BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 35,331 $175K <0.01% -6,132 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 34,786 $173K <0.01% -47,214 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 33,043 $164K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 31,559 $157K 0.15% 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 31,215 $155K <0.01% +4,218 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 30,520 $151K 0.03% -350 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 30,111 $149K <0.01% +1,236 13F-HR Timeline Group Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 30,061 $149K <0.01% -48,746 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 29,750 $148K 0.02% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 29,571 $147K <0.01% -7,719 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 29,162 $145K <0.01% -4,096 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 28,773 $143K <0.01% +3,814 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 27,876 $138K <0.01% +1,925 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 27,493 $136K <0.01% -8,123 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 27,399 $136K <0.01% -19,656 13F-HR/A Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 27,264 $135K <0.01% -8,352 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 25,797 $128K 0.04% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 25,220 $125K <0.01% new 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 25,150 $125K 0.07% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 23,478 $116K <0.01% +6,501 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 23,107 $115K <0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 23,167 $115K <0.01% -2,419 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 23,001 $114K <0.01% -966 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 22,138 $112K <0.01% -2,877 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 21,065 $104K <0.01% -686 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 20,800 $103K 0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 20,798 $103K 0.01% +4,083 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 20,000 $100K <0.01% 13F-HR/A Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 19,896 $98.7K <0.01% +1,289 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 19,819 $98.1K <0.01% +3,089 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 19,354 $96K <0.01% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 19,350 $96K <0.01% +5,196 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 17,217 $94.2K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 18,894 $93.7K 0.01% +18,030 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 17,986 $89.2K <0.01% -897 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 17,821 $88.4K <0.01% -7,009 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 17,106 $84.8K 0.03% +2,001 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 17,070 $84.7K 0.01% -833 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 16,935 $84K <0.01% +2,000 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 16,763 $83.1K 0.01% -24 13F-HR Timeline Group AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 16,370 $81.2K <0.01% 0 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 16,229 $80.5K <0.01% -20,395 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 16,216 $80.4K <0.01% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 16,120 $80K <0.01% +816 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 15,996 $79.3K 0.01% -1,225 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 14,825 $73.6K <0.01% +938 13F-HR/A Timeline Group EWA, LLC More: the full row for EWA, LLC 14,200 $70.4K 0.03% -4,702 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 14,000 $69.4K <0.01% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 13,918 $69K 0.01% -2,118 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 13,675 $67.8K 0.01% -2,868 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 13,602 $67.5K <0.01% 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,505 $67K <0.01% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 12,892 $63.9K 0.03% -1,070 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 12,872 $63.8K <0.01% +1,451 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 13,095 $63.8K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 12,514 $62.1K 0.01% -1,323 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12,469 $61.8K <0.01% +74 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,932 $61.1K <0.01% -980 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 12,260 $60.8K <0.01% +11,961 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,910 $59.1K <0.01% -3,646 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 11,522 $57.1K <0.01% -125 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 11,422 $56.7K <0.01% -4,162 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 11,415 $56.6K <0.01% new 13F-HR/A Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 11,362 $56.4K <0.01% 0 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 11,040 $54.8K 0.01% -747 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 10,650 $52.8K <0.01% -33,500 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 10,521 $52.2K <0.01% -1,826 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 10,190 $51.7K 0.03% -746 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 10,000 $49.6K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 9,692 $48.1K <0.01% -304 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 8,911 $44.2K 0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 8,221 $40.8K <0.01% -3,504 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,000 $35K <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,250 $31K <0.01% -940 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 6,088 $30K <0.01% +17 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 5,722 $28.4K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,217 $25.9K 0.02% -96 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,563 $22.6K <0.01% -837 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 4,392 $21.8K <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,319 $21.4K <0.01% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 4,169 $20.6K <0.01% new 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,838 $19K <0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 3,600 $18K <0.01% 0 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,282 $16.3K <0.01% +424 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,968 $14.7K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,838 $14.1K <0.01% +430 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,772 $13.7K <0.01% -178 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,453 $12.2K <0.01% +337 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,280 $11.3K 0.01% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,196 $10.9K <0.01% 0 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,035 $10.1K <0.01% -635 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,996 $9.9K <0.01% -2 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,987 $9.86K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,798 $8.9K <0.01% +197 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,590 $7.89K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,350 $6.7K <0.01% -578 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 1,229 $6.1K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,196 $5.93K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,035 $5.13K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 959 $4.76K <0.01% -6,825 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 940 $4.66K <0.01% 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 801 $3.97K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 548 $3K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 526 $2.61K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 451 $2.3K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 416 $2.06K <0.01% new 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 339 $1.68K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 314 $1.56K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 300 $1.49K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 285 $1.41K <0.01% -465 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 249 $1.24K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 241 $1.2K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 232 $1.15K <0.01% new 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 222 $1K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 201 $999 <0.01% -194 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 167 $828 <0.01% -239 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 164 $813 <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 154 $762 <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 148 $734 <0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 133 $660 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 119 $591 <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 117 $580 <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 110 $546 <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 103 $511 <0.01% -103 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 83 $412 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.