1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 6,489 $276K 0.1% +1,626 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,424 $273K <0.01% -2,162 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 6,285 $267K 0.06% new 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 6,044 $257K -251,267 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,002 $255K <0.01% -2,512 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,988 $254K <0.01% -874 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 5,862 $249K <0.01% +1,446 13F-HR Timeline Group Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 5,855 $249K 0.06% -50 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,767 $245K 0.02% -149 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 5,710 $243K <0.01% -1,273 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 5,543 $235K <0.01% new 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,501 $234K 0.01% -535 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 5,393 $229K <0.01% -6,914 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,069 $215K 0.06% -4,596 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 5,035 $214K <0.01% +511 13F-HR Timeline Group K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 5,000 $212K 0.03% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,956 $211K <0.01% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,932 $210K <0.01% -32,420 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,921 $209K 0.03% +318 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 4,911 $209K <0.01% 0 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 4,790 $203K <0.01% -8,631 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 4,700 $200K <0.01% 0 13F-HR/A Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,698 $200K <0.01% +23 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,284 $182K <0.01% -8 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,986 $169K <0.01% new 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,532 $150K <0.01% +225 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,463 $147K 0.16% -2,615 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,192 $136K <0.01% -258 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,788 $130K 0.01% -1,841 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 3,000 $127K 0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,989 $127K <0.01% 0 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,616 $111K <0.01% -1,899 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,430 $105K 0.03% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,317 $98.4K <0.01% +477 13F-HR/A Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2,117 $89.9K <0.01% +553 13F-HR Timeline Group Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 2,100 $89.2K 0.07% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,486 $63.1K <0.01% +151 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,240 $60.2K 0.04% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,409 $59.9K <0.01% +12 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,361 $57.8K <0.01% +55 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,291 $54.8K <0.01% +155 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,282 $54.5K 0.02% -268 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,282 $54.5K 0.01% -268 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,034 $43.9K 0.04% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 997 $42.4K <0.01% +17 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 941 $40K <0.01% +422 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 910 $38.2K <0.01% -250 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 888 $37.7K <0.01% +276 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 865 $36.7K <0.01% -2,808 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 846 $35.9K <0.01% -51 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 822 $34.9K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 800 $34K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 770 $32.7K 0.02% -45 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 700 $29.7K 0.01% 0 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) 660 $28K <0.01% -337 13F-HR Timeline Group SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 650 $27.6K 0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 645 $27.4K 0.02% -6 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 619 $26.3K <0.01% +213 13F-HR/A Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 617 $25.9K 0.02% -95 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 560 $23.8K <0.01% -160 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 520 $22.1K <0.01% +5 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 475 $20.2K <0.01% +45 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 484 $20.1K <0.01% +60 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 430 $18.3K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 423 $18K 0.01% -222 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 410 $17.4K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 406 $17.2K <0.01% +175 13F-HR/A Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 400 $17K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 400 $17K <0.01% 0 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 317 $13.5K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 286 $12.1K <0.01% +193 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 266 $11.3K <0.01% +244 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 241 $10.2K <0.01% +11 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 208 $8.73K <0.01% -382 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 205 $8.71K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 200 $8.5K <0.01% 0 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 $8.28K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 191 $8.11K <0.01% -8 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 179 $7.58K <0.01% +12 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 171 $7.26K <0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 154 $6.54K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 152 $6.46K <0.01% +125 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 148 $6.3K <0.01% -4,311 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 143 $5.93K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 135 $5.74K <0.01% +74 13F-HR Timeline Group Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 100 $4.25K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 81 $3.44K <0.01% -14 13F-HR Timeline City State Bank More: the full row for City State Bank 75 $3.19K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 61 $2.59K <0.01% +16 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 61 $2.59K <0.01% new 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 60 $2.55K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 59 $2.51K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 57 $2.42K <0.01% +46 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 37 $2K <0.01% -460 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 47 $2K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 43 $1.83K <0.01% +12 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 33 $1.4K <0.01% +3 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 31 $1.32K <0.01% +25 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 30 $1.27K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 28 $1.19K <0.01% -7 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 23 $977 <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 21 $892 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 21 $892 <0.01% +11 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 18 $765 <0.01% -10 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 17 $722 <0.01% +5 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 15 $637 <0.01% -74 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 15 $637 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 14 $595 <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 12 $510 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $510 <0.01% +4 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 12 $510 <0.01% +4 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 11 $467 <0.01% new 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $425 <0.01% +5 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 9 $383 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $297 <0.01% -2 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 6 $255 <0.01% -1 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 5 $212 <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5 $202 <0.01% +3 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 4 $170 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $170 <0.01% -2 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $109 <0.01% -1 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2 $85 <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $42 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1 $42 <0.01% -50 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6 $0 0% -4 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.