M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 15,013 $397K <0.01% -117 13F-HR/A Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 14,731 $390K <0.01% 0 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 14,273 $378K 0.04% -3,605 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,095 $374K <0.01% -819 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 14,110 $372K <0.01% -114,928 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 14,042 $372K <0.01% -28 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 13,911 $369K <0.01% +2,179 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 13,687 $363K <0.01% +68 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 13,588 $360K <0.01% -2,089 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 12,969 $344K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12,834 $340K 0.01% +11,839 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 12,216 $324K 0.01% 0 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 12,020 $319K 0.03% +1,069 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 11,957 $317K <0.01% 0 13F-HR/A Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,732 $311K 0.01% +285 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 11,557 $306K <0.01% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 11,486 $304K 0.21% new 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 11,300 $299K 0.01% new 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 11,220 $297K <0.01% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,018 $292K <0.01% +1,889 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 10,887 $289K 0.2% -2,107 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,827 $287K <0.01% -105 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 10,459 $277K <0.01% new 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) 10,329 $274K 0.01% +2,811 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 10,257 $272K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,796 $260K <0.01% -3,318 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 9,586 $259K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,608 $255K 0.01% +588 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 9,347 $248K 0.09% -86 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 9,215 $244K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,048 $240K <0.01% +366 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,979 $238K <0.01% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 8,888 $236K <0.01% -95,316 13F-HR/A Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,878 $235K 0.01% -255 13F-HR/A Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 8,808 $233K 0.01% -137,123 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,712 $231K <0.01% new 13F-HR Timeline Group CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 8,604 $228K 0.01% new 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 8,500 $225K 0.08% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,363 $222K 0.01% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 8,139 $216K <0.01% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,721 $209K <0.01% -925 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 7,721 $205K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,656 $203K <0.01% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 7,605 $202K <0.01% 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,839 $155K <0.01% +799 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,759 $153K 0.02% +74 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,441 $144K 0.01% +5,412 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,644 $123K <0.01% +1,255 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,756 $122K <0.01% +1,477 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 4,422 $117K 0.01% -105 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,383 $116K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,581 $94.9K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,428 $90.8K 0.01% +144 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,219 $85.3K <0.01% +231 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,084 $81.7K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,084 $81.7K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,370 $63.2K <0.01% +31 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,354 $62.4K <0.01% +70 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,805 $47.8K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,789 $47.4K <0.01% +134 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,610 $42.7K <0.01% +686 13F-HR/A Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,591 $42.2K <0.01% -25 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,602 $42K <0.01% 0 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,482 $39.5K 0.02% +11 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,428 $38.7K <0.01% +458 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,337 $34.3K <0.01% -2,391 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,204 $31.9K <0.01% -156 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,192 $31.6K <0.01% -18 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,153 $30.6K <0.01% +798 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,067 $28.3K <0.01% +460 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 959 $25.4K <0.01% +2 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 800 $21.2K <0.01% +16 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 791 $21K <0.01% +572 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 737 $19.5K <0.01% +59 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 718 $19K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 705 $18.8K <0.01% -256 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 692 $18.3K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 588 $15.6K <0.01% -97 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 392 $10.4K <0.01% +96 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 382 $10.1K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 363 $9.62K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 362 $9.59K <0.01% -137 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 349 $9.25K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 331 $9K <0.01% -99 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 335 $8.93K <0.01% +4 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 542 $8.92K <0.01% -3 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 255 $6.76K <0.01% +30 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 192 $5.96K <0.01% +6 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 218 $5.78K <0.01% +176 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 189 $5.16K <0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 157 $4.16K <0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 146 $3.87K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 132 $3.5K <0.01% -416 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 114 $3.03K <0.01% new 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 114 $3.02K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 110 $2.92K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 109 $2.88K <0.01% +10 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 104 $2.76K <0.01% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 97 $2.57K <0.01% +28 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 95 $2.52K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 80 $2.12K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 76 $2.01K <0.01% -450 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 75 $1.98K <0.01% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 70 $1.85K <0.01% -238 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 57 $1.51K <0.01% +37 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 53 $1.41K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 53 $1K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 36 $954 <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 35 $928 <0.01% +10 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 33 $875 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 31 $822 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 31 $822 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 26 $689 <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 25 $663 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 23 $610 <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 21 $563 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 21 $557 <0.01% +9 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 20 $530 <0.01% 0 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 10 $265 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 9 $239 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $157 <0.01% -1 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 5 $133 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 4 $106 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $27 <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 9 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.