KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 13,704 $202K <0.01% -1,060 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 13,279 $196K 0.01% -52,613 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 13,173 $194K <0.01% -378 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 13,140 $194K 0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 13,030 $192K <0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 12,976 $192K 0.01% -995 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 12,991 $192K 0.01% -159 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 12,778 $188K 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 12,662 $187K <0.01% -19,327 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 12,553 $185K <0.01% +555 13F-HR Timeline Group Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 11,920 $176K 0.04% new 13F-HR/A Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 11,731 $173K <0.01% new 13F-HR Timeline Group LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 10,916 $161K 0.06% new 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 10,673 $157K <0.01% -1,703 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 10,606 $156K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10,488 $155K <0.01% -6,473 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 10,472 $154K 0.02% new 13F-HR Timeline Group Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 10,000 $148K 0.15% -30,000 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,938 $132K <0.01% +389 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,725 $129K <0.01% -21,595 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,540 $126K <0.01% -683 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 7,933 $117K <0.01% +31 13F-HR Timeline Group WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 7,003 $103K 0.03% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 6,370 $94K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,133 $90.5K <0.01% -4,035 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,087 $89.8K <0.01% +5,657 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,449 $80.4K <0.01% +5,429 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) 5,195 $76.6K <0.01% +3,426 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5,090 $75.1K <0.01% -393 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 5,000 $73K 0.02% +255 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,155 $61.3K <0.01% +1,735 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 4,100 $60K 0.02% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,051 $60K <0.01% 0 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 4,000 $59K 0.01% +2,000 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,721 $55K <0.01% +2,954 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,643 $53.7K <0.01% +370 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,464 $51.1K <0.01% +581 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 3,458 $51K <0.01% -249,247 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,338 $49.2K 0.02% +2,361 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,200 $47.2K 0.01% new 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3,156 $46.6K 0.01% new 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 2,387 $44K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,981 $44K <0.01% -1,810 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,766 $40.8K <0.01% +1,196 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,611 $38.5K <0.01% -1,503 13F-HR/A Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,607 $38.5K 0.02% -4,701 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,606 $38.4K <0.01% -436 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2,520 $37.2K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,462 $36.3K <0.01% -400 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,408 $35.5K 0.01% new 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 2,363 $34.9K <0.01% -124 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2,231 $33K <0.01% +927 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,454 $21.4K <0.01% -6 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,443 $21.3K <0.01% -6,274 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,269 $18.7K <0.01% +50 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,000 $14.8K 0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 842 $14K <0.01% new 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/ 900 $13.3K <0.01% -128 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 885 $13.1K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 810 $12.3K <0.01% +208 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 779 $11.5K <0.01% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 762 $11.2K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 735 $10.8K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 700 $10.3K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 674 $9.94K <0.01% +193 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. 674 $9.94K <0.01% -360 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 651 $9.6K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 627 $9.25K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 589 $9K <0.01% -1 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 605 $8.92K <0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 600 $8.85K <0.01% new 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 588 $8.67K <0.01% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 585 $8.63K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 505 $7.45K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 500 $7.38K <0.01% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 458 $6.76K <0.01% -521 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 450 $6.64K <0.01% -8,000 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 440 $6.49K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 435 $6.42K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 417 $6.15K <0.01% -457 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 415 $6.12K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 406 $5.99K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 379 $5.59K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 352 $5.19K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 324 $5K <0.01% -462 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 338 $4.99K <0.01% -100 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 300 $4.42K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 300 $4.42K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 299 $4.41K <0.01% +109 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 298 $4.4K <0.01% 0 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 274 $4.04K <0.01% -405 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 267 $4K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 268 $3.95K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 250 $3.69K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 229 $3.38K <0.01% -302 13F-HR Timeline City State Bank More: the full row for City State Bank 220 $3.25K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 218 $3.22K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 200 $2.95K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 200 $2.95K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 194 $2.78K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 173 $2.55K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 169 $2.49K <0.01% +145 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 151 $2.23K <0.01% -101 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 146 $2.16K <0.01% +40 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 141 $2.09K -47,918 Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 140 $2.06K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 134 $1.98K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 132 $1.95K <0.01% -200 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 126 $1.86K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 122 $1.8K <0.01% 0 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 119 $1.75K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 116 $1.71K <0.01% -306 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 100 $1.28K <0.01% 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 81 $1.2K <0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 74 $1.09K <0.01% -151 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 73 $1.08K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 72 $1.06K <0.01% -77 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 100 $1K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 59 $870 <0.01% new 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 59 $870 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 58 $856 <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 50 $738 <0.01% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 50 $738 <0.01% 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 46 $679 <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 45 $664 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 43 $634 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 45 $596 <0.01% +38 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 39 $575 <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 35 $516 <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 34 $502 <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 34 $502 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 31 $458 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 20 $295 <0.01% +16 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 20 $295 <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 18 $266 <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 15 $222 <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 15 $221 <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 14 $207 <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 14 $207 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 14 $207 <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12 $177 <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 10 $148 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10 $148 <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 10 $148 <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10 $148 <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 9 $133 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 9 $133 <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 8 $118 <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 5 $74 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 5 $74 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4 $64 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4 $59 <0.01% new 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4 $59 <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4 $59 <0.01% -171 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2 $30 <0.01% 0 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.