Caprock Group, LLC More: the full row for Caprock Group, LLC 75,367 $1.27M 0.03% 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 75,142 $1.23M 0.1% +35,563 13F-HR Timeline Artisan Partners Limited Partnership More: the full row for Artisan Partners Limited Partnership 75,386 $1.23M <0.01% 0 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 74,876 $1.22M 0.22% +7,827 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 74,840 $1.22M 0.14% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 74,011 $1.2M 0.03% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 71,137 $1.16M 0.01% +17,340 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 71,141 $1.16M -1,665 Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 70,000 $1.14M 0.04% -16,000 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 68,301 $1.11M 0.22% +2,812 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 68,291 $1.11M 0.01% new 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 67,607 $1.1M 0.02% -3,640 13F-HR/A Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 65,845 $1.09M 0.13% +300 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 66,382 $1.08M -3,090 Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 65,600 $1.07M 0.01% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 64,457 $1.05M <0.01% +6,013 13F-HR Timeline Group Wahed Invest LLC More: the full row for Wahed Invest LLC 63,437 $1.03M 0.14% +3,635 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 61,469 $1M <0.01% +970 13F-HR Timeline COMGEST GLOBAL INVESTORS S.A.S. in group COMGEST GLOBAL INVESTORS S.A.… More: the full row for COMGEST GLOBAL INVESTORS S.A.S. 61,229 $996K 0.02% -36,662 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 61,128 $995K 0.15% new 13F-HR Timeline Handelsbanken Fonder AB More: the full row for Handelsbanken Fonder AB 60,000 $976K <0.01% -30,000 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 59,407 $967K 0.17% -64,685 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 57,500 $936K 0.15% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 57,391 $934K 0.11% +1,916 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 57,283 $932K 0.14% +28,798 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 55,187 $898K 0.01% -894,509 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 54,127 $881K 0.02% -4,255 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 53,200 $866K <0.01% -3,083,976 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 53,130 $864K 0.06% -35,000 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 51,785 $843K 0.37% -2,547 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 50,943 $829K 0.43% -1,012 13F-HR Timeline ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 50,063 $815K <0.01% -668,105 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 49,912 $812K 0.01% +2,868 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 49,845 $811K 0.21% new 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 49,793 $810K 0.1% +29,723 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 49,563 $806K <0.01% -21,332 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 49,542 $806K 0.02% -37,950 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 49,424 $805K 0.02% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 49,307 $802K 0.07% +15,195 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 49,136 $799K 0.06% +10,088 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 48,805 $794K 0.02% -85 13F-HR Timeline Freemont Capital Pte Ltd More: the full row for Freemont Capital Pte Ltd 48,000 $781K 0.02% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 47,552 $774K <0.01% -16,040 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 40,486 $750K 0.1% +70 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 45,459 $740K 0.01% +26,385 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 45,422 $739K 0.2% +9,557 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 44,804 $729K 0.05% -2,557 13F-HR Timeline KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 44,332 $721K 0.01% -26,436 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 43,214 $703K <0.01% -849 13F-HR Timeline OneAscent Investment Solutions LLC in group OneAscent Financial Services … More: the full row for OneAscent Investment Solutions LLC 43,196 $703K 0.75% 0 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 40,822 $664K <0.01% +26,656 13F-HR Timeline Group Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 40,000 $651K 0.09% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 39,219 $638K <0.01% -200,456 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 39,026 $635K 0.01% +2,202 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 37,083 $603K 0.42% 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 36,034 $586K <0.01% +112 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 36,004 $583K 0.04% -131 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 35,196 $573K 0.2% new 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 34,414 $560K 0.01% +3,198 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 34,129 $555K 0.07% -10,600 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 33,991 $553K 0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 33,959 $553K <0.01% +15,514 13F-HR Timeline FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 33,807 $550K <0.01% new 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 32,614 $531K 0.01% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 32,548 $530K 0.02% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 32,398 $527K 0.03% new 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 32,259 $525K <0.01% +4,028 13F-HR/A Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 31,798 $517K 0.19% +790 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 31,512 $513K 0.04% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 31,478 $512K <0.01% -80,914 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 30,593 $498K 0.05% -1,504 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 30,501 $496K 0.01% -1,098 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 30,382 $494K 0.02% +5,600 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 30,055 $489K 0.02% +361 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 29,801 $485K 0.01% -8,408 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 29,305 $477K <0.01% +12,875 13F-HR/A Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 29,064 $473K <0.01% -320 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 28,570 $465K <0.01% -3,064 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 28,184 $459K 0.01% +10,356 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 28,126 $458K 0.01% +17,726 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 28,000 $456K 0.01% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 27,868 $453K 0.01% -2,079 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 27,639 $450K 0.06% +2,503 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 27,322 $449K 0.01% -142,419 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 27,454 $447K <0.01% -9,095 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 27,000 $439K 0.05% +6,000 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 26,967 $439K 0.29% +6,394 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 25,130 $409K 0.01% -10,004 13F-HR/A Timeline Group THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 24,667 $401K 0.01% -4,114 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 24,636 $401K <0.01% +476 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 24,461 $398K <0.01% +10,765 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 23,496 $382K <0.01% -20,853 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 23,331 $380K 0.06% new 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 22,886 $372K 0.01% +4,130 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 22,753 $370K 0.23% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 22,751 $370K <0.01% +2,333 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 22,343 $364K 0.14% +8 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 22,270 $362K 0.19% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 22,096 $360K <0.01% -280,198 13F-HR/A Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 21,895 $356K <0.01% -946 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 21,812 $355K 0.1% +1,510 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 21,587 $351K 0.01% -127 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 21,170 $347K <0.01% 0 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 20,451 $333K 0.1% -7,281 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 20,353 $331K 0.02% -2,582 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 20,303 $330K 0.01% -100 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 20,106 $327K 0.22% +4,183 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 19,284 $314K 0.21% -2,592 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 19,146 $312K <0.01% -998 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 19,141 $311K 0.02% new 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 18,883 $307K 0.05% -2,431 13F-HR Timeline ALTRINSIC GLOBAL ADVISORS LLC More: the full row for ALTRINSIC GLOBAL ADVISORS LLC 18,880 $307K 0.01% -163 13F-HR Timeline HAP Trading, LLC More: the full row for HAP Trading, LLC 18,878 $307K 0.08% 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 18,698 $307K 0.01% -11,761 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,788 $306K <0.01% +1,931 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 18,505 $301K 0.08% +38 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 18,302 $298K 0.1% +163 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 18,074 $294K <0.01% +174 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 17,604 $286K <0.01% -1,372 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 16,930 $275K <0.01% -303 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 16,897 $275K <0.01% new 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 16,689 $272K 0.08% -3,096 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 16,482 $268K <0.01% -1,610 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 16,479 $268K <0.01% -1,978 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 15,740 $256K 0.02% -1,764 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 15,515 $252K <0.01% -2,449 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 14,961 $243K 0.01% -2,886 13F-HR Timeline Group CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 14,139 $230K <0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 14,085 $229K <0.01% -1,820 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 14,080 $229K <0.01% 0 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 14,065 $229K 0.02% +330 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 13,950 $227K 0.16% -1,670 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 13,810 $225K 0.03% -13,570 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 13,757 $224K <0.01% -3,413 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 13,750 $224K <0.01% +833 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 13,152 $214K 0.01% new 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 13,055 $212K 0.03% -567 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 13,000 $212K 0.03% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 13,000 $212K 0.05% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,976 $211K <0.01% +777 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 12,841 $209K 0.02% -3,200 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 12,820 $209K 0.01% -2,456 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 12,800 $208K 0.01% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,772 $208K <0.01% +276 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 12,600 $205K 0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 12,600 $205K 0.01% 0 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,493 $203K <0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 12,413 $202K <0.01% -1,756 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 11,945 $194K 0.01% +1,218 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 11,857 $193K 0.01% -7,127 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 11,700 $190K <0.01% new 13F-HR Timeline Group ARIEL INVESTMENTS, LLC More: the full row for ARIEL INVESTMENTS, LLC 11,637 $189K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,453 $186K <0.01% -11,579 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 11,435 $186K 0.06% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,522 $184K <0.01% new 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 11,200 $182K 0.43% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 11,181 $182K <0.01% -3,006 13F-HR/A Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 10,470 $174K <0.01% 0 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 10,481 $173K 0.01% 0 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10,280 $167K <0.01% +260 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 10,151 $165K 0.1% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,084 $164K <0.01% -4,238 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,051 $164K 0.01% -701 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 8,940 $145K <0.01% new 13F-HR Timeline Group KLP KAPITALFORVALTNING AS More: the full row for KLP KAPITALFORVALTNING AS 8,400 $137K <0.01% +900 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 7,507 $122K 0.03% -308 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,266 $118K <0.01% -5,655 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,205 $103K <0.01% +647 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,035 $98.2K 0.01% -3,629 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) 5,527 $89.9K <0.01% -838 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 5,413 $88.1K 0.02% +2,673 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,298 $86.2K <0.01% -798 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,260 $85.6K <0.01% +3,526 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,135 $83.5K <0.01% +700 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,859 $79.1K <0.01% +1,813 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,721 $76.8K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,600 $74.8K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,380 $71.3K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,400 $55.3K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,375 $54.9K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,098 $50.4K 0.02% -232 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,061 $49.8K <0.01% +171 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,768 $45K <0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,552 $41.5K 0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,348 $38.2K 0.03% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,136 $34.8K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,108 $34.5K 0.01% +1,054 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 2,027 $33K 0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,000 $32.5K <0.01% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,647 $26.8K <0.01% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,500 $24.4K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,498 $24.4K <0.01% +573 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,444 $23.5K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,379 $22.4K <0.01% +428 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,320 $21.5K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,255 $20.5K <0.01% +1,223 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,110 $18.1K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,080 $17.7K <0.01% +411 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,003 $16.3K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 979 $16K <0.01% 0 13F-HR Timeline