Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 18,678 $448K <0.01% -549 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 18,207 $436K 0.02% +7,843 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 17,449 $418K <0.01% +4,974 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 17,384 $417K <0.01% +3,528 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 17,372 $416K 0.03% new 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 17,367 $416K <0.01% -1,195 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 16,926 $406K <0.01% +488 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,667 $400K <0.01% -1,391 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 16,537 $398K 0.01% -5,533 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,221 $389K <0.01% -794 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 16,099 $386K <0.01% -824 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 15,778 $378K 0.01% -688 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 15,619 $376K 0.01% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 15,462 $371K 0.01% -346 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 15,296 $367K <0.01% +410 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 15,088 $362K <0.01% -101 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 14,899 $357K <0.01% +1,603 13F-HR/A Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 14,855 $356K 0.02% 0 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14,607 $350K 0.01% +18 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 14,379 $345K <0.01% +14 13F-HR Timeline Group Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 13,986 $335K 0.18% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 13,973 $335K 0.08% +3,439 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 13,542 $325K 0.05% +163 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 13,260 $318K <0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 12,655 $303K 0.01% +2,699 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 12,275 $294K 0.07% -1,405 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 11,904 $285K <0.01% -3,139 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 11,795 $283K <0.01% +772 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,681 $280K <0.01% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,622 $279K <0.01% +377 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 11,203 $269K <0.01% -21,750 13F-HR/A Timeline Ethic Inc. More: the full row for Ethic Inc. 11,091 $266K <0.01% new 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 11,077 $266K <0.01% -341,664 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) 10,814 $259K 0.01% -3,906 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 10,710 $257K <0.01% +1,242 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 10,667 $256K 0.09% -2,985 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,408 $249K <0.01% +13 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 10,144 $243K 0.04% 0 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 9,975 $239K <0.01% 0 13F-HR Timeline Group Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 9,913 $238K <0.01% -493 13F-HR Timeline Group CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 9,750 $234K 0.02% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 9,366 $225K 0.05% -346 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,344 $224K <0.01% -1,055 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,275 $222K <0.01% -120 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,199 $220K <0.01% -395 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 8,777 $210K <0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 8,666 $208K 0.01% +859 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 8,622 $207K 0.01% -464 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,074 $170K 0.01% +1,055 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 7,029 $168K <0.01% 0 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 7,012 $168K <0.01% -72,335 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 6,800 $163K 0.04% -1,020 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,436 $154K <0.01% +1,686 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,000 $144K 0.01% -13,385 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 5,343 $128K 0.07% +4,826 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 5,237 $126K 0.06% -924 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,979 $119K 0.02% +54 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,310 $103K <0.01% -40 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 4,300 $103K <0.01% -2,962 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,133 $99K <0.01% -121 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 4,111 $98.5K 0.02% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,761 $90.2K <0.01% +254 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 3,643 $87.3K <0.01% -56 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,457 $82.9K <0.01% +2,547 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,395 $81K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,222 $77.2K 0.01% +137 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 3,000 $71.9K 0.06% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,884 $69.1K <0.01% +2,051 13F-HR/A Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 2,751 $65.9K 0.02% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,731 $65.5K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,724 $65.3K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,601 $62.3K <0.01% -61 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,519 $60K <0.01% +7 13F-HR/A Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,200 $52.7K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,176 $52.2K <0.01% +101 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,100 $50.3K <0.01% +758 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 2,073 $49.7K <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,885 $45.2K <0.01% -149 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,814 $43.5K 0.01% +22 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,793 $43K <0.01% 0 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,748 $41.9K 0.02% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,600 $38.4K 0.02% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,525 $36.6K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,537 $36K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,423 $34.1K <0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,308 $31.4K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,283 $31K <0.01% -22 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,284 $30.8K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,182 $28.3K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,115 $27.7K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,125 $27K <0.01% +726 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,052 $25K <0.01% -8,519 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,035 $24.8K <0.01% 0 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,127 $24.7K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,015 $24.3K <0.01% +691 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 875 $21K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 820 $19.6K <0.01% +245 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 781 $18.7K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 765 $18.3K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 732 $18K <0.01% +9 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 722 $17.3K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 715 $17.1K <0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 667 $16K <0.01% +29 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 644 $15.4K <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. 632 $15.1K <0.01% -962 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 621 $14.9K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 602 $14.4K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 583 $14K <0.01% +65 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 522 $12.5K <0.01% +5 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 498 $11.9K 0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 476 $11.4K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 474 $11.4K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 463 $11.1K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 422 $10.1K <0.01% +212 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 422 $10.1K <0.01% +75 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 389 $9.36K <0.01% +181 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 336 $8.05K <0.01% 0 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 324 $7.77K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 326 $7.7K <0.01% -51 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 308 $7.38K <0.01% +55 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 266 $6.38K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 254 $6.09K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 249 $6K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 223 $5.34K <0.01% +14 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 216 $5.18K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 214 $5.13K <0.01% -1,104 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 202 $4.84K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 209 $4.74K <0.01% -9 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 190 $4.55K <0.01% +10 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 181 $4.34K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 165 $3.96K <0.01% -42 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 156 $3.74K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 134 $3.21K <0.01% +11 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 122 $2.92K <0.01% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 114 $2.73K <0.01% 0 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 102 $2.44K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 95 $2.28K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 74 $1.78K <0.01% +1 13F-HR Timeline Quarry LP More: the full row for Quarry LP 69 $1.65K <0.01% -50 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 65 $1.56K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 63 $1.51K <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 62 $1.49K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 60 $1.44K <0.01% 13F-HR/A Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 48 $1.15K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 48 $1.15K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 32 $768 <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 22 $527 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 19 $455 <0.01% +7 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 12 $282 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 5 $120 <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $24 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1 $24 <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 22 $0 0% -1 13F-HR Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.