MAI Capital Management More: the full row for MAI Capital Management 2,710 $236K <0.01% +2,708 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 2,663 $232K <0.01% 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 2,600 $226K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. DRW Securities, LLC More: the full row for DRW Securities, LLC 2,562 $223K 0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,545 $221K 0.03% -2,398 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,536 $221K <0.01% -231 13F-HR Timeline Group Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 2,491 $217K 0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,480 $216K <0.01% new 13F-HR Timeline CORNERSTONE PARTNERS CAPITAL MANAGEMENT… More: the full row for CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 2,462 $214K 0.53% new 13F-HR Timeline Verdad Advisers, LP More: the full row for Verdad Advisers, LP 2,445 $213K 0.24% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,314 $201K 0.01% -75 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,218 $192K <0.01% -3,887 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,971 $171K 0.06% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,811 $157K <0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,707 $148K <0.01% 0 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,498 $130K <0.01% +188 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,363 $119K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,138 $99K <0.01% -12,001 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,041 $90.5K <0.01% +88 13F-HR Timeline Group Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 1,016 $88.4K <0.01% -6,488 13F-HR Timeline Group Mitsubishi UFJ Asset Management (UK) Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management (UK) Ltd. 1,000 $87K 0.04% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 939 $81.7K <0.01% -100 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 645 $56.8K <0.01% +3 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 562 $48.9K 0.01% +355 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 549 $47.7K <0.01% +283 13F-HR/A Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 368 $32.1K <0.01% -13 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 343 $29.8K <0.01% -1 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 302 $26.3K <0.01% -41 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 267 $23.2K <0.01% -94 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 245 $21K 0.01% -334 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 264 $20.4K <0.01% -135 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 224 $19.5K <0.01% -8 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 154 $13.4K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 147 $12.8K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 138 $12K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 120 $10.4K <0.01% -103 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 114 $10K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 114 $9.91K <0.01% -11 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $8.7K <0.01% -1,000 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 93 $8.09K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 86 $7.48K <0.01% -5 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 83 $7.22K <0.01% -26 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 60 $5.22K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 60 $5.22K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 59 $5.13K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 62 $5K <0.01% -1,614 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 52 $4.52K <0.01% -25 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 51 $4.43K <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. 50 $4.35K <0.01% -42 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 46 $4K <0.01% +10 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 37 $3.22K <0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 37 $3.22K <0.01% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 36 $3.13K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 35 $3.04K <0.01% +5 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 30 $3K <0.01% -36 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 33 $2.87K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 31 $2.7K <0.01% -12 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 28 $2.44K <0.01% +16 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 25 $2.17K <0.01% 0 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 16 $1.39K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 13 $1.13K <0.01% -9 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 11 $957 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 11 $957 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 11 $957 <0.01% +2 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10 $870 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 9 $783 <0.01% +3 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 6 $522 <0.01% 0 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 6 $522 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6 $522 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5 $435 <0.01% new 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3 $261 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3 $261 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3 $261 <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2 $174 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $87 <0.01% -1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $86 <0.01% 0 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.