CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 10,231 $142K 0.01% new 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 10,191 $142K <0.01% -4,904 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 10,118 $141K <0.01% -21,550 13F-HR/A Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 10,051 $140K <0.01% -1,251 13F-HR Timeline Group T3 Companies, LLC in group T3 Companies, LLC More: the full row for T3 Companies, LLC 10,000 $139K 0.18% 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9,211 $128K <0.01% +5,342 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Covestor Ltd More: the full row for Covestor Ltd 8,991 $125K 0.07% +1,129 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 8,861 $123K <0.01% -1,058 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,058 $112K <0.01% -364 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 7,610 $106K 0.03% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,791 $94.5K <0.01% +1,755 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,194 $86.2K <0.01% +3,281 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 5,654 $79K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,061 $70.5K <0.01% -39 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,741 $66K <0.01% +2,369 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,598 $64K <0.01% -4,329 13F-HR/A Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,895 $54K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,500 $48.7K <0.01% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 3,263 $45.4K <0.01% +6 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,162 $44K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,000 $41.8K 0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 2,555 $35.6K 0.04% 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,400 $33.4K <0.01% 0 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 2,229 $31K <0.01% -68,462 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,191 $31K <0.01% +1,527 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 2,172 $30.2K 0.01% -300 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,110 $29.4K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,048 $28.5K <0.01% +478 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. 2,011 $28K <0.01% +547 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,964 $27.3K <0.01% +1,213 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,888 $26.3K <0.01% +1,014 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,757 $24.5K <0.01% -21 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,747 $24.3K <0.01% +1,186 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,622 $22.6K <0.01% +1,368 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,304 $18.2K <0.01% -5,228 13F-HR/A Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,217 $16.9K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,214 $16.9K <0.01% -49 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,087 $15.1K <0.01% +836 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,083 $15.1K <0.01% +401 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,081 $15K 0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 698 $14.4K <0.01% new 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 923 $12.8K -10,371 Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 857 $12.1K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 738 $10.3K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 701 $9.75K <0.01% +500 13F-HR Timeline Cygnus Capital Advisors, LLC More: the full row for Cygnus Capital Advisors, LLC 676 $9K 0.01% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 642 $8.93K <0.01% +14 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 624 $8.69K <0.01% +609 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 537 $7.47K <0.01% -129 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 521 $7.25K <0.01% +230 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 514 $7.17K <0.01% -503 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 508 $7.07K <0.01% +494 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 447 $6.22K <0.01% +238 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 381 $5.3K <0.01% +212 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 380 $5.29K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 356 $4.96K <0.01% new 13F-HR/A Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 259 $3.6K <0.01% -218 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 197 $2.74K <0.01% -87 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 197 $2.74K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 186 $2.59K <0.01% +4 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 184 $2.56K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 177 $2.46K <0.01% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 168 $2.34K <0.01% +144 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 158 $2.2K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 157 $2.19K <0.01% -858 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 152 $2.12K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 148 $2.06K <0.01% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 146 $2.03K <0.01% +2 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 146 $2.03K <0.01% 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 144 $2K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 114 $2K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 129 $1.8K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 126 $1.75K <0.01% -336 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 100 $1.39K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 92 $1.28K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 80 $1.11K <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 75 $1.04K <0.01% 0 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 78 $1.03K <0.01% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 73 $1.02K <0.01% +26 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 64 $886 <0.01% +2 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 56 $780 <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 51 $710 <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 50 $696 <0.01% -70 13F-HR Timeline Group Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 50 $696 <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 50 $696 <0.01% new 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 50 $696 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 44 $613 <0.01% -110 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 43 $599 <0.01% +25 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 42 $585 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 40 $557 <0.01% +5 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 39 $543 <0.01% -29 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 34 $473 <0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 33 $459 <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 30 $418 <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 30 $418 <0.01% 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 25 $354 <0.01% -1,889,179 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 25 $348 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 25 $348 <0.01% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18 $251 <0.01% -139 13F-HR/A Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 11 $153 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 9 $126 <0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 9 $125 <0.01% +9 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 8 $111 <0.01% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7 $102 <0.01% -68 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 7 $98 <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6 $84 <0.01% -135 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 5 $70 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 4 $56 <0.01% -19 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $56 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 2 $28 <0.01% -146 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1 $14 <0.01% -31,428 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1 $14 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1 $14 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $13 <0.01% -7 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 10 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5 $0 0% -32 13F-HR Timeline Value filed as zero, left out of ratios. TSFG, LLC More: the full row for TSFG, LLC 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.