MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,083 $438K <0.01% +867 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 6,999 $433K <0.01% -9,838 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 6,887 $426K <0.01% +127 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 6,849 $424K <0.01% +928 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 6,798 $421K <0.01% new 13F-HR Timeline Group Zimmer Partners, LP More: the full row for Zimmer Partners, LP 6,366 $394K 0.01% -44,334 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 6,310 $391K 0.03% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 5,956 $369K <0.01% +211 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 5,882 $364K <0.01% -21,231 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,733 $355K 0.02% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,728 $355K <0.01% +555 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,679 $352K <0.01% -1,695 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,670 $351K <0.01% -123 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,526 $342K 0.01% -47 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 5,458 $338K <0.01% +134 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 5,451 $337K 0.03% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,399 $334K 0.06% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,343 $331K <0.01% 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. 5,222 $323K <0.01% -745 13F-HR Timeline Group Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 4,900 $303K 0.01% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 4,761 $295K <0.01% -216 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,760 $295K <0.01% -1,054 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 4,764 $294K 0.01% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,397 $272K 0.01% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 4,367 $270K <0.01% -2,807 13F-HR Timeline Group FJ Capital Management LLC More: the full row for FJ Capital Management LLC 4,329 $268K 0.03% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,216 $261K -6 Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,149 $257K <0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,147 $257K <0.01% -506 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,062 $251K <0.01% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3,988 $247K 0.02% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,972 $246K <0.01% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,920 $243K <0.01% -472 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,886 $241K 0.02% -371 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,712 $230K <0.01% +54 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,641 $225K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,462 $214K 0.03% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 3,417 $212K <0.01% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,393 $210K 0.01% new 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 3,384 $209K <0.01% new 13F-HR Timeline Group Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 3,276 $203K 0.04% +2,386 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,436 $151K <0.01% -83,147 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,313 $143K 0.03% 0 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 2,086 $129K 0.01% -1,530 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,046 $127K <0.01% -1,294 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,963 $122K <0.01% +725 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,709 $106K <0.01% -2 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,697 $105K <0.01% +1,630 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,601 $98.9K 0.01% -625 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,252 $77.5K <0.01% -107 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,218 $75.4K <0.01% +16 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,180 $73K <0.01% -1,204 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,100 $68.1K 0.03% -600 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,067 $66K 0.01% +25 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 988 $61.2K <0.01% +203 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 905 $56K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 791 $48.8K <0.01% +108 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 788 $48.8K <0.01% +128 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 658 $44.7K <0.01% +322 13F-HR Timeline Quarry LP More: the full row for Quarry LP 656 $40.6K 0.01% +642 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 654 $40.5K <0.01% -191 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 641 $39.7K <0.01% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 626 $38K <0.01% +253 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 592 $36.6K <0.01% +306 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 501 $31K <0.01% +14 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 484 $29K <0.01% +47 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 401 $24.8K <0.01% +39 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 400 $24.8K <0.01% +300 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 380 $23.5K <0.01% +2 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 369 $22.8K <0.01% +83 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 360 $22.3K <0.01% -3,300 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 350 $22K <0.01% +266 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 351 $21.7K 0.01% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 335 $21K <0.01% +30 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 327 $20.2K <0.01% +320 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $19.8K <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 313 $19.4K <0.01% -72 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 312 $19.3K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 302 $18K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 281 $17.4K 0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 275 $17K <0.01% 0 13F-HR/A Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 249 $15.4K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 227 $14K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 234 $14K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 244 $13.1K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 209 $13K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 200 $12.4K <0.01% +95 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 198 $12.3K <0.01% 0 13F-HR/A Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 200 $12K <0.01% -77 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 174 $10.8K <0.01% -57 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 169 $10.5K <0.01% -21 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 164 $10.1K <0.01% -13 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 131 $8.11K <0.01% +78 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 126 $7.8K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 120 $7.43K <0.01% +83 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 103 $6.38K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 100 $6.19K <0.01% -10 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 84 $5.2K <0.01% +81 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 82 $5.08K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 68 $4.21K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 67 $4.15K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 66 $4.09K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 65 $4.02K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 65 $4.02K <0.01% -9 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 51 $3.16K <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 50 $3.1K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 45 $2.79K <0.01% -49 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 43 $2.66K <0.01% 0 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 40 $2.48K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 37 $2.29K <0.01% +28 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 36 $2.23K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 26 $1.61K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 17 $1.05K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 12 $743 <0.01% 0 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 12 $743 <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 11 $681 <0.01% new 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 10 $619 <0.01% +5 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 10 $554 <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 7 $433 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 7 $388 <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6 $371 <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3 $186 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $186 <0.01% -3 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2 $124 <0.01% -8 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 2 $120 <0.01% -2 13F-HR Timeline Group CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 1 $62 <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1 $62 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.