Caprock Group, LLC More: the full row for Caprock Group, LLC 5,259 $325K 0.01% +443 13F-HR Timeline Dundas Partners LLP More: the full row for Dundas Partners LLP 5,055 $312K 0.02% +475 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,883 $301K 0.02% -1,182 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 4,801 $296K <0.01% new 13F-HR/A Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,792 $296K <0.01% +743 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 4,747 $288K <0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,648 $287K <0.01% -48 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,607 $284K 0.06% -473 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,417 $273K 0.05% -4,049 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 4,298 $265K 0.01% -121 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,270 $263K 0.07% +643 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,154 $256K <0.01% -26 13F-HR Timeline Group SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 4,084 $252K 0.08% +126 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) 3,899 $241K <0.01% +2,250 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,836 $237K <0.01% -754 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,683 $227K <0.01% new 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,624 $224K <0.01% 0 13F-HR/A Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,412 $216K <0.01% -2,253 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 3,486 $215K 0.03% +2,122 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 3,432 $212K 0.11% -858 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,387 $209K 0.01% -65 13F-HR/A Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,301 $204K <0.01% -159 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,299 $204K 0.1% +156 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,222 $199K 0.08% +2,985 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,549 $157K <0.01% +767 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 2,500 $154K <0.01% +200 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 2,096 $129K <0.01% +7 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,828 $113K <0.01% -774 13F-HR/A Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,733 $107K <0.01% -463 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,657 $102K <0.01% -256 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,619 $100K 0.06% +234 13F-HR Timeline Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 1,598 $98.6K 0.21% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,430 $88.2K 0.01% -29 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,218 $75.2K <0.01% -169 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,199 $74K <0.01% -650 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,190 $73.4K 0.02% -160 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,072 $66K <0.01% +402 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 991 $60.8K <0.01% -9,145 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 825 $51.4K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 759 $46.8K <0.01% +162 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 674 $41.6K <0.01% +385 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 638 $39.4K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 630 $38.9K <0.01% -24 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 629 $38.8K <0.01% +192 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GAMMA Investing LLC More: the full row for GAMMA Investing LLC 586 $36.2K <0.01% +107 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 578 $35.7K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 567 $35K 0.01% +534 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 561 $34.6K <0.01% -155 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 537 $33.2K <0.01% +282 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 536 $33.1K <0.01% +373 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 432 $27.2K <0.01% -30 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 429 $26.5K <0.01% +118 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 409 $25.2K 0.03% 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 353 $21.8K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 348 $21.5K <0.01% 0 13F-HR/A Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 314 $19.4K 0.04% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 307 $19K 0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 280 $17.3K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 279 $17.2K <0.01% +54 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 275 $17K <0.01% -7 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 236 $14.2K 0.01% 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 200 $12K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 166 $10.4K <0.01% +46 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/ 160 $9.87K <0.01% -21 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 154 $9.5K <0.01% +136 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 142 $8.76K <0.01% +14 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 135 $8.33K <0.01% +28 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 118 $7.28K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 120 $7K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 102 $6.29K <0.01% +5 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 99 $6.11K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 96 $5.92K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 93 $5.74K <0.01% +20 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 83 $5.12K 0.01% 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 80 $4.94K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 73 $4.5K <0.01% -36 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 67 $4.13K <0.01% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 64 $3.95K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 63 $3.89K <0.01% -166 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 61 $3.76K <0.01% 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 58 $3.58K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 57 $3.52K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 55 $3.39K <0.01% +32 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 52 $3.21K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 51 $3.15K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 50 $3.08K <0.01% -4 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. 44 $2.72K <0.01% 0 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 43 $2.65K <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 40 $2.47K <0.01% +20 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 40 $2.47K <0.01% +5 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 40 $2.47K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 34 $2.1K <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 30 $1.85K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 25 $1.54K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 24 $1.48K <0.01% 0 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 32 $1K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 16 $988 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 16 $988 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 16 $987 <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 15 $926 <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 15 $926 <0.01% 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 13 $798 <0.01% -591 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 12 $741 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 11 $679 <0.01% +10 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 11 $679 <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 10 $599 <0.01% new 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 9 $555 <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 7 $433 <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 7 $432 <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 7 $432 <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 6 $366 <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 5 $309 <0.01% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2 $123 <0.01% new 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 1 $62 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $62 <0.01% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 3 $0 0% -3 13F-HR Timeline Value filed as zero, left out of ratios. Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 0 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 0 $0 0% -2 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.