BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 16,408 $442K <0.01% +868 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 15,953 $430K 0.01% 0 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 15,748 $424K 0.21% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 15,234 $410K 0.01% +11,957 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 15,190 $409K <0.01% new 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 14,542 $392K <0.01% -156 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 14,501 $391K <0.01% new 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 14,490 $390K <0.01% -2,635 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 14,402 $388K <0.01% +1,341 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 13,484 $363K 0.01% +164 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 13,474 $363K 0.13% -4,466 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 13,400 $361K <0.01% -1,800 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,129 $357K <0.01% -5,777 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,535 $338K <0.01% new 13F-HR Timeline Group Voleon Capital Management LP More: the full row for Voleon Capital Management LP 12,452 $335K 0.01% new 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 12,270 $330K <0.01% +3,410 13F-HR Timeline Group FAIRHOLME CAPITAL MANAGEMENT LLC in group FAIRHOLME CAPITAL MANAGEMENT … More: the full row for FAIRHOLME CAPITAL MANAGEMENT LLC 12,100 $326K 0.02% new 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 11,999 $323K 0.09% +3,508 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 11,967 $322K 0.01% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 11,846 $319K 0.03% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 11,499 $310K <0.01% -80 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 11,468 $309K 0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 11,002 $306K 0.01% 0 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 11,127 $300K <0.01% new 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 10,896 $293K 0.04% -335 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 10,434 $281K <0.01% 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 10,367 $279K 0.01% -1,231 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 10,343 $279K <0.01% -11,766 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 10,285 $277K 0.02% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10,261 $276K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,881 $266K <0.01% +698 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,802 $264K 0.01% +127 13F-HR/A Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 9,779 $263K <0.01% new 13F-HR Timeline Group ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 9,127 $257K 0.04% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 9,500 $256K 0.01% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 9,462 $255K 0.04% -49 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,452 $255K <0.01% +468 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 9,448 $254K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,426 $254K <0.01% -726 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 9,302 $251K 0.02% new 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 9,269 $250K 0.09% -7,878 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 9,160 $247K <0.01% 0 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,839 $234K <0.01% +929 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 8,621 $232K <0.01% +76 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 8,548 $230K 0.12% -1,000 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 8,343 $225K <0.01% -263 13F-HR Timeline Group HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 8,093 $218K 0.03% +793 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 8,051 $217K 0.06% -102 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,695 $207K <0.01% +356 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,663 $206K 0.01% +451 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,601 $205K <0.01% new 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 7,455 $201K 0.05% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,290 $196K <0.01% +331 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 6,880 $185K 0.02% +2,010 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 6,759 $182K 0.02% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 6,264 $169K <0.01% -4,662 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 5,632 $152K <0.01% 0 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 5,132 $138K 0.01% 0 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 4,786 $129K 0.02% 0 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 4,695 $126K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,225 $114K 0.01% +987 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,118 $109K <0.01% -209 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,888 $105K <0.01% -156 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,797 $102K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,501 $94.3K <0.01% +208 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 2,517 $67.8K <0.01% -420 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. 2,484 $66.9K <0.01% +472 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 2,323 $62.6K <0.01% +155 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,214 $59.6K 0.01% +16 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,077 $55.9K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,000 $53.9K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,969 $53K 0.04% -252 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,805 $48K <0.01% -289 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,695 $45.6K <0.01% -1,901 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,630 $43.9K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,616 $42.9K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,576 $42.4K <0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,417 $38.2K <0.01% new 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,316 $35.4K 0.01% +716 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,217 $32.8K <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 1,189 $32K <0.01% +63 13F-HR/A Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,114 $30K 0.02% -213 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,090 $29.4K <0.01% +474 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,078 $29K <0.01% -470 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 807 $21.7K <0.01% +542 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 775 $20.7K <0.01% +1 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 744 $20K <0.01% +98 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 748 $20K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 733 $19.7K <0.01% +140 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 686 $18.5K <0.01% -54 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 686 $18.5K <0.01% -554 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 640 $17.2K 0.01% -20 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 620 $16.7K <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. 513 $13.8K <0.01% -506 13F-HR/A Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 500 $13.6K <0.01% +40 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 491 $13.2K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 476 $12.8K <0.01% new 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 425 $11.4K <0.01% new 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 387 $10.4K <0.01% +220 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 357 $9.61K <0.01% +124 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 345 $9.29K <0.01% +1 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 342 $9.21K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 311 $8.38K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 294 $8K 0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 270 $7.27K <0.01% -161 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 263 $7.08K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 252 $6.79K <0.01% -57 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $5.39K <0.01% -3,200 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 191 $5.14K <0.01% -1,145 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 179 $4.82K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 173 $4.66K <0.01% -1,001 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 166 $4.44K <0.01% +121 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 162 $4.36K <0.01% +15 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 160 $4.31K <0.01% 0 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 149 $4.01K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 137 $3.69K <0.01% +80 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 119 $3.21K <0.01% +10 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 119 $3.21K <0.01% -83 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 106 $2.88K <0.01% +14 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 101 $2.74K <0.01% new 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 80 $2.15K <0.01% -15 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 78 $2.1K <0.01% -1,683 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 74 $1.99K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 69 $1.86K <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 63 $1.7K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 63 $1.7K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 56 $1.51K <0.01% +10 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 50 $1.35K <0.01% -2,145 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 42 $1.13K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 38 $1K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 33 $1K <0.01% -114 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 37 $997 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 34 $916 <0.01% +11 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 31 $835 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 30 $808 <0.01% +8 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 27 $727 <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 26 $700 <0.01% -18 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 22 $592 <0.01% +8 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 20 $539 <0.01% -4 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 19 $512 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 19 $512 <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 19 $512 <0.01% new 13F-HR/A Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 17 $458 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 17 $458 <0.01% -22 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 16 $431 <0.01% +2 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7 $189 <0.01% -3,463 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $101 <0.01% -1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3 $90 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 3 $81 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $81 <0.01% -17 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2 $54 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $27 <0.01% 0 13F-HR Timeline Group