SCS Capital Management LLC More: the full row for SCS Capital Management LLC 11,656 $679K 0.01% new 13F-HR/A Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 11,565 $674K 0.06% -8,837 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,505 $671K <0.01% +4,790 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 11,502 $670K 0.02% -1,404 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 11,446 $667K <0.01% -800 13F-HR Timeline Group SP Asset Management LLC More: the full row for SP Asset Management LLC 11,315 $660K 0.06% -625 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 11,179 $652K 0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 11,169 $651K <0.01% +1,527 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 10,991 $641K 0.21% +900 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 9,614 $638K 0.04% +105 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 10,828 $631K 0.01% -685 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,824 $631K <0.01% -245 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 10,481 $621K 0.01% +2,415 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,611 $619K 0.01% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 10,454 $609K 0.05% -1,625 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 10,236 $597K <0.01% +231 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,069 $587K 0.02% -1,109 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 9,985 $582K 0.08% +1,214 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 9,946 $580K 0.02% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 9,796 $571K <0.01% +4,999 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 9,732 $567K 0.02% +21 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,708 $566K 0.01% -1,126 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,640 $562K <0.01% -69 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 9,617 $561K 0.06% -956 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 9,431 $550K 0.06% new 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 9,392 $547K 0.1% new 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 9,356 $545K 0.1% 0 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 9,326 $544K <0.01% -359 13F-HR Timeline Group UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 9,200 $536K <0.01% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 9,167 $534K 0.16% +5,230 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 8,758 $534K 0.01% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 9,009 $525K <0.01% -12,568 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,995 $524K 0.01% +617 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 8,209 $522K 0.1% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 8,905 $519K 0.38% +586 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 8,837 $513K 0.04% -2,450 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 8,687 $506K 0.38% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 8,630 $503K 0.13% +100 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 8,580 $500K 0.01% -640 13F-HR Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 8,531 $497K 0.01% +1,964 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,423 $491K <0.01% +386 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 8,347 $487K 0.02% +3,181 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 8,130 $474K 0.09% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,126 $474K <0.01% new 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 8,100 $472K 0.2% new 13F-HR Timeline Group WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 7,973 $465K 0.15% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 7,911 $461K 0.06% +2,725 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,849 $458K 0.01% +841 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,846 $457K 0.02% +2,074 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 7,637 $445K 0.21% new 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 7,573 $441K 0.12% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 7,572 $441K 0.2% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,540 $435K 0.01% +23 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 7,469 $435K 0.12% -1,850 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 7,453 $434K 0.08% +95 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 7,447 $434K 0.03% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 7,424 $433K 0.13% -5 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 7,383 $430K 0.09% +3,040 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 7,257 $423K <0.01% +191 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 7,192 $419K <0.01% +342 13F-HR Timeline Group ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 7,082 $413K 0.2% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 7,048 $411K <0.01% +633 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 7,020 $409K 0.44% -300 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 7,001 $408K 0.12% 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. 6,899 $402K <0.01% -1,118 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,895 $402K 0.01% -21,734 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 6,880 $401K 0.02% +4,792 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 6,870 $400K 0.12% -15,505 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,564 $400K 0.21% -121 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 6,850 $399K 0.99% 0 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 6,847 $399K 0.04% +1,763 13F-HR/A Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 6,798 $396K <0.01% +126 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 6,622 $386K 0.26% +1,108 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 6,618 $386K 0.4% +2,815 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 6,560 $382K 0.02% new 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 6,559 $382K 0.02% +4,277 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 6,509 $379K 0.02% -446 13F-HR Timeline Group ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 6,446 $376K 0.01% +834 13F-HR Timeline Group Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 6,420 $374K 0.02% 0 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,412 $374K 0.02% new 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 6,404 $373K 0.18% 0 13F-HR Timeline Group Intellus Advisors LLC More: the full row for Intellus Advisors LLC 6,344 $370K 0.06% 0 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 6,331 $369K 0.01% +2,681 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,153 $359K 0.01% +225 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 6,150 $358K 0.16% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,148 $358K 0.01% -27 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 6,096 $355K 0.07% +1,892 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 11,242 $351K 0.29% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,885 $343K 0.01% 0 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 5,877 $343K <0.01% -441 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,783 $337K 0.02% +868 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 5,662 $330K 0.01% +1,922 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,613 $327K 0.01% +2,026 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 5,677 $325K 0.15% -1,164 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 5,526 $322K 0.02% +251 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,499 $321K <0.01% -2,089 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 5,397 $315K <0.01% -443 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,263 $307K 0.06% 0 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,248 $307K 0.01% 13F-HR Timeline Group ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 5,230 $305K 0.01% -2,600 13F-HR/A Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 5,210 $304K 0.04% +1,042 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,202 $303K 0.02% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,148 $300K <0.01% +823 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,056 $295K <0.01% -487 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,034 $293K <0.01% new 13F-HR Timeline Group Atlas Wealth LLC More: the full row for Atlas Wealth LLC 5,000 $291K 0.11% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,983 $290K <0.01% new 13F-HR Timeline Group Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 4,978 $290K 0.13% +33 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 4,870 $284K 0.33% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,855 $283K 0.01% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,831 $282K 0.04% +1,289 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 4,812 $280K 0.03% new 13F-HR/A Timeline R Squared Ltd More: the full row for R Squared Ltd 4,790 $279K 0.3% +3,340 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,713 $275K 0.01% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,814 $269K 0.01% -2,038 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,585 $267K 0.01% -301 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,504 $263K <0.01% +643 13F-HR Timeline Group Mount Lucas Management LP More: the full row for Mount Lucas Management LP 4,400 $256K 0.12% new 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 4,373 $255K 0.03% +116 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,362 $254K 0.03% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,306 $251K 0.1% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,237 $247K 0.02% -1,074 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,200 $245K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,165 $243K <0.01% -1,127 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 4,136 $241K 0.05% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,126 $241K 0.06% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 4,095 $239K <0.01% -23,766 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,071 $237K 0.01% -730 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 4,037 $235K 0.15% new 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 4,020 $234K 0.11% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 3,961 $231K 0.03% -54 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,953 $230K <0.01% 0 13F-HR/A Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,836 $224K <0.01% +357 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,834 $223K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,809 $222K <0.01% -36,598 13F-HR Timeline Group Teza Capital Management LLC More: the full row for Teza Capital Management LLC 3,803 $222K 0.1% -3,634 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 3,799 $221K 0.2% -8,303 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,739 $218K 0.09% -778 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 3,736 $218K <0.01% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,717 $217K 0.01% +1 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,700 $216K 0.01% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,692 $215K 0.02% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,653 $213K 0.02% new 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,636 $212K 0.01% new 13F-HR Timeline Group Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 3,551 $207K 0.01% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,542 $206K 0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 3,525 $205K 0.02% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,516 $205K <0.01% -319 13F-HR/A Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,456 $201K 0.02% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,435 $200K 0.01% -35 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,323 $194K <0.01% +192 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,898 $169K 0.06% +1,540 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,843 $166K 0.01% -76 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,837 $165K 0.01% -89 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,659 $155K 0.02% +1,830 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,564 $149K 0.01% +1,595 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,498 $148K 0.01% +399 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,453 $143K 0.03% -82 13F-HR Timeline City State Bank More: the full row for City State Bank 2,428 $142K 0.05% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,317 $135K <0.01% +2,254 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,274 $133K 0.01% +1,074 13F-HR/A Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,172 $127K <0.01% +341 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,113 $123K 0.02% -474 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,088 $122K <0.01% -1,524 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,066 $120K 0.01% -926 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,970 $115K 0.01% -200 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,821 $106K <0.01% -6,722 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,790 $104K <0.01% -284 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,579 $104K <0.01% +71 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1,744 $102K 0.05% new 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,691 $98.6K 0.01% +1 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,665 $97.1K <0.01% +15 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,660 $96.8K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,629 $95K 0.06% -514 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,596 $93K <0.01% +541 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 1,500 $87.4K 0.06% 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,388 $80.9K 0.01% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,313 $76K 0.05% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,130 $65.9K <0.01% new 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,000 $58.3K 0.02% 0 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 998 $58.2K <0.01% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 975 $56.8K 0.01% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 962 $56.1K 0.02% -80 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 916 $53.4K <0.01% +314 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 900 $52.5K <0.01% 0 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 865 $50.4K <0.01% +379 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 911 $46.7K <0.01% -14 13F-HR Timeline Group PARK CIRCLE Co More: the full row for PARK CIRCLE Co 800 $46.6K 0.04% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 744 $43.4K 0.01% -3 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 717 $41.8K <0.01% -471 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 667 $40.6K <0.01% -1,900 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 660 $40.2K <0.01% -18 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 690 $40.2K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 670 $39.1K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 661 $38.5K 0.01% +137 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 650 $37.9K 0.13% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 641 $37.4K <0.01% +43 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 615 $35.8K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 606 $35.3K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 579 $33.7K <0.01% +516 13F-HR Timeline