HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,795 $505K <0.01% +1,198 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,703 $492K <0.01% -1,465 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,636 $483K <0.01% +942 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 3,584 $476K <0.01% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,578 $476K 0.02% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,448 $458K 0.01% new 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 3,400 $452K 0.05% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,196 $425K <0.01% +2,945 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,396 $422K 0.01% +176 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,129 $416K <0.01% +16 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,112 $414K 0.17% 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,040 $404K 0.02% -99 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,009 $400K <0.01% 0 13F-HR Timeline Group Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 2,992 $398K 0.04% +568 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,787 $371K 0.01% +98 13F-HR Timeline Group Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,703 $359K 0.06% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,580 $343K 0.01% -253 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,575 $342K <0.01% +26 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 2,565 $341K 0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,512 $334K <0.01% -82 13F-HR Timeline CIBC WORLD MARKETS CORP More: the full row for CIBC WORLD MARKETS CORP 2,492 $331K <0.01% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,451 $326K 0.16% +136 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,437 $324K 0.01% +131 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,403 $319K <0.01% +207 13F-HR Timeline Group Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 2,400 $319K 0.01% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,350 $312K 0.02% -1,160 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,248 $299K 0.02% -642 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,235 $297K 0.01% -760 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,226 $296K 0.02% +90 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,171 $289K <0.01% new 13F-HR Timeline KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 2,171 $289K <0.01% +370 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,164 $288K 0.09% +12 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) 2,151 $286K 0.01% +1,533 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,150 $286K <0.01% 0 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,124 $282K <0.01% +155 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 2,065 $275K 0.09% +317 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,046 $272K 0.24% new 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 2,022 $269K 0.04% -20 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,007 $267K 0.02% 0 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 2,000 $266K 0.21% -2,600 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,000 $266K <0.01% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,962 $261K <0.01% -24 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,935 $257K 0.01% -2,521 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,927 $256K <0.01% 0 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,922 $256K 0.01% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 1,922 $256K <0.01% +185 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,897 $252K 0.05% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,830 $243K 0.05% new 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,822 $242K 0.12% +132 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 1,803 $240K 0.01% +5 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,781 $237K 0.01% +205 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,767 $235K <0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,720 $229K <0.01% new 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,624 $216K 0.01% new 13F-HR/A Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,622 $216K <0.01% +451 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 1,622 $216K <0.01% +451 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,584 $211K <0.01% +201 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,575 $209K 0.18% 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,527 $203K 0.01% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,526 $203K <0.01% -907 13F-HR Timeline Foundry Partners, LLC More: the full row for Foundry Partners, LLC 1,511 $201K 0.01% -780 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,374 $183K 0.02% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,267 $168K <0.01% +476 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 1,221 $162K 0.02% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,149 $153K 0.02% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,062 $141K 0.01% -71 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 855 $114K <0.01% +359 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 851 $113K <0.01% -5,298 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 808 $107K <0.01% -248 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 733 $97K <0.01% -110 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 667 $88.3K 0.01% +493 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 609 $81K <0.01% -11 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 605 $80.4K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 583 $77.5K 0.01% -23 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 530 $70.5K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 517 $68.7K 0.04% -61 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 515 $68.5K 0.01% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 500 $66K <0.01% 0 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 400 $53.2K 0.03% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 414 $52.9K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 380 $50.5K <0.01% +26 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 373 $49.6K 0.02% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 372 $49.5K 0.01% -80 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 290 $38.6K -1,399 Timeline Covestor Ltd More: the full row for Covestor Ltd 279 $37K 0.02% -157 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 274 $36.4K <0.01% -16 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 250 $33.2K 0.03% 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 155 $20.6K <0.01% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 100 $13.3K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 90 $12K <0.01% -1 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 87 $11.6K <0.01% +25 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 87 $11.6K <0.01% -30 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 84 $11.2K <0.01% -563 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 84 $11K <0.01% +37 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 74 $9.84K <0.01% new 13F-HR/A Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 84 $9.76K 0.01% +12 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 84 $9.76K 0.01% +12 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 67 $8.91K <0.01% -34 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 53 $7.05K <0.01% 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 36 $6.88K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 50 $6.65K <0.01% new 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 50 $6.65K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 48 $6.38K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 47 $6.25K <0.01% +3 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 44 $5.85K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 41 $5.45K <0.01% +36 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 40 $5.32K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 39 $5.18K <0.01% +30 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 38 $5.05K <0.01% +3 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 38 $5.05K <0.01% +22 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 37 $4.92K <0.01% -7 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 31 $4K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 29 $3.86K <0.01% +3 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 26 $3.46K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 19 $2.53K <0.01% 0 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 19 $2.53K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 14 $1.86K <0.01% +2 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 13 $1.73K <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 12 $1.6K <0.01% +8 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 12 $1.59K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11 $1.51K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9 $1.2K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 9 $1.2K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8 $1.06K <0.01% +5 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 9 $1K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 7 $1K <0.01% 0 13F-HR/A Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 5 $857 <0.01% new 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6 $798 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5 $665 <0.01% 0 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5 $662 <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3 $399 <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $266 <0.01% -1 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 100 $133 <0.01% 0 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $133 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1 $133 <0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 0 $0 0% -1,559 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.