PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,963 $1.15M 0.01% +266 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,954 $1.15M <0.01% +561 13F-HR Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 2,761 $1.07M <0.01% -88 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,633 $1.02M 0.03% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 2,628 $1.02M 0.62% -200 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 2,532 $983K 0.09% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,468 $959K 0.01% +1,724 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 2,435 $945K new Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,398 $931K <0.01% -67,399 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,396 $930K <0.01% -10,506 13F-HR Timeline Group Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,345 $910K 0.16% new 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,332 $905K 0.14% new 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 2,320 $901K <0.01% +783 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,252 $874K 0.22% -14 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,214 $859K <0.01% +1,061 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 2,207 $857K 0.35% +65 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 2,207 $857K 0.1% new 13F-HR Timeline TWO SIGMA ADVISERS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA ADVISERS, LP 2,200 $854K <0.01% new 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,198 $853K 0.02% -12,528 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 2,105 $817K +1,113 Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,100 $815K 0.33% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,083 $809K 0.01% -5,695 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,064 $801K <0.01% +104 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $800K 0.64% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 1,976 $767K 0.58% +155 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 1,947 $756K <0.01% -7,628 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,936 $752K 0.06% new 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 1,919 $745K 0.01% -101 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,914 $743K 0.01% +1,122 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,814 $704K 0.01% +39 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 1,786 $693K 0.49% +554 13F-HR/A Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 1,780 $691K 0.32% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,753 $681K 0.01% -82 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,732 $672K 0.07% -1 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,728 $671K 0.05% +341 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,723 $669K 0.17% +324 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,715 $666K <0.01% +1,157 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,701 $660K 0.02% new 13F-HR Timeline Group SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,700 $660K 0.09% new 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,561 $635K 0.08% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,602 $622K 0.01% +232 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,600 $621K 0.04% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,572 $610K 0.02% -2 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,565 $608K <0.01% -84 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,562 $606K <0.01% -153 13F-HR Timeline Group JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 1,539 $598K <0.01% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,539 $598K 0.31% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,497 $581K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,470 $571K <0.01% +28 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1,462 $568K 0.33% new 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 1,456 $565K 0.71% new 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,448 $562K <0.01% -142 13F-HR Timeline Group MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 1,423 $552K 0.09% -25,018 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,416 $550K <0.01% -48 13F-HR Timeline Group WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 1,400 $544K 0.39% +600 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 1,384 $537K 0.05% +629 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,357 $527K <0.01% +413 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 1,350 $524K 0.01% -100 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,325 $514K 0.01% -2,455 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,307 $507K 0.02% +26 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,297 $504K <0.01% -3,114 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,296 $503K 0.01% +1,293 13F-HR/A Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,283 $498K 0.01% -2,644 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,282 $498K 0.01% +34 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,276 $496K <0.01% +526 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,255 $487K <0.01% +2 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,253 $486K 0.03% -28 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,245 $483K 0.01% new 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,235 $480K 0.02% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,230 $478K 0.07% +357 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,222 $474K <0.01% new 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,222 $474K 0.07% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 1,215 $472K <0.01% +34 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,198 $465K <0.01% -267 13F-HR Timeline Group Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,186 $461K 0.21% +1 13F-HR Timeline Ilex Capital Partners (UK) LLP More: the full row for Ilex Capital Partners (UK) LLP 1,177 $457K 0.01% -968 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,156 $449K 0.02% -6 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,143 $444K 0.07% -14 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,129 $438K 0.03% +128 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,128 $438K <0.01% new 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 1,109 $431K 0.32% +57 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,087 $422K <0.01% +5 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,083 $421K <0.01% +225 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 1,065 $413K 0.27% -38 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,055 $410K 0.01% new 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 1,051 $408K 0.07% +154 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 1,046 $406K 0.19% +11 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,048 $406K 0.03% +60 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 1,024 $398K 0.02% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,021 $394K <0.01% -1,984 13F-HR Timeline Group Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,007 $390K 0.05% +199 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 973 $381K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 981 $381K <0.01% +146 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 976 $379K <0.01% +165 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 969 $376K <0.01% -699 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 979 $374K 0.01% +79 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 958 $372K 0.01% -7 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 957 $372K 0.01% +101 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 951 $369K <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) 948 $368K 0.01% +69 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 937 $364K 0.01% +143 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 985 $360K 0.01% new 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 925 $360K 0.1% 0 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 928 $360K <0.01% new 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 925 $359K 0.02% +228 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 907 $352K <0.01% new 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 894 $347K <0.01% new 13F-HR Timeline Group Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 884 $343K 0.08% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 879 $341K 0.02% -51 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 866 $336K 0.02% +109 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 854 $332K 0.01% -13 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 853 $331K <0.01% -24 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 848 $329K 0.03% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 846 $328K 0.01% +41 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 843 $328K <0.01% -22 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 837 $325K <0.01% +340 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 835 $324K <0.01% -57 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 833 $323K <0.01% -668 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 818 $318K 0.01% -37 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 815 $316K +3 Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 756 $315K 0.03% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 797 $310K <0.01% new 13F-HR Timeline Group B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 775 $301K <0.01% +70 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 753 $292K 0.02% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 748 $290K <0.01% 0 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 746 $290K <0.01% -52 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 745 $289K 0.02% 0 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/ 742 $288K <0.01% -52 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 740 $287K 0.02% -1,191 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 696 $270K 0.02% +167 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 682 $265K <0.01% -21,292 13F-HR Timeline Group Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 679 $264K 0.19% +122 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 669 $260K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 669 $260K 0.02% +273 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 664 $258K 0.01% +50 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 646 $251K 0.17% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 643 $250K 0.01% 0 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 643 $250K <0.01% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 629 $244K 0.04% +39 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 621 $241K 0.01% -129 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 619 $240K 0.11% -376 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 617 $240K 0.01% +22 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 613 $238K 0.11% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 611 $237K 0.01% +34 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 609 $237K <0.01% +103 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 608 $236K <0.01% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 607 $236K <0.01% +8 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 605 $235K 0.07% new 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 602 $234K 0.19% -62 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 600 $233K 0.03% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 600 $233K 0.04% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 599 $233K 0.07% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 593 $230K <0.01% +7 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 589 $229K 0.01% 0 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 585 $227K <0.01% +27 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 581 $226K 0.06% -4 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 575 $223K 0.03% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 574 $223K <0.01% -31 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 580 $222K 0.02% new 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 568 $221K 0.02% +30 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 565 $219K <0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 562 $218K 0.03% -8 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 553 $215K <0.01% -58 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 550 $214K 0.01% new 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 550 $214K 0.06% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 544 $211K <0.01% +77 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 541 $210K <0.01% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 525 $204K 0.08% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 520 $202K 0.01% +23 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 520 $202K <0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 519 $202K <0.01% -15 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 519 $202K <0.01% -1 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 472 $185K <0.01% +40 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 457 $177K 0.01% +84 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 430 $167K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 415 $161K <0.01% +220 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 414 $161K <0.01% +70 13F-HR/A Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 405 $157K 0.02% -491 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 399 $155K <0.01% +91 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 390 $151K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 379 $147K 0.01% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 361 $140K <0.01% -29 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 349 $136K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 298 $116K <0.01% -3 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 294 $114K <0.01% -332 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 269 $104K 0.01% -50 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 269 $104K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 260 $101K <0.01% -6 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 243 $94.3K 0.01% +176 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 220 $85.4K 0.01% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 201 $78K 0.02% 0 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. 200 $78K <0.01% -14 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 187 $73K <0.01% +169 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 171 $67.5K <0.01% +11 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 170 $66K <0.01% 0 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 167 $64.8K 0.01% -5 13F-HR Timeline Quarry LP More: the full row for Quarry LP 167 $64.8K 0.02% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 166 $64.5K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 131 $50.9K 0.01% -16 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 128 $49.7K <0.01% +60 13F-HR Timeline Group