STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 11,085,683 $1.08B 0.04% +1,842,852 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,066,020 $493M 1.16% +309,551 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,924,687 $479M 0.11% +182,679 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 4,519,615 $431M 15.28% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,422,870 $333M 2.31% -2,026,960 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,033,133 $295M -89,038 Timeline Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 2,900,000 $282M 4.48% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 2,162,905 $209M 0.17% -1,560,750 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,831,937 $178M <0.01% +995 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,606,936 $156M 0.01% +688,901 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,306,864 $127M 0.28% -238,961 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,291,903 $126M 0.02% +294,177 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,288,926 $125M 0.04% +174,938 13F-HR Timeline BRITISH COLUMBIA INVESTMENT MANAGEMENT … More: the full row for BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 1,221,000 $119M 0.69% new 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 1,111,502 $108M 0.23% +219,125 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 1,111,431 $108M 0.02% -298,731 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,095,736 $105M 0.19% +751,499 13F-HR/A Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,017,870 $99M 0.08% +264,179 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,002,239 $97.5M 0.02% -17,324 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 938,536 $91.3M 0.74% -156,183 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 845,627 $82.3M 0.02% +434,343 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 842,321 $81.9M 0.05% +190,847 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 781,398 $76M 0.01% -44,030 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 727,800 $70.8M 0.09% +686,500 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 602,009 $58.6M <0.01% +54,208 13F-HR Timeline Group TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 531,500 $51.7M 7.52% new 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 472,367 $45.9M 4.07% +102,876 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 454,302 $44.2M 0.4% -119,351 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 420,848 $40.9M 1.91% +10,805 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 399,766 $38.9M 0.01% -18,770 13F-HR Timeline Group Aristotle Pacific Capital, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Pacific Capital, LLC 399,502 $38.9M 18.64% -136,407 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 384,656 $37.4M 0.03% +13,500 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 384,025 $37.4M 0.11% 0 13F-HR/A Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 372,848 $36.3M 0.62% new 13F-HR Timeline Group Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 337,566 $32.8M 0.73% 0 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 335,900 $32.7M 0.24% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 300,667 $29.2M 0.05% -10,453 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 296,837 $28.9M 0.02% -9,904 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 255,459 $24.8M 0.02% +213,936 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 254,166 $24.7M 0.01% -70,968 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 248,368 $24.2M 0.36% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 243,634 $23.7M 1.65% +2,343 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 225,800 $22M 0.03% new 13F-HR Timeline Group Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 223,000 $21.7M 0.01% +202,000 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 218,550 $21.3M 0.01% 0 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 206,451 $20.1M 0.78% +8,763 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 195,572 $19M 0.01% 0 13F-HR Timeline Group Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 191,536 $18.6M 3.31% +745 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 187,232 $18.2M 0.05% +9,775 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 183,457 $17.7M 1.32% +4,925 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 174,648 $17M 0.97% new 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 152,581 $14.8M 0.12% +15,074 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 145,568 $14.2M 0.17% -341,806 13F-HR/A Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 140,579 $13.7M 0.17% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 139,990 $13.6M 0.02% -86,428 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 139,561 $13.6M 8.31% +94,722 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 138,508 $13.5M 0.11% +3,174 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 126,737 $12.3M 0.11% +10,911 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 121,322 $11.8M 0.16% -36,708 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 120,061 $11.7M 4.26% +59,878 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 118,776 $11.6M 4.13% -4,042 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 115,678 $11.3M 1.38% +18,639 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 114,801 $11.2M 0.1% +21,400 13F-HR Timeline Group Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 110,980 $10.8M 4.33% -4,073 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 109,074 $10.6M -1,395 Timeline CNO Financial Group, Inc. in group CNO Financial Group, Inc. More: the full row for CNO Financial Group, Inc. 105,500 $10.3M 6.34% new 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 101,500 $9.87M <0.01% -19,025 13F-HR/A Timeline Group Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 100,853 $9.81M 2.8% +2,727 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 99,238 $9.65M 0.59% new 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 98,370 $9.57M 0.01% -309,806 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 98,000 $9.53M 0.03% +19,000 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 95,223 $9.19M 0.25% -16,915 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 93,664 $9.11M 0.03% -21,390 13F-HR Timeline Somnio Financial Group, LLC More: the full row for Somnio Financial Group, LLC 91,574 $8.91M 6.37% 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 91,433 $8.89M 0.02% +31,300 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 87,780 $8.5M 0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 87,231 $8.48M -145,209 Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 84,490 $8.22M 4.6% -11,762 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 84,399 $8.21M 0.15% +4,183 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 76,692 $7.46M 2.26% +73,703 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 74,465 $7.24M 0.09% -665 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 71,831 $6.99M 0.04% +15,491 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 68,291 $6.64M <0.01% -114,399 13F-HR Timeline Group STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 68,280 $6.64M 3.56% -114,410 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 65,000 $6.32M 0.01% -10,500 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 64,692 $6.29M 0.19% +1,267 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 63,475 $6.17M 0.03% -13,777 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 62,963 $6.12M 0.04% +712 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 62,392 $6.07M 0.3% +1,854 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 61,894 $6.02M 0.1% -2,820 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 60,789 $5.91M 0.34% -29,244 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 60,344 $5.87M 0.1% -667 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 59,422 $5.78M 0.37% +31,579 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 58,513 $5.69M 0.09% +519 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 57,775 $5.62M <0.01% +2,344 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 57,102 $5.55M 0.22% -1,478 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 56,665 $5.51M <0.01% +14,371 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 56,768 $5.44M 0.29% +42,423 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 55,733 $5.42M 0.01% -2,111 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 53,688 $5.22M <0.01% -5,068 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 51,552 $5.01M 0.09% +12,851 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 50,632 $4.92M 0.01% -22,555 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 49,188 $4.78M 0.13% new 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 49,159 $4.78M 1.55% new 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 48,681 $4.74M 1.38% -1,488 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 48,062 $4.67M 0.09% +10,052 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 47,190 $4.59M 1.26% +3,759 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 46,873 $4.56M 0.01% -14,035 13F-HR Timeline Group KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 45,990 $4.47M 1.39% -12,785 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 45,466 $4.42M <0.01% -853 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 45,438 $4.42M 0.1% +1,607 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 45,323 $4.38M 0.72% -44,020 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 44,605 $4.34M 0.1% -122,041 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 42,227 $4.11M 0.1% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 42,087 $4.09M 0.04% -5,809 13F-HR Timeline Bain Capital Credit, LP in group Bain Capital Life Sciences In… More: the full row for Bain Capital Credit, LP 42,021 $4.09M 1.48% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 41,878 $4.07M <0.01% -58,845 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 41,630 $4.05M 0.01% +96 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 40,431 $3.93M 0.02% -1,041 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 40,315 $3.92M <0.01% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 38,880 $3.78M 0.88% +23,705 13F-HR Timeline Angel Oak Capital Advisors, LLC More: the full row for Angel Oak Capital Advisors, LLC 38,800 $3.77M 5.33% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 38,573 $3.75M 0.28% +537 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 38,029 $3.7M 0.58% +4,147 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 37,973 $3.69M 0.02% -9,604 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 37,307 $3.63M 0.01% -1,706 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 36,658 $3.57M 0.28% +27,337 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 35,678 $3.47M <0.01% -11,812 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 35,494 $3.45M 0.1% +19,726 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 35,408 $3.44M 1.14% -168 13F-HR Timeline Group FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 34,646 $3.35M 1.25% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 33,541 $3.26M 0.02% +1,340 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 32,663 $3.18M 0.04% +1,519 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 31,901 $3.08M 0.14% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 31,661 $3.08M 0.18% +2,392 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 30,939 $3.01M 0.02% -12,641 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 30,840 $3M 0.01% -152,835 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 30,344 $2.93M 0.37% -1,890 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 30,075 $2.93M 0.42% +467 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 29,634 $2.88M <0.01% -8,652 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 29,446 $2.86M 0.29% +1,089 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 29,045 $2.83M 1.21% +20,204 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 28,802 $2.8M 0.02% -57,272 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 28,742 $2.8M 0.03% +379 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 28,503 $2.77M 0.03% +744 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 27,719 $2.7M 0.46% -538 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 27,626 $2.69M 0.04% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 26,310 $2.56M 0.28% +1,260 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 26,013 $2.53M 0.49% -2,732 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 25,310 $2.46M -156,783 Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 24,252 $2.36M 0.32% +4,649 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 23,996 $2.33M 1.56% +716 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 23,438 $2.28M 0.05% -26,565 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 22,927 $2.23M 0.73% -477 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 22,799 $2.22M 0.69% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 22,660 $2.2M 0.06% +1,315 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 22,196 $2.16M 0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 22,038 $2.14M 0.06% +8,210 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 21,972 $2.14M 0.56% +2,055 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 21,762 $2.12M 0.15% -536 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 21,448 $2.09M 0.01% -7,948 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 21,315 $2.07M <0.01% +370 13F-HR/A Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 21,255 $2.07M 0.06% -234 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 21,162 $2.06M 0.45% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 20,796 $2.02M 0.05% -16,295 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 20,569 $2M 0.84% +12,590 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 20,977 $1.98M 0.02% +2,487 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 20,285 $1.97M 0.02% -2,791 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 19,966 $1.94M 0.05% 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 19,921 $1.94M 0.15% -14,500 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 19,627 $1.91M 1.16% +473 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 19,410 $1.89M <0.01% +2,543 13F-HR Timeline Group Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 19,307 $1.88M -2,625 Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 19,233 $1.87M 0.08% +1,295 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 19,128 $1.86M 0.04% -189 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 19,113 $1.86M 0.03% +1,130 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 19,093 $1.86M 0.02% +677 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 19,080 $1.86M <0.01% -925 13F-HR Timeline Group AXS Investments LLC More: the full row for AXS Investments LLC 18,888 $1.84M 0.75% new 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 18,765 $1.83M 0.87% -59 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 18,387 $1.79M 0.5% +1,947 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 17,511 $1.7M 0.64% +16,787 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 17,389 $1.68M 0.01% +3,120 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 17,030 $1.66M 0.31% -427 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 16,977 $1.65M <0.01% -8,303 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 16,968 $1.65M -2,303 Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 16,733 $1.63M 0.16% -473 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 16,200 $1.58M <0.01% -6,541 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 16,098 $1.57M 0.04% -34,502 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 15,600 $1.52M 1.55% +600 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 15,329 $1.49M 1.4% +464 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 15,256 $1.48M 0.23% -18,830 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 15,107 $1.47M 0.02% +2,307 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 15,074 $1.47M 2.16% +829 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 14,823 $1.44M 0.35% +2,740 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 14,578 $1.42M 0.26% -2,778 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 14,575 $1.42M <0.01% -31,775 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 14,322 $1.39M 0.05% +2,354 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 14,265 $1.39M 0.66% +1,665 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 14,026 $1.36M 0.05% +233 13F-HR Timeline