Caprock Group, LLC More: the full row for Caprock Group, LLC 12,044 $661K 0.02% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,284 $652K 0.02% +818 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 11,142 $644K <0.01% +1,878 13F-HR Timeline Group Tacita Capital Inc More: the full row for Tacita Capital Inc 11,039 $638K 0.39% +270 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 10,861 $628K 0.07% -100 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,569 $611K <0.01% +1,020 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 10,542 $609K 0.01% new 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 10,326 $597K <0.01% -27,898 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 10,289 $595K 0.01% +793 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 7,327 $589K 0.02% -331 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 10,000 $578K 0.02% 0 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 9,974 $577K <0.01% +1,245 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 9,662 $558K <0.01% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 9,478 $548K 0.01% +1,008 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 9,354 $541K 0.01% -98 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 9,352 $540K <0.01% +2,912 13F-HR Timeline Group ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 8,996 $520K <0.01% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 8,945 $517K 0.02% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 8,800 $509K 0.05% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 8,704 $503K <0.01% +693 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,594 $497K 0.01% +152 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,530 $493K <0.01% new 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 8,483 $490K 0.01% +2 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 8,254 $477K 0.21% -531 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,066 $466K 0.03% +1,861 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 8,063 $466K 0.01% +130 13F-HR Timeline Quarry LP More: the full row for Quarry LP 7,935 $458K 0.11% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,830 $453K <0.01% -201 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 7,746 $448K <0.01% +1,620 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,659 $443K 0.01% +209 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 7,271 $420K <0.01% +414 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,133 $412K <0.01% new 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 7,000 $404K 0.03% -2,100 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. 6,788 $392K <0.01% +1,053 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,642 $384K <0.01% +635 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 6,614 $382K <0.01% -8 13F-HR Timeline Group MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 6,521 $377K 0.03% -3,513 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,365 $368K 0.02% +185 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 6,179 $357K new Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,067 $351K 0.01% +533 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 5,940 $343K 0.04% -2,400 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,905 $341K <0.01% new 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 5,636 $326K <0.01% +253 13F-HR Timeline Group Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 5,542 $320K <0.01% -3,000 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,203 $301K 0.09% -2,902 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,064 $293K <0.01% -6,468 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 5,005 $289K 0.09% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 5,000 $289K 0.07% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,995 $289K 0.23% -1,350 13F-HR/A Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 4,900 $283K <0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,825 $279K <0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,708 $273K <0.01% new 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,625 $267K 0.01% +525 13F-HR Timeline Laurus Global Equity Management Inc. More: the full row for Laurus Global Equity Management Inc. 4,300 $249K 0.17% 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) 4,286 $248K 0.01% -8,838 13F-HR Timeline Group Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,233 $245K 0.12% +11 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 4,219 $244K <0.01% -27,651 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,192 $242K <0.01% +112 13F-HR Timeline Group WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 4,100 $237K 0.13% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,007 $232K <0.01% new 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,895 $225K 0.02% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,896 $225K <0.01% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 3,690 $213K 0.13% new 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 3,679 $213K 0.12% 0 13F-HR/A Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 3,679 $213K 0.01% -440 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,667 $212K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,373 $195K <0.01% +26 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,224 $186K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,218 $186K <0.01% +295 13F-HR Timeline Group DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3,104 $179K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,850 $165K 0.02% +1,287 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,436 $141K <0.01% +56 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,363 $137K 0.01% -148 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,311 $134K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,268 $131K <0.01% +245 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,028 $117K 0.03% +37 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 1,269 $73.3K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,177 $68K <0.01% -459 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 1,110 $64.2K 0.04% -980 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,102 $63.7K 0.03% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,089 $62.9K <0.01% -137 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 1,072 $61.9K 0.03% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,042 $60.2K <0.01% +19 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,036 $59.9K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 849 $48.8K <0.01% +294 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 808 $46.7K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 756 $43.7K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 738 $42.7K <0.01% +521 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 629 $36.4K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 614 $35.5K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 610 $35.3K 0.04% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 571 $33K <0.01% -542 13F-HR Timeline Group Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 322 $31.2K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 539 $31.2K <0.01% -193 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 538 $31.1K <0.01% +338 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 513 $29.7K <0.01% +460 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 479 $27.7K <0.01% +69 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 400 $23.1K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 298 $17.2K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 240 $14.1K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 239 $13.8K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 201 $11.6K <0.01% -94 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 200 $11.6K <0.01% new 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 199 $11.5K <0.01% -81 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 154 $8.9K <0.01% +55 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 146 $8.44K <0.01% +45 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 107 $6.18K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 107 $6.18K <0.01% +17 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 103 $5.98K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 96 $5.55K <0.01% +16 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 90 $5K <0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 79 $5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 83 $4.8K <0.01% +4 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 69 $3.99K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 67 $3.97K <0.01% +31 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 61 $3.53K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 60 $3.47K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 55 $3.18K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 54 $3.09K <0.01% +1 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 62 $3K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 50 $2.89K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 46 $2.66K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 43 $2.51K <0.01% +4 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 49 $2K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 33 $1.91K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 30 $1.73K <0.01% +15 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 27 $1.56K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 22 $1.27K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 20 $1.16K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 18 $1.04K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 17 $983 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 15 $867 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 12 $694 <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11 $623 <0.01% new 13F-HR Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 7 $415 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 7 $405 <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5 $289 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3 $173 <0.01% -29 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 0 $0 0% -25,998 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -6,400 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.