Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,552 $519K <0.01% -421 13F-HR Timeline Group Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 5,474 $512K 0.2% 0 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 5,323 $498K 0.05% new 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 5,105 $477K 0.09% +1,764 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,993 $467K <0.01% -108 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,961 $464K 0.03% -19,246 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 4,941 $462K <0.01% -5,938 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,845 $453K 0.07% new 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 4,635 $433K 0.02% -7 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 4,595 $430K 0.01% -130 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,592 $429K 0.03% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,560 $426K <0.01% +576 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 4,451 $417K 0.01% -134 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,382 $410K 0.01% +1 13F-HR Timeline Dundas Partners LLP More: the full row for Dundas Partners LLP 4,294 $402K 0.03% +761 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 4,292 $401K 0.03% +1,778 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 4,149 $388K 0.4% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,070 $381K 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,972 $371K <0.01% +756 13F-HR/A Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 3,950 $369K 0.01% +145 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,947 $369K 0.01% -276 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,784 $354K 0.06% +1,316 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,728 $349K 0.06% new 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 3,727 $349K 0.33% +384 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 3,711 $347K <0.01% -408 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 3,654 $342K 0.06% -1,421 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,104 $337K <0.01% -107 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,604 $337K 0.25% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,521 $329K <0.01% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,502 $328K 0.1% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,481 $326K <0.01% +38 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,452 $323K <0.01% +236 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,414 $319K <0.01% -1,610 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 3,401 $318K 0.23% +1,200 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,360 $314K <0.01% -284 13F-HR Timeline Group Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,255 $304K 0.15% +193 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,221 $301K 0.14% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,187 $300K <0.01% +2,990 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,211 $300K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 3,209 $300K 0.08% +17 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,099 $290K 0.02% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 3,014 $282K 0.01% 13F-HR Timeline PhiloSmith Capital Corp More: the full row for PhiloSmith Capital Corp 3,000 $281K 0.08% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 2,996 $280K 0.09% -92 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,948 $276K 0.05% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,930 $274K <0.01% -196 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,929 $274K <0.01% +58 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,827 $264K 0.02% -875 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,788 $261K <0.01% +948 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,763 $258K 0.01% -166 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,644 $247K 0.07% -7 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,628 $246K <0.01% +1,379 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,542 $238K <0.01% +202 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 2,542 $238K 0.14% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,535 $237K 0.01% -55 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,496 $233K 0.06% +293 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,496 $233K <0.01% -36 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 2,467 $231K 0.06% -1,331 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,330 $218K 0.01% -174 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,319 $217K 0.02% -247 13F-HR/A Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,294 $215K <0.01% new 13F-HR/A Timeline Group US Asset Management LLC More: the full row for US Asset Management LLC 2,277 $213K 0.19% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,252 $211K <0.01% +11 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,240 $209K 0.09% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,214 $207K <0.01% -1,176 13F-HR Timeline KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 2,205 $206K <0.01% new 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,187 $205K <0.01% -65 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,172 $203K 0.02% new 13F-HR/A Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,140 $200K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,132 $199K 0.02% +232 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,760 $180K 0.17% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,322 $124K <0.01% -9 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,259 $118K <0.01% 0 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,256 $117K 0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 1,088 $101K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 825 $77.2K <0.01% +16 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 751 $70.2K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 704 $65.8K <0.01% -9 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 625 $58.5K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 610 $57K <0.01% -1,198 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 485 $45.4K <0.01% +190 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 478 $44.7K <0.01% +18 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 444 $41.5K <0.01% +402 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 429 $40.1K <0.01% +116 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 424 $39.7K <0.01% +38 13F-HR Timeline Quarry LP More: the full row for Quarry LP 405 $37.9K 0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 394 $35.9K <0.01% +33 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 360 $33.7K <0.01% 0 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 338 $31.6K <0.01% +7 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 338 $31.6K <0.01% -7,293 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 292 $27.3K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 282 $26.4K 0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 270 $25.2K 0.02% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 263 $24.6K <0.01% +69 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 254 $23.8K <0.01% +4 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 250 $23.3K 0.01% +1 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 238 $22K <0.01% -712 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 230 $21.5K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 221 $20.7K <0.01% -141 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 195 $18K <0.01% -3 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 189 $17.7K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 137 $12.8K <0.01% +25 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 130 $12.2K <0.01% +6 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 113 $10.6K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 110 $10K 0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $9.35K <0.01% -700 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 98 $9.16K <0.01% +66 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 78 $7.1K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 69 $6.45K <0.01% +2 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 66 $6.17K <0.01% +48 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. 63 $5.82K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 60 $5.61K <0.01% +10 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 60 $5.61K 0.01% 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 54 $5.05K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 53 $4.96K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 36 $3.37K <0.01% -11 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 36 $3.32K <0.01% +1 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 35 $3.24K <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 25 $2.34K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22 $2.06K <0.01% +1 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21 $1.98K <0.01% +2 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 15 $1.4K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 14 $1.31K <0.01% +3 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 13 $1.22K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 11 $1.03K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10 $936 <0.01% -3 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8 $749 <0.01% -3 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 6 $561 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3 $281 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $187 <0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $94 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $94 <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.