Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,249 $468K 0.03% +7 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 7,172 $463K <0.01% 0 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,061 $456K 0.05% -50 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 6,975 $450K 0.01% -3,041 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,919 $447K 0.01% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,857 $443K 0.14% -100 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 6,740 $435K <0.01% -9,180 13F-HR Timeline Group SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 6,300 $407K 0.01% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 6,157 $397K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 5,855 $378K 0.03% +59 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 5,816 $375K <0.01% -64,995 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,798 $374K <0.01% +389 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,780 $373K 0.01% -983 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,748 $371K 0.01% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 5,746 $371K <0.01% new 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) 5,743 $371K 0.01% -329 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 5,729 $370K 0.09% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,720 $369K <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 5,562 $359K <0.01% new 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 5,480 $354K 0.03% -943 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 5,511 $350K <0.01% new 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,979 $321K <0.01% +241 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,968 $321K <0.01% -27 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,968 $321K <0.01% -68,297 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 4,881 $315K <0.01% -4,651 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,825 $311K 0.04% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,800 $310K <0.01% -10 13F-HR Timeline Group Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 4,762 $307K <0.01% +941 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,731 $305K <0.01% -460 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,661 $301K 0.1% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,502 $297K 0.04% +902 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,521 $292K 0.02% 0 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 4,449 $287K 0.01% -100 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 4,434 $286K <0.01% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,313 $278K 0.01% +38 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,261 $275K 0.01% +776 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 4,233 $273K 0.07% 0 13F-HR/A Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 4,228 $273K <0.01% -25 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,964 $271K 0.22% -496 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,197 $271K 0.18% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 4,070 $263K 0.07% -135 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 3,767 $243K <0.01% +133 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,702 $239K 0.02% -198 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,573 $231K <0.01% -702 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,538 $228K <0.01% +43 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,528 $228K 0.01% +757 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,503 $226K <0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,495 $226K 0.01% -39 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,451 $223K <0.01% +1,796 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,375 $219K <0.01% -478 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,210 $207K 0.01% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,148 $203K 0.05% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,104 $200K <0.01% new 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 2,900 $187K 0.03% +2,269 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,485 $160K <0.01% +366 13F-HR Timeline Group Mint Tower Capital Management B.V. More: the full row for Mint Tower Capital Management B.V. 2,422 $156K 0.02% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,364 $153K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,233 $144K <0.01% +1,159 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,188 $141K 0.01% +575 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,977 $128K <0.01% 0 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 1,885 $122K <0.01% -369 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 1,594 $103K 0.03% +352 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,592 $103K <0.01% +1,140 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,576 $102K <0.01% +594 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,510 $97.5K 0.03% -221 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,462 $94.4K 0.01% +655 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,450 $93.6K 0.04% -1,000 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,380 $89.1K 0.02% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,345 $86.8K 0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,280 $82.6K <0.01% +1,033 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,197 $77.3K <0.01% 0 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,165 $75.2K 0.03% -13 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,145 $74K <0.01% +342 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,135 $73.3K 0.02% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,066 $68.8K 0.02% +601 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,034 $66.7K <0.01% 0 13F-HR Timeline Group HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 1,000 $64.5K 0.02% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 983 $63.4K 0.05% +824 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 965 $62.3K <0.01% +48 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 936 $60.4K 0.03% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 919 $59.3K <0.01% +503 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 879 $56.7K <0.01% +195 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 868 $56K <0.01% +432 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 691 $44.6K <0.01% +318 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 625 $40.3K <0.01% +5 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 578 $37.3K <0.01% +15 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 500 $32.3K <0.01% -1,000 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 499 $32.2K <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 455 $29.4K <0.01% +267 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 403 $26K <0.01% +38 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 328 $21K <0.01% -6 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 330 $19.8K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 288 $19K <0.01% +111 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 294 $19K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 291 $18.8K <0.01% +3 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 279 $18.1K <0.01% +117 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 272 $17.6K <0.01% +23 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 245 $15.8K <0.01% +117 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 236 $15.2K <0.01% -8 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 223 $14.4K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 217 $14K <0.01% -311 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 198 $12.8K <0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 167 $11.5K <0.01% +63 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 150 $9.68K <0.01% new 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 131 $8.46K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 126 $8.13K <0.01% -87 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 122 $7.87K <0.01% +20 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 113 $7.26K <0.01% +37 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 107 $6.91K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 102 $6.58K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 84 $5.42K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 83 $5.36K <0.01% +8 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 81 $5.23K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 77 $4.97K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 75 $4.84K <0.01% -10 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 68 $4.39K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 68 $4.39K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 58 $3.74K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 56 $3.61K <0.01% +25 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 55 $3.55K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 51 $3.29K <0.01% -24,434 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 50 $3.23K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 35 $2.26K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 33 $2.13K <0.01% +12 13F-HR Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 31 $2K <0.01% 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 28 $1.81K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 23 $1.49K <0.01% +14 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 21 $1.35K <0.01% +9 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 20 $1.29K <0.01% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 18 $1.16K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 17 $1.1K <0.01% 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 20 $1K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 14 $931 <0.01% -47 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 13 $840 <0.01% +8 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 13 $840 <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10 $645 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 9 $581 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $452 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $387 <0.01% +2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5 $322 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4 $259 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4 $258 <0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $194 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $130 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $129 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $74 <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1 $69 <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3 $0 0% -4,539 13F-HR Timeline Value filed as zero, left out of ratios.