CIM, LLC More: the full row for CIM, LLC 2,745 $412K 0.06% -112 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 2,720 $408K 0.08% +193 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 2,697 $405K <0.01% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,670 $400K 0.03% -2,050 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,650 $397K 0.01% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,642 $396K 0.01% new 13F-HR Timeline Group iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,511 $377K 0.19% new 13F-HR Timeline Group RBF Capital, LLC More: the full row for RBF Capital, LLC 2,500 $375K 0.02% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 2,500 $375K 0.06% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 2,278 $342K <0.01% +94 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,214 $332K 0.05% +349 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,200 $330K <0.01% -1,455 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,192 $329K <0.01% +24 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,156 $321K <0.01% -10,307 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,102 $315K 0.01% +156 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,083 $312K <0.01% new 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,049 $307K <0.01% +93 13F-HR Timeline Group Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,947 $292K 0.15% +202 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,910 $286K <0.01% -151 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,901 $285K <0.01% 0 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 1,834 $280K 0.01% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 1,841 $276K <0.01% -773 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,823 $273K 0.06% -2,573 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,797 $270K <0.01% -39 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 1,750 $262K <0.01% -50 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,743 $261K <0.01% new 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 1,732 $260K <0.01% +332 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 1,703 $255K <0.01% new 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,603 $240K 0.02% +200 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,595 $239K <0.01% +8 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,590 $238K 0.1% +20 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,539 $231K 0.02% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,530 $229K <0.01% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,526 $229K 0.12% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,473 $221K <0.01% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,468 $220K 0.05% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,440 $216K <0.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,431 $215K <0.01% +10 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 1,372 $206K 0.01% +1 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,339 $201K <0.01% -525 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,308 $196K <0.01% +24 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 1,300 $195K <0.01% +500 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,246 $187K <0.01% +69 13F-HR Timeline Group Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 1,177 $177K 0.12% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,155 $173K 0.01% +750 13F-HR/A Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,074 $161K 0.02% -1,544 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 989 $148K 0.02% -945 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 919 $138K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 838 $126K <0.01% -65 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 755 $113K <0.01% +59 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 615 $92.2K 0.01% +133 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) 602 $90.3K <0.01% +298 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 580 $87K 0.06% +235 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 548 $82.2K 0.01% +15 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 520 $79.4K 0.01% +16 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 525 $78.7K 0.02% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 350 $52.5K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 330 $49.5K <0.01% +95 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 322 $48K <0.01% -605 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 307 $46K <0.01% +47 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 297 $44.5K <0.01% -945 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 281 $42.1K <0.01% +26 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 261 $39.1K <0.01% +38 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 257 $38.5K <0.01% +14 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 254 $38.1K <0.01% +9 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 209 $31.3K <0.01% 0 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 190 $29K <0.01% +84 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 192 $28.8K <0.01% +42 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 180 $27K 0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 173 $25K <0.01% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 149 $22K <0.01% -9 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 133 $19.9K <0.01% -127 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 114 $17K <0.01% +36 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 109 $16.3K <0.01% -177 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 104 $15.9K <0.01% +4 13F-HR/A Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 102 $15.3K <0.01% +77 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 100 $15K <0.01% new 13F-HR/A Timeline Group Key Financial Inc More: the full row for Key Financial Inc 99 $14.8K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 94 $14.5K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 100 $12.8K <0.01% -122 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 83 $12.4K <0.01% +6 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 64 $9.6K <0.01% +14 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 63 $9.45K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 58 $8.7K <0.01% +5 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 56 $8.4K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 54 $8.1K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 50 $7.35K <0.01% -23 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 49 $7.35K <0.01% +17 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 43 $6.45K <0.01% +4 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 41 $6.15K <0.01% +11 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 39 $5.82K <0.01% -149 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 38 $5.7K <0.01% -3 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 37 $5.55K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 40 $5.5K <0.01% +15 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. 36 $5.4K <0.01% 0 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 39 $5K <0.01% +24 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 32 $4.8K <0.01% +2 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 29 $4.42K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 28 $4.2K <0.01% -1,824 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 25 $3.75K 0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 21 $3.15K <0.01% -1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 18 $2.7K <0.01% 0 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 16 $2.4K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 15 $2.25K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 14 $2.1K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 13 $1.95K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10 $1.5K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 10 $1.5K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 10 $1.5K <0.01% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 9 $1.35K <0.01% -9 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 9 $1.35K <0.01% 0 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7 $1.05K <0.01% +5 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6 $900 <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 6 $900 <0.01% -104 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 5 $750 <0.01% 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3 $450 <0.01% new 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3 $450 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3 $450 <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3 $450 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3 $450 <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $300 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2 $300 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $300 <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $300 <0.01% -9 13F-HR Timeline Amount filed as zero, left out of ratios. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1 $150 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $150 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1 $150 <0.01% -1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $150 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $149 <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -34 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline 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.