Utah Retirement Systems More: the full row for Utah Retirement Systems 4,911 $259K <0.01% -900 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,839 $256K 0.02% -4,258 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,816 $254K <0.01% -229 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,680 $253K <0.01% +1,016 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,756 $251K <0.01% new 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,612 $243K <0.01% -1,321 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 4,587 $242K 0.01% -528 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,539 $240K <0.01% +150 13F-HR Timeline Group King Wealth Management Group More: the full row for King Wealth Management Group 4,500 $238K 0.03% 0 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 4,500 $237K <0.01% +4,500 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 4,416 $233K <0.01% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,280 $226K <0.01% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,090 $216K 0.02% -550 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 4,083 $216K <0.01% new 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 4,000 $211K <0.01% new 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,921 $207K <0.01% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,900 $206K 0.13% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,900 $206K 0.04% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,895 $206K 0.01% -170 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,652 $193K <0.01% +595 13F-HR Timeline Group Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 3,335 $176K 0.01% new 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 3,162 $167K 0.06% 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,100 $164K 0.12% -145,638 13F-HR/A Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 3,000 $158K 0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,989 $158K <0.01% 0 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,729 $144K 0.07% +1,641 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,289 $121K <0.01% -162 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 2,107 $111K 0.02% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,941 $100K <0.01% +17 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,830 $96.6K <0.01% +59 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,588 $83.8K <0.01% +873 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,581 $83.4K 0.04% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,435 $75.7K <0.01% +170 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 1,420 $74.9K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,293 $68.2K <0.01% +170 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,234 $65.1K <0.01% +390 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) 1,122 $59.2K <0.01% -821 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,091 $57.6K <0.01% -78 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,063 $56K <0.01% new 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,034 $54.6K 0.05% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,003 $52.9K <0.01% +85 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 947 $50K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 917 $48.4K <0.01% -753 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 900 $47.5K 0.03% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 834 $44K <0.01% -793 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 823 $43.4K <0.01% +404 13F-HR/A Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 822 $43.4K <0.01% -2,254 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 815 $43K 0.03% -60 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 810 $42.8K <0.01% +11 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 803 $42.4K <0.01% +7 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 800 $42.2K 0.03% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 779 $41K 0.02% -892 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 700 $36.9K 0.01% new 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 632 $33K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 518 $27.3K <0.01% +51 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 510 $26.9K <0.01% +5 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 500 $26.4K <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 434 $22.9K <0.01% +400 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 430 $22.7K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 430 $22.7K <0.01% -86 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 424 $22K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 410 $21.6K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 400 $21.1K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 400 $21.1K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 382 $20.2K <0.01% -207 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 366 $19.3K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 370 $18.2K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 338 $17.8K <0.01% +46 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 317 $16.7K <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 300 $15.8K <0.01% -137 13F-HR/A Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 296 $15.6K <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 295 $15.6K <0.01% new 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 277 $14.6K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 255 $13.5K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 250 $13.2K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 221 $11.7K <0.01% -19 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 217 $11.5K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 200 $10.6K <0.01% new 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 195 $10.3K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 181 $9.55K <0.01% +14 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 168 $8.87K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 167 $8.81K <0.01% -125 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 164 $8.64K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 157 $8.29K <0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 154 $8.13K 0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 150 $7.92K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 150 $7.92K <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 143 $7.41K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 115 $6.07K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 100 $5.28K <0.01% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 99 $5.22K <0.01% -553,544 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 84 $4.43K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 75 $3.96K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 75 $3.96K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 69 $3.64K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 61 $3.22K <0.01% 0 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 57 $3.02K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 72 $3K <0.01% +18 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 50 $2.64K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 46 $2.43K <0.01% +1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 45 $2.38K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 43 $2.27K <0.01% new 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 42 $2.22K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 35 $1.8K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 33 $1.74K <0.01% +2 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 33 $1.74K <0.01% +7 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 32 $1.69K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 31 $1.64K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Trust, Inc. More: the full row for Blue Trust, Inc. 28 $1.48K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 24 $1.27K <0.01% +12 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 23 $1.21K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 22 $1.16K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 10 $1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 15 $792 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 14 $739 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 12 $634 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 12 $633 <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 12 $633 <0.01% -44 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 11 $629 <0.01% +4 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10 $528 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 7 $370 <0.01% +4 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 6 $317 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $317 <0.01% +3 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 6 $317 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $317 <0.01% +2 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $264 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $263 <0.01% +2 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 4 $211 <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2 $106 <0.01% -67 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $53 <0.01% new 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $53 <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 15 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.