Addenda Capital Inc. More: the full row for Addenda Capital Inc. 3,370 $353K 0.01% -1,160 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 4,838 $350K 0.36% -12,229 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,767 $345K <0.01% +94 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,441 $321K <0.01% +300 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,295 $311K 0.01% -58 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,262 $310K <0.01% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,278 $309K <0.01% +714 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,249 $307K 0.17% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 4,131 $299K 0.35% +726 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,954 $286K 0.14% 0 13F-HR Timeline Rempart Asset Management Inc. More: the full row for Rempart Asset Management Inc. 3,950 $285K 0.06% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,900 $282K 0.04% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,823 $276K <0.01% -93 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,787 $274K <0.01% -113 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,730 $270K 0.04% -3,000 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,657 $264K 0.03% new 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 3,531 $255K <0.01% +400 13F-HR Timeline Group WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 3,510 $254K 0.01% 0 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,469 $251K <0.01% -16,334 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,447 $249K <0.01% -4 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,400 $246K 0.05% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,348 $242K 0.02% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,353 $242K <0.01% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,312 $240K 0.09% +41 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,259 $236K 0.03% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,178 $229K 0.04% -338 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 3,126 $226K <0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,073 $222K 0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,013 $218K <0.01% -1,250 13F-HR/A Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 3,011 $218K 0.06% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,000 $217K 0.03% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,967 $215K <0.01% new 13F-HR Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 2,931 $211K -13,961 Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 2,892 $209K 0.07% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,804 $203K 0.01% -1,116 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,768 $200K <0.01% new 13F-HR/A Timeline Group Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 2,428 $176K -148 Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,407 $174K 0.01% +1,865 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,440 $167K 0.08% +1,428 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,266 $164K 0.01% +254 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,232 $161K <0.01% -148 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,041 $148K 0.01% +330 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,944 $141K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,823 $132K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,800 $130K 0.11% 0 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,786 $129K <0.01% -71 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,740 $119K <0.01% +110 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,300 $94K 0.01% 0 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,300 $93.9K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,275 $92.2K 0.01% +650 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,141 $82.5K 0.05% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 985 $71.2K 0.01% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 849 $61.3K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 780 $56.4K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 724 $52.3K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 706 $51.5K <0.01% +3 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 672 $48.6K 0.01% +124 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 657 $47.5K <0.01% -60 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 630 $45.5K <0.01% 0 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 594 $42.1K <0.01% +164 13F-HR/A Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 560 $40.5K <0.01% -38 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 543 $39.3K <0.01% +255 13F-HR Timeline Group Tacita Capital Inc More: the full row for Tacita Capital Inc 507 $36.6K 0.03% -6,669 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 482 $34.9K <0.01% -100 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 480 $34.8K 0.01% +20 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 460 $33K 0.01% -40 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 417 $30.2K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 416 $30.1K 0.02% +4 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 369 $26K 0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 300 $21.7K 0.02% +25 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 261 $18.9K 0.02% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 261 $18.5K <0.01% +1 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 246 $14.8K <0.01% -15 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 194 $14.1K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 189 $13.7K <0.01% -28 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 173 $12.5K <0.01% new 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 155 $11.2K <0.01% +51 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 151 $11K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 133 $9.62K <0.01% +125 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 133 $9.62K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 124 $8.97K <0.01% -3,428 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 109 $7.88K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 100 $7.23K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 98 $7.09K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 94 $6.8K <0.01% +8 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 91 $6.58K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 62 $4.48K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 54 $3.9K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 54 $3.87K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 50 $3.62K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 50 $3K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 38 $2.75K <0.01% -8 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 32 $2.31K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 25 $1.84K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 16 $1.16K <0.01% -53 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 14 $1.01K <0.01% -1 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 12 $868 <0.01% 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11 $796 <0.01% 0 13F-HR/A Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 10 $723 <0.01% 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 7 $506 <0.01% 0 13F-HR/A Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4 $289 <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1 $72 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1 $72 <0.01% -1,345 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -589 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 0 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.