CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,515 $415K <0.01% +366 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 3,496 $413K <0.01% +1,578 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,315 $392K 0.05% +691 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,142 $371K <0.01% +837 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,028 $358K 0.03% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,990 $353K <0.01% +52 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,844 $336K <0.01% +139 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 2,823 $333K 0.04% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 2,637 $311K 0.01% +105 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,593 $306K 0.02% +219 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 2,400 $283K <0.01% -500 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,389 $282K <0.01% +81 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,373 $280K <0.01% +224 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 2,341 $276K <0.01% new 13F-HR Timeline Group Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 2,428 $275K 0.02% -1,885 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 2,324 $274K <0.01% new 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,314 $273K <0.01% -251 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,300 $271K <0.01% 0 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,263 $267K <0.01% +468 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,248 $266K 0.03% -1,614 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,210 $261K <0.01% -673 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,181 $258K <0.01% +125 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 2,154 $254K <0.01% 0 13F-HR/A Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,133 $252K 0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,092 $245K <0.01% +321 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,032 $240K 0.02% +4 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,015 $238K 0.04% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 2,013 $238K <0.01% 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 2,000 $236K <0.01% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,998 $236K 0.01% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,989 $235K <0.01% +164 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,983 $234K 0.04% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,976 $233K <0.01% new 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,970 $233K 0.02% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,943 $229K 0.01% -938 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,913 $226K 0.02% -223 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 1,895 $224K 0.02% +1,513 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,884 $222K <0.01% new 13F-HR/A Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,822 $215K 0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,776 $210K <0.01% -1,101 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 1,767 $209K 0.04% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,767 $209K 0.05% +754 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,758 $208K 0.01% new 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 1,694 $200K 0.02% -49 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,500 $177K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,075 $127K <0.01% +1,045 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,029 $122K <0.01% +124 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,006 $119K <0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 967 $114K <0.01% +305 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 917 $108K <0.01% +26 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 855 $101K <0.01% +7 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 778 $91.9K <0.01% +88 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 765 $90.4K <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 672 $79.4K <0.01% -905 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 639 $72.6K <0.01% +62 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 575 $67.9K <0.01% +37 13F-HR Timeline Group Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 572 $67.6K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 559 $66K <0.01% -111 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 537 $63.4K <0.01% -4 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 516 $61.1K <0.01% +29 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 423 $50K <0.01% +24 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 421 $49.7K <0.01% -6 13F-HR/A Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 400 $47.1K <0.01% +398 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 274 $32.4K <0.01% +101 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 196 $31.8K 0.02% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 244 $28.8K <0.01% -832 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 242 $28.6K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 234 $27.6K <0.01% +1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 219 $25.9K <0.01% +51 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 198 $23.4K <0.01% +141 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 198 $23.4K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 203 $23K <0.01% +49 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 186 $22K <0.01% +10 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 179 $21.1K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 165 $19.5K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 156 $18.4K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 136 $16.1K <0.01% -47 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 129 $15.2K <0.01% +2 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 117 $13.8K <0.01% -13 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 108 $12.8K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 88 $10.4K <0.01% -35 13F-HR/A Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 85 $10K <0.01% +16 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 71 $8.39K <0.01% +58 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 56 $7.45K <0.01% +20 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 62 $7.32K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 58 $6.85K <0.01% +2 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 54 $6.38K <0.01% +14 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 49 $6K <0.01% -39 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 39 $4.61K <0.01% +5 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 35 $4.13K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 34 $4.02K <0.01% -36 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 31 $3.66K <0.01% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 31 $3.66K <0.01% +12 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 30 $3.54K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 29 $3.42K <0.01% +2 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 27 $3.19K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 25 $2.96K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 24 $2.83K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 23 $2.72K <0.01% -1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 18 $2.13K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 17 $2.01K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 17 $2.01K <0.01% +13 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 16 $1.89K <0.01% -102 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 16 $1.89K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 15 $1.77K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 12 $1.42K <0.01% +5 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 11 $1.3K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10 $1.18K <0.01% -100 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 10 $1.18K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 10 $1.18K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5 $590 <0.01% +3 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 4 $473 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $355 <0.01% +1 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3 $354 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $354 <0.01% +2 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3 $354 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $236 <0.01% +1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1 $118 <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1 $118 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1 $118 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $118 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $118 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.