Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,155 $288K <0.01% -6,219 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,142 $287K <0.01% +451 13F-HR Timeline Group CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 6,599 $265K +6,051 Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 6,500 $261K <0.01% -2,223 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,009 $242K <0.01% -54 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,872 $236K <0.01% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 5,847 $235K 0.06% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 5,608 $225K 0.13% -288 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 5,470 $220K 0.05% -913 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,154 $207K <0.01% -4,038 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,133 $206K <0.01% -1,190 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 4,155 $167K <0.01% -43 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 4,213 $166K 0.01% -6,065 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,834 $154K 0.07% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,032 $122K <0.01% -1,568 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,668 $107K 0.07% new 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 2,574 $101K 0.05% 0 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) 2,298 $92.4K <0.01% -5,043 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 2,230 $90K <0.01% +12 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,168 $87.2K <0.01% -361 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,971 $79K <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,871 $75.2K <0.01% +559 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,826 $73.4K <0.01% +168 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 1,813 $73K 0.04% -3 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,769 $71.1K <0.01% -148 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,649 $66.3K <0.01% -1,718 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,293 $52K <0.01% -2,958 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,209 $48.6K <0.01% -7,361 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,151 $46.3K <0.01% -1,623 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,102 $44.3K <0.01% -427 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,009 $40.6K <0.01% +106 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 849 $34K <0.01% +371 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 770 $30.3K <0.01% +232 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 666 $26.8K <0.01% -340 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 664 $26.7K <0.01% -222 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quarry LP More: the full row for Quarry LP 603 $24.2K 0.01% +508 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 595 $23.9K 0.02% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 547 $22K <0.01% +116 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 503 $20.2K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 494 $19.9K <0.01% +219 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 412 $17K 0.01% +58 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 405 $16.3K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 403 $16.2K <0.01% -219 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 392 $15.8K <0.01% -217 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 389 $15.6K <0.01% -584 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 382 $15.4K <0.01% +148 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 339 $14K <0.01% -55,274 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 348 $14K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 301 $12K <0.01% 0 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 281 $11.3K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 267 $10.7K <0.01% -9 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 250 $10.1K <0.01% +165 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 233 $9.37K <0.01% +134 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 217 $8.72K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 214 $8.61K <0.01% -140 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 212 $8.53K <0.01% +84 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 206 $8.28K <0.01% +25 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 200 $8K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 166 $6.67K <0.01% +16 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 160 $6.43K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 153 $6.15K <0.01% -11 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 137 $5.51K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 132 $5.31K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 121 $4.87K <0.01% -464 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 116 $4.67K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 112 $4.5K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 104 $4.18K <0.01% -328 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 98 $3.96K <0.01% -88 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 96 $3.86K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 89 $3.58K <0.01% -62 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 80 $3.22K <0.01% -28 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 80 $3.22K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 70 $3K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 28 $2.73K <0.01% +9 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 66 $2.65K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 65 $2.61K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 58 $2.33K <0.01% +13 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 56 $2.25K <0.01% +22 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 52 $2K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 48 $1.93K <0.01% 0 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 44 $1.77K <0.01% 0 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 41 $1.65K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 38 $1.53K <0.01% -18 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 38 $1.53K <0.01% +11 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 35 $1.41K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 35 $1.41K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 34 $1.37K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 31 $1.25K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 31 $1.2K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 26 $1.04K <0.01% -13 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 26 $1.04K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 25 $1K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 33 $1K <0.01% -10 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 24 $966 <0.01% -11 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/ 23 $907 <0.01% -276 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 21 $856 <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 18 $724 <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 14 $563 <0.01% -37 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 14 $563 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 11 $443 <0.01% -13 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 11 $442 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8 $322 <0.01% -1 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 6 $242 <0.01% +1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4 $161 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3 $121 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3 $121 <0.01% -45 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $31 <0.01% -236 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 7 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -1 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.