CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13,989 $395K <0.01% -47,715 13F-HR Timeline Group Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 13,232 $374K 0.01% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 13,207 $374K <0.01% +1,036 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 12,604 $356K <0.01% -7,841 13F-HR/A Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 12,580 $356K <0.01% new 13F-HR Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 12,125 $341K 0.01% -398 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 11,933 $337K 0.01% -8,210 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 11,885 $336K 0.07% -1,016 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 11,813 $334K <0.01% -658 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 11,800 $334K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 11,699 $331K <0.01% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 11,416 $323K 0.01% -33 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 10,854 $307K 0.03% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 10,826 $306K 0.14% +3,366 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,817 $292K <0.01% +5,325 13F-HR Timeline NFC Investments, LLC More: the full row for NFC Investments, LLC 10,000 $283K 0.08% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 9,995 $283K 0.12% +3,726 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,805 $277K <0.01% -660 13F-HR Timeline Group Ballast, Inc. More: the full row for Ballast, Inc. 9,617 $272K 0.08% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 9,541 $270K 0.05% -4,687 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 9,500 $269K 0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 9,425 $266K 0.02% +102 13F-HR/A Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,252 $262K <0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,233 $261K <0.01% -11,070 13F-HR Timeline Group Jain Global LLC More: the full row for Jain Global LLC 9,148 $259K 0.01% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 9,045 $256K 0.01% -69 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,787 $248K 0.06% -211 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 8,741 $247K 0.07% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 8,687 $246K <0.01% -14,783 13F-HR/A Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,667 $245K 0.01% +7,937 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 8,487 $240K 0.02% -244 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,365 $236K 0.02% -6,218 13F-HR Timeline Advantage Alpha Capital Partners LP More: the full row for Advantage Alpha Capital Partners LP 8,330 $235K 0.06% -12,937 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 9,127 $230K 0.04% -1,844 13F-HR/A Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 8,143 $230K <0.01% +121 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 8,042 $227K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,842 $222K <0.01% -6,724 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 7,738 $219K <0.01% -1,373 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,430 $210K 0.01% +341 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,344 $208K <0.01% -9 13F-HR Timeline Group HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 7,193 $203K 0.04% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 7,125 $201K 0.02% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 6,759 $191K 0.02% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,699 $189K <0.01% +3,210 13F-HR/A Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 6,628 $187K <0.01% +47 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 6,560 $185K 0.03% -80 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,123 $172K 0.02% +90 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,132 $145K 0.02% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,681 $132K <0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,518 $128K 0.02% 0 13F-HR Timeline EMERALD MUTUAL FUND ADVISERS TRUST in group EMERALD ADVISERS, LLC More: the full row for EMERALD MUTUAL FUND ADVISERS TRUST 4,282 $121K 0.01% 0 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,546 $100K <0.01% +107 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,468 $98K <0.01% +1,307 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,384 $95.7K 0.02% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,250 $91.9K <0.01% -2,717 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,054 $86K <0.01% -372 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,646 $74.8K <0.01% +647 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,632 $74.4K 0.01% +995 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,379 $67.3K <0.01% +33 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,296 $64.9K 0.01% +437 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,263 $64K 0.04% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,152 $60.8K 0.01% +15 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,995 $56.4K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,634 $46.2K <0.01% -686 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,630 $46.1K -24,485 Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,616 $45.7K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,576 $44.6K <0.01% 0 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,476 $41.7K <0.01% -184 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,425 $40.3K <0.01% 0 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 1,386 $39K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,369 $38.7K <0.01% +97 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,342 $37.9K <0.01% +7 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,155 $32.6K <0.01% -12 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 982 $27.8K <0.01% -236 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 752 $21.3K 0.02% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 759 $21K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 726 $20.5K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 735 $20.4K <0.01% +43 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 682 $19.3K 0.02% -4 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 652 $18.4K 0.01% +1 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 619 $17.5K 0.01% +305 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 593 $16.8K <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 484 $12.1K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 381 $10.8K <0.01% +51 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 358 $10K <0.01% +65 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 353 $10K 0.01% +1 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 352 $9.95K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 342 $9.67K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 309 $8.74K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 305 $8.62K <0.01% +120 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 300 $8.48K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 299 $8.46K <0.01% +12 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 226 $6.22K <0.01% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 200 $5.65K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 188 $5.32K <0.01% +119 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 187 $5.29K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4 $4.86K <0.01% -168 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 171 $4.82K <0.01% -3,458 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 167 $4.72K <0.01% +64 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 148 $4.18K <0.01% +11 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 139 $3.93K <0.01% +64 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 101 $2.85K <0.01% 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 76 $2.15K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 72 $2.04K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 61 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LRI Investments, LLC More: the full row for LRI Investments, LLC 63 $1.78K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 61 $1.72K <0.01% -4 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 49 $1.39K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 45 $1.27K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 41 $1.16K <0.01% +6 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 40 $1.13K <0.01% +5 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 39 $1.1K <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 38 $1.07K <0.01% new 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 42 $1K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 35 $989 <0.01% +23 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 31 $877 <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 31 $876 <0.01% 0 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 31 $801 <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 28 $792 <0.01% +22 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 24 $678 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 20 $565 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 19 $537 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 17 $481 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 16 $452 <0.01% 0 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $197 <0.01% new 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 6 $170 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 6 $170 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $170 <0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1,352 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.