Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 5,027 $216K 0.01% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,905 $211K 0.02% 0 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 4,904 $211K <0.01% +75 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 4,731 $203K <0.01% -20,898 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,723 $203K <0.01% new 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,675 $201K <0.01% +4,641 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,650 $200K <0.01% +269 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,488 $193K 0.01% new 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 3,744 $161K <0.01% -6,300 13F-HR/A Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 3,580 $154K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,518 $151K 0.02% +2,972 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,896 $124K 0.01% +2,511 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. 2,490 $102K <0.01% +756 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) 2,282 $98K <0.01% -1,330 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,314 $96.1K <0.01% -107 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,850 $79.5K <0.01% +50 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 1,797 $77.2K <0.01% -567 13F-HR/A Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,800 $75K <0.01% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,650 $71K <0.01% -3,207 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 1,500 $64.4K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,416 $60.8K 0.01% new 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 1,339 $58K 0.03% -236 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,332 $57.3K <0.01% +877 13F-HR/A Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,291 $55.5K <0.01% +1,178 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,161 $50K <0.01% 0 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,150 $49.4K <0.01% -23 13F-HR/A Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 981 $42.1K <0.01% -443 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 978 $42K 0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 886 $38K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 819 $34K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 776 $33.3K <0.01% -188 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 747 $32K <0.01% +493 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 711 $30.5K <0.01% +27 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 549 $23.6K <0.01% +284 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 547 $23.5K <0.01% +77 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 523 $22.5K <0.01% -372 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 504 $21.7K <0.01% +469 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 460 $19.8K <0.01% -10 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 450 $19.3K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 438 $18.8K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 415 $17.8K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 406 $17.4K 0.01% +278 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 394 $17.1K <0.01% -70 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 391 $16.8K <0.01% +339 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 377 $16.2K <0.01% +76 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 356 $15.3K <0.01% +147 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 343 $14.7K <0.01% -6 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 306 $13.1K <0.01% +141 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 322 $13.1K <0.01% +260 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 285 $12.2K <0.01% +181 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 238 $10.2K 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 232 $9.97K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 225 $9.67K <0.01% +22 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 206 $8.85K <0.01% +56 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 200 $8.59K <0.01% +56 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 200 $8.37K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 176 $7.56K <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 159 $6.83K <0.01% +97 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 123 $5.28K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 120 $5.16K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 105 $4.51K <0.01% +38 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 104 $4.47K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 102 $4.38K <0.01% +23 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 100 $4.3K <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 83 $3.57K <0.01% +54 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 83 $3.57K <0.01% -22 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 48 $3K <0.01% 0 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 69 $2.97K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 65 $2.79K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 65 $2.79K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 62 $2.66K <0.01% +9 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 52 $2.23K <0.01% -215 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 49 $2.1K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 47 $2.02K <0.01% -36 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 44 $1.89K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 42 $1.8K <0.01% -28,655 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 42 $1.8K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 41 $1.78K <0.01% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 41 $1.76K <0.01% -299 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 36 $1.55K <0.01% -2,976 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 30 $1.29K <0.01% -1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 30 $1.29K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 30 $1.29K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 30 $1.29K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 23 $989 <0.01% +5 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 20 $859 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 19 $816 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 18 $773 <0.01% 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 12 $516 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 11 $473 <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 8 $344 <0.01% -2,791 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5 $215 <0.01% -36 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $215 <0.01% -1 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 5 $215 <0.01% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 5 $215 <0.01% 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 3 $129 <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3 $129 <0.01% -1 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3 $129 <0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $86 <0.01% -1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $85 <0.01% -5 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $43 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $39 <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 5 $0 0% -4 13F-HR Timeline Value filed as zero, left out of ratios.