Interval Partners, LP More: the full row for Interval Partners, LP 28,892 $533K 0.01% -128,346 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 27,680 $511K <0.01% +2,821 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 25,495 $471K <0.01% +7,454 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 24,768 $457K <0.01% new 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 23,760 $439K 0.01% +477 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 22,623 $418K <0.01% +10,937 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 22,583 $417K <0.01% +500 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 21,740 $401K <0.01% +3,639 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 20,300 $375K 0.24% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 19,656 $363K 0.06% +2,903 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 19,352 $357K <0.01% -4,659 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 19,194 $354K 0.01% -1,321 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 18,974 $350K <0.01% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 18,871 $348K <0.01% -3,283 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 18,680 $345K 0.02% +14,296 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 18,512 $342K <0.01% +370 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 18,071 $334K 0.02% new 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 17,867 $330K 0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 16,955 $313K <0.01% -10,656 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 15,816 $292K <0.01% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 15,493 $286K <0.01% -31 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 14,800 $273K 0.04% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 14,678 $271K 0.01% +1,831 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 14,631 $270K <0.01% +3,107 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 14,205 $262K 0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,967 $258K <0.01% +863 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 13,204 $244K 0.01% 0 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 13,139 $243K <0.01% -148,204 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 12,430 $229K <0.01% +96 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 11,876 $219K <0.01% +197 13F-HR/A Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 11,796 $218K <0.01% new 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 11,426 $211K 0.11% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,372 $210K <0.01% new 13F-HR Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 11,276 $208K +7,421 Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 11,247 $208K <0.01% new 13F-HR Timeline Group OneAscent Investment Solutions LLC in group OneAscent Financial Services … More: the full row for OneAscent Investment Solutions LLC 10,019 $185K 0.2% new 13F-HR Timeline Group ADAGE CAPITAL PARTNERS GP, L.L.C. in group ADAGE CAPITAL PARTNERS GP, L.… More: the full row for ADAGE CAPITAL PARTNERS GP, L.L.C. 10,000 $185K <0.01% -20,000 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,753 $180K 0.01% +6,354 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 9,163 $169K <0.01% -1,780 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 8,987 $166K 0.07% -1,233 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 7,847 $145K 0.08% +1,489 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,480 $138K <0.01% -30 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 6,429 $119K 0.01% 0 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 6,382 $118K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,647 $106K <0.01% +1,619 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 5,432 $100K <0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,218 $96.3K <0.01% -977 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,191 $95.8K <0.01% +161 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,989 $92.1K 0.04% -383 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 4,976 $91K <0.01% -4,018 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,510 $83.3K <0.01% +177 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,360 $80.5K <0.01% +1,297 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,587 $66.2K 0.01% -3,391 13F-HR 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. 3,270 $60K <0.01% +759 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,969 $54.8K 0.04% -9,044 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,377 $43.9K 0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,140 $39.5K <0.01% +610 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,920 $35.4K 0.01% +493 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,838 $33.9K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,719 $31.7K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,620 $29.9K <0.01% +596 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,600 $29.5K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,573 $29.5K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,513 $27.9K <0.01% +97 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,509 $27.9K <0.01% +75 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,286 $24.2K <0.01% +715 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,225 $22.6K <0.01% +23 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,145 $21.1K <0.01% -5,177 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,063 $19.6K <0.01% -237 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,005 $18.6K <0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 800 $14.8K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 789 $14.6K <0.01% +779 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 763 $14.1K <0.01% new 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 708 $13.1K <0.01% -164 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 705 $13K <0.01% -4,394 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 629 $11.6K <0.01% +122 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 627 $11.6K <0.01% -18,274 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 620 $11.4K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 619 $11.4K <0.01% +252 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 615 $11.4K <0.01% 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. 543 $10.3K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 493 $9.95K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 509 $9.4K <0.01% +324 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 500 $9.23K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 500 $9.23K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 395 $7.29K <0.01% +49 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 352 $7K <0.01% -197 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 342 $6.31K <0.01% +47 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 286 $5.28K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 272 $5.02K <0.01% -106 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 216 $3.99K <0.01% +79 13F-HR/A Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 194 $3.58K <0.01% new 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 188 $3.47K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 184 $3.4K <0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 176 $3.25K <0.01% -274 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 175 $3.23K <0.01% +30 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 156 $2.88K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 146 $2.7K <0.01% +109 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 136 $2.51K <0.01% +74 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 135 $2.49K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 135 $2.49K <0.01% -409 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 125 $2.31K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 120 $2.21K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 112 $2.07K <0.01% +58 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 105 $1.94K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 100 $1.85K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 99 $1.83K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 95 $1.75K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 65 $1.2K <0.01% 0 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 60 $1.11K <0.01% +10 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 59 $1.09K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 48 $886 <0.01% +7 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 41 $757 <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 34 $628 <0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 33 $609 <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 30 $562 <0.01% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 29 $535 <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 28 $517 <0.01% -247 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 26 $480 <0.01% 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 25 $462 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $462 <0.01% +16 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 20 $370 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 20 $370 <0.01% +13 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 19 $351 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 15 $277 <0.01% new 13F-HR Timeline Group GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 14 $259 <0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 14 $259 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 13 $239 <0.01% +10 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 11 $204 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 9 $167 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5 $92 <0.01% new 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $38 <0.01% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1 $19 <0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1 $18 <0.01% 13F-HR Timeline