GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,571 $393K 0.01% +37 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,266 $382K <0.01% -298 13F-HR/A Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 10,710 $364K 0.02% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 10,675 $363K <0.01% +1,831 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 10,662 $362K 0.25% +313 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. 10,637 $361K <0.01% +972 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 10,539 $358K 0.03% -547 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 10,500 $357K 0.04% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 10,330 $351K 0.01% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,720 $330K <0.01% +716 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 9,393 $319K 0.01% +315 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 9,110 $310K <0.01% -189,232 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,034 $307K 0.01% +36 13F-HR/A Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 8,946 $304K 0.11% +73 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 8,884 $302K 0.02% -11,837 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,807 $299K <0.01% 0 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,776 $298K <0.01% +28 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 8,763 $298K 0.07% +52 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 8,749 $297K <0.01% -1,617 13F-HR Timeline Group Man Group plc in group Man Group plc More: the full row for Man Group plc 8,228 $280K <0.01% -4,619 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 8,168 $278K <0.01% 0 13F-HR/A Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 8,000 $272K 0.09% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 7,933 $270K 0.01% new 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,890 $268K <0.01% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 7,821 $266K <0.01% +59 13F-HR Timeline Vanderbilt University More: the full row for Vanderbilt University 7,767 $264K 0.05% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,746 $263K <0.01% +46 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 7,721 $262K 0.01% +1,417 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,253 $246K <0.01% -21 13F-HR Timeline Group Ninety One UK Ltd More: the full row for Ninety One UK Ltd 7,190 $244K <0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 7,162 $243K 0.05% new 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 7,101 $241K 0.02% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 7,060 $240K <0.01% -24,670 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,884 $234K 0.01% +148 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 6,601 $224K 0.01% -85 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 6,146 $223K 0.14% +18 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 6,438 $219K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,425 $218K <0.01% +854 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,340 $215K 0.03% +24 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,249 $212K 0.03% -142 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 6,000 $204K <0.01% new 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 5,905 $201K <0.01% -102 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,904 $201K 0.01% -311 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,557 $190K <0.01% +47 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 5,347 $182K <0.01% +90 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,252 $178K <0.01% -930 13F-HR Timeline Group VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 4,650 $158K 0.07% 0 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,531 $120K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,125 $106K 0.01% +178 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,083 $105K <0.01% +227 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,050 $104K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,781 $94.5K <0.01% +431 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,719 $92.4K 0.01% +133 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,609 $88K <0.01% +1,370 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,480 $84.3K <0.01% -251 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,284 $76.9K <0.01% -19,151 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,028 $68.9K <0.01% +493 13F-HR Timeline Group AEW CAPITAL MANAGEMENT L P in group AEW CAPITAL MANAGEMENT L P More: the full row for AEW CAPITAL MANAGEMENT L P 1,862 $63.3K <0.01% +1,362 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,711 $58.1K <0.01% -164 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,631 $55.5K <0.01% -1,845 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,600 $54.4K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,321 $44.9K <0.01% +1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,217 $42.1K <0.01% +525 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,211 $41.1K <0.01% +14 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,181 $40.2K <0.01% +766 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,071 $36.4K <0.01% +103 13F-HR/A Timeline Group SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,066 $36.2K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,000 $34K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,000 $34K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 999 $33.9K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 972 $33K <0.01% +293 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 952 $33K <0.01% +82 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 923 $31.4K 0.01% +921 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 902 $30.6K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 881 $29.9K <0.01% +12 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 876 $29.9K 0.02% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 848 $28.8K <0.01% +605 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 825 $28K <0.01% +35 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 796 $27K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 801 $27K <0.01% +163 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHP Wealth Management More: the full row for SHP Wealth Management 750 $25.5K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 629 $21K <0.01% +318 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 598 $20.3K <0.01% -38,532 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 595 $20.1K 0.01% -848 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 544 $18.5K <0.01% -8 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 500 $17K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 500 $17K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 450 $15.4K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 438 $14.9K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 428 $14.5K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 407 $14K <0.01% 0 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 406 $13.8K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 400 $13.6K <0.01% new 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 346 $11.8K <0.01% +46 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 340 $11.6K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 322 $11K <0.01% +114 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 298 $10.1K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 292 $9.92K <0.01% +80 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 267 $9.07K <0.01% +3 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 233 $7.92K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 201 $6.83K <0.01% -19 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 200 $6.8K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 166 $5.64K <0.01% +24 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 154 $5.23K <0.01% 0 13F-HR/A Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 136 $4.63K <0.01% +61 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 129 $4.38K <0.01% +91 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 127 $4.32K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 126 $4.28K <0.01% -20 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 122 $4.13K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 119 $4.04K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 100 $3.4K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 100 $3.4K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 65 $2.21K <0.01% 0 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 54 $1.83K <0.01% +15 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 50 $1.7K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 48 $1.63K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 41 $1.4K <0.01% +25 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 31 $1.05K <0.01% +5 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 27 $917 <0.01% new 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 25 $850 <0.01% new 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 19 $646 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 19 $646 <0.01% +10 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 18 $612 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 14 $476 <0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 12 $408 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 10 $329 <0.01% +1 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 9 $306 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 9 $306 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 8 $272 <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 7 $238 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6 $207 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 5 $170 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3 $102 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $68 <0.01% +1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 5 $0 0% -1 13F-HR Timeline Value filed as zero, left out of ratios.