OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 5,652 $458K 0.24% +1,259 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 5,474 $444K 0.15% 0 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 5,343 $433K 0.03% new 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 5,183 $420K <0.01% new 13F-HR Timeline Group Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 5,134 $416K <0.01% 0 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) 5,110 $414K 0.01% -4,792 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 5,039 $409K 0.03% -1,703 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 4,813 $390K 0.03% -5,725 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,649 $377K 0.02% +18 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,505 $365K <0.01% -848 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 4,502 $365K 0.01% -93 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 4,300 $349K <0.01% -1,500 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 4,180 $339K 0.36% +20 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,166 $338K <0.01% -4,985 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 3,900 $316K <0.01% +400 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,887 $315K 0.12% +302 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,009 $315K 0.01% 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,841 $311K <0.01% -657 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,813 $309K <0.01% -97 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,789 $307K 0.14% +181 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,762 $305K 0.01% +310 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,696 $300K <0.01% -1,487 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,675 $298K <0.01% -26 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,531 $286K <0.01% -86 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,489 $283K <0.01% +615 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,484 $282K 0.08% -1,912 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,456 $280K 0.11% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,345 $271K <0.01% +129 13F-HR/A Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 3,343 $271K 0.23% -384 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 3,331 $270K <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,425 $270K <0.01% -449 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,305 $268K 0.07% -59 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,292 $267K <0.01% -658 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 3,237 $262K 0.03% -6 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,166 $257K 0.01% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,120 $253K 0.08% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,116 $253K 0.01% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 3,106 $252K 0.07% -312 13F-HR/A Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,019 $245K 0.01% new 13F-HR Timeline PhiloSmith Capital Corp More: the full row for PhiloSmith Capital Corp 3,000 $243K 0.07% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,995 $243K <0.01% -283 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,985 $242K <0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,942 $238K <0.01% +127 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,930 $238K <0.01% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,850 $231K 0.03% new 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 2,850 $231K <0.01% new 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,849 $231K 0.03% -49 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,827 $229K 0.01% 0 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 2,808 $228K <0.01% new 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,641 $214K <0.01% +23 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,640 $214K <0.01% -206 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,627 $213K <0.01% -771 13F-HR/A Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 2,625 $213K <0.01% -2,480 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,613 $212K 0.05% -7 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,559 $207K 0.01% -879 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,531 $205K 0.07% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,502 $203K <0.01% -832 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,483 $201K 0.01% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,480 $201K 0.04% -2 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,468 $200K 0.02% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 2,468 $200K 0.28% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,423 $196K 0.03% 0 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,195 $178K <0.01% +28 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,800 $146K <0.01% +821 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,760 $143K 0.13% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,750 $142K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,645 $131K 0.01% +30 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,586 $129K 0.01% -1,910 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,346 $109K <0.01% -57 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,335 $108K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,256 $102K 0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 1,068 $86K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,054 $85.5K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 977 $79.2K <0.01% -300 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 972 $78.8K <0.01% +126 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 901 $73K 0.01% +706 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 892 $72.3K <0.01% -3,737 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 843 $68.3K <0.01% new 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 841 $68K <0.01% +78 13F-HR Timeline Group Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 779 $63.2K 0.01% +721 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 758 $61.4K 0.02% +4 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 700 $56.7K <0.01% 0 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 666 $54K <0.01% -413 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Trust, Inc. More: the full row for Blue Trust, Inc. 661 $53.6K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 625 $52.2K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 637 $51.6K 0.01% -610 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 546 $44.3K <0.01% +476 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 540 $43.8K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 477 $38.7K <0.01% +15 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 471 $38.2K <0.01% +82 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 450 $36.5K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 448 $36.3K <0.01% +106 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 442 $35.8K 0.01% -208 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 401 $32.5K <0.01% +40 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 385 $31.2K <0.01% +25 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 382 $31K <0.01% +21 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 360 $29.2K <0.01% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 286 $23.2K 0.01% +7 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 281 $22.8K 0.01% +195 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. 272 $22.1K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 230 $18.6K <0.01% +125 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 226 $18K <0.01% -8 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 218 $17.7K <0.01% -172 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 213 $17.3K <0.01% +6 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 210 $17K 0.01% +99 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 200 $16.3K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 200 $16.2K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 179 $14.5K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 167 $13K <0.01% +126 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 161 $12.9K <0.01% +156 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 99 $8.03K <0.01% +70 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 79 $6.41K <0.01% -10 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 73 $5.92K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 59 $4.78K <0.01% +42 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 56 $4.54K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 53 $4.3K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 50 $4.05K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 41 $3.32K <0.01% -18 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 34 $2.76K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 26 $2.11K <0.01% +16 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 23 $1.86K <0.01% -112 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 17 $1.38K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $811 <0.01% -2 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 10 $811 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 10 $783 <0.01% -2 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7 $567 <0.01% -12 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7 $567 <0.01% +1 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 6 $487 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $486 <0.01% +3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5 $406 <0.01% -5 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5 $405 <0.01% new 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 5 $405 <0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 4 $336 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4 $324 <0.01% -8 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $324 <0.01% -1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1 $82 <0.01% -5 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $81 <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.