Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 15,981 $317K <0.01% -6,944 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 15,500 $308K 0.01% new 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 15,300 $304K <0.01% 0 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 15,182 $301K 0.1% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 15,098 $300K 0.16% new 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 14,600 $290K <0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,397 $266K 0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 13,296 $264K 0.01% -8,197 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 12,669 $251K 0.04% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,240 $243K <0.01% new 13F-HR Timeline Group WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 12,100 $240K 0.01% new 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 10,944 $217K <0.01% -14,895 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,940 $217K <0.01% +645 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 10,773 $214K 0.13% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 10,656 $212K 0.04% new 13F-HR Timeline Group Oceanic Investment Management LTD More: the full row for Oceanic Investment Management LTD 10,619 $211K 0.22% 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 10,200 $202K <0.01% -64 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,193 $202K 0.01% -2,383 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 10,153 $202K 0.07% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 10,047 $200K <0.01% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 10,000 $198K 0.01% 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 9,714 $193K <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9,434 $187K <0.01% -4,322 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,083 $160K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7,204 $143K 0.04% new 13F-HR/A Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,851 $116K <0.01% +3,747 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5,128 $102K 0.01% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,933 $97.9K <0.01% +986 13F-HR/A Timeline Group INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 4,620 $91.7K <0.01% new 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 4,410 $87.5K 0.02% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,552 $70.5K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,126 $62.1K <0.01% +32 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,894 $57.4K <0.01% -1,482 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,214 $43.9K <0.01% +224 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,100 $41.7K 0.02% +209 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,456 $28.9K <0.01% +240 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 1,250 $24.8K 0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,150 $22.8K <0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,137 $22.6K <0.01% +1,068 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 1,042 $20.7K 0.02% 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,034 $20.5K <0.01% +132 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 660 $18K 0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 824 $16.4K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 716 $14.2K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 568 $11.3K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 540 $10.7K <0.01% +30 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 528 $10.5K <0.01% -130,444 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 478 $9.49K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 476 $9.45K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 403 $8K <0.01% -2,558 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 348 $6.91K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 214 $4.25K <0.01% new 13F-HR/A Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 200 $3.97K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 181 $3.59K <0.01% +23 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 180 $3.57K <0.01% -194 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 173 $3.43K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 146 $2.9K <0.01% -200 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 116 $2.3K <0.01% +21 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 104 $2.06K <0.01% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 73 $1.45K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 47 $933 <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 38 $754 <0.01% -22 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 37 $734 <0.01% -3,058 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 15 $298 <0.01% new 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 13 $258 <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 3 $60 <0.01% 0 13F-HR Timeline Group Tacita Capital Inc More: the full row for Tacita Capital Inc 2 $40 <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 50 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.