <0.01% +150 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 325 $2K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 211 $1.28K <0.01% new 13F-HR/A Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 202 $1.22K <0.01% -47 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 179 $1.08K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 187 $1K <0.01% +89 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 152 $922 <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 98 $594 <0.01% -1,163 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 65 $394 <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 57 $345 <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 45 $273 <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 22 $133 <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14 $89 <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2 $15 <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $6 <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 11 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.