Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 7,369 $502K <0.01% +1,578 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 7,363 $502K <0.01% +1,191 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,339 $500K 0.01% -27 13F-HR Timeline Group GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 7,290 $497K 0.08% +31 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 7,228 $492K 0.03% +1,407 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 6,892 $470K 0.3% +1,666 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,775 $462K <0.01% +3,556 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 6,764 $461K <0.01% +2,417 13F-HR Timeline Group VARCOV Co. More: the full row for VARCOV Co. 6,754 $460K 0.17% +4,034 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 6,728 $458K 0.06% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 6,700 $456K 0.01% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,606 $450K <0.01% +372 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 6,439 $439K 0.01% 0 13F-HR Timeline Group Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 6,252 $426K <0.01% +432 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 6,153 $419K 0.05% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 6,122 $417K 0.02% +305 13F-HR Timeline PSP Research LLC More: the full row for PSP Research LLC 6,000 $409K 0.29% -1,046 13F-HR Timeline FLAX POND CAPITAL, LLC More: the full row for FLAX POND CAPITAL, LLC 6,000 $409K 0.33% 0 13F-HR Timeline Ares Systematic Credit Ltd More: the full row for Ares Systematic Credit Ltd 6,196 $407K 0.32% -3,316 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 5,503 $375K 0.01% +1,206 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,380 $367K <0.01% -303 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 5,148 $351K 0.12% +475 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 5,003 $341K <0.01% +414 13F-HR Timeline Group Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 4,939 $336K 0.03% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,767 $325K <0.01% +583 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 4,650 $317K 0.09% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,562 $311K 0.07% new 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 4,500 $307K <0.01% new 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,388 $299K <0.01% +127 13F-HR/A Timeline Group DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 4,369 $298K <0.01% new 13F-HR Timeline Group Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,200 $286K 0.16% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 4,001 $273K <0.01% 13F-HR Timeline Group SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 3,869 $264K 0.2% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,863 $263K <0.01% -2,378 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,830 $261K 0.04% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,734 $254K <0.01% +260 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 3,718 $253K 0.22% +131 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,676 $250K 0.01% +21 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 3,670 $250K <0.01% new 13F-HR Timeline Group New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 3,668 $250K 0.18% 0 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,627 $247K <0.01% new 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 3,583 $244K <0.01% new 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,533 $241K 0.02% -10 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,340 $228K 0.02% -360 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,290 $224K 0.09% -2,668 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,212 $219K 0.01% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,173 $216K 0.01% -13 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. 3,128 $213K <0.01% +244 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,090 $211K 0.01% -184 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 3,019 $206K 0.08% new 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 2,800 $193K <0.01% new 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 2,700 $184K <0.01% -162 13F-HR Timeline Group LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 2,700 $184K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,369 $161K 0.05% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,347 $160K <0.01% 0 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,983 $135K <0.01% -3,298 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 1,935 $132K <0.01% -4,828 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,803 $123K <0.01% +226 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,683 $115K 0.06% 0 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,580 $104K <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 1,453 $99K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,322 $90.1K <0.01% +65 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,281 $87K 0.06% -1,174 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,250 $85.2K 0.02% -2,615 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,229 $83.7K 0.01% +675 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,140 $77.7K <0.01% +63 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,045 $71.2K <0.01% +151 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,037 $70.7K <0.01% -203 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 997 $67.9K 0.01% -860 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 969 $65.7K 0.01% +440 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 919 $62.6K <0.01% -532 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 938 $61.6K <0.01% +17 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 706 $48K <0.01% +619 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 678 $46.2K <0.01% +44 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 653 $44.5K <0.01% -41 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 551 $37.9K <0.01% +200 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 502 $34.2K <0.01% +17 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 483 $32.9K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 400 $27.3K <0.01% +37 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 358 $25.8K <0.01% -50 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 275 $18.7K <0.01% +208 13F-HR/A Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 229 $15.6K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 228 $15.5K <0.01% -1 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 226 $15.4K <0.01% -113 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 200 $13.6K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 188 $12.8K <0.01% +12 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 179 $12.2K <0.01% +158 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 169 $11.5K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 167 $11.4K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 157 $10.7K <0.01% +23 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 148 $10.1K <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 135 $9.2K 0.01% 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 100 $6.81K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 80 $5.45K <0.01% +63 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 75 $5.11K <0.01% -75 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 74 $5.04K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 73 $4.97K <0.01% -3 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 71 $4.84K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 63 $4.29K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 57 $3.88K <0.01% -1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 54 $3.68K <0.01% -38 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 49 $3.24K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 43 $2.93K <0.01% +5 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 40 $2.73K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 35 $2.38K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 32 $2.18K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 32 $2.18K <0.01% +7 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 29 $1.98K <0.01% +4 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 28 $1.91K <0.01% +12 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 26 $1.77K <0.01% +19 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 25 $1.7K <0.01% -4 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 21 $1.44K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 18 $1.24K <0.01% +2 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 14 $954 <0.01% +8 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 14 $919 <0.01% -111 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12 $818 <0.01% -1 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 12 $818 <0.01% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $818 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11 $750 <0.01% +8 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 11 $749 <0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10 $681 <0.01% +3 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 10 $681 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9 $614 <0.01% +5 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 9 $586 <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 8 $545 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 7 $477 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 7 $477 <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 6 $409 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6 $408 <0.01% -1 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 5 $341 <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 5 $341 <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 5 $341 <0.01% new 13F-HR/A Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4 $273 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $273 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $273 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3 $204 <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3 $204 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2 $137 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $136 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $94 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $68 <0.01% -26 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $68 <0.01% new 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.