Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 12,285 $216K 0.01% +7 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 12,117 $213K <0.01% 0 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 11,780 $207K <0.01% new 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,357 $199K 0.01% +301 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 10,983 $193K <0.01% -64,943 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 10,780 $189K 0.14% -31,199 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 10,152 $178K <0.01% -214 13F-HR Timeline Group JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 10,100 $177K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 10,017 $176K <0.01% -2,324 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 9,831 $173K 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) 8,000 $140K <0.01% +3,146 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 7,347 $129K <0.01% -14,600 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,832 $120K 0.01% +631 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,292 $110K <0.01% +3,142 13F-HR Timeline CADEN CAPITAL PARTNERS, LP More: the full row for CADEN CAPITAL PARTNERS, LP 6,083 $107K 0.24% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 5,787 $102K <0.01% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,561 $97.7K 0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,295 $93K <0.01% +3,496 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,465 $78K <0.01% 0 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 4,382 $76.9K <0.01% +214 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,940 $69.2K <0.01% +181 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 3,750 $66K 0.04% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 3,667 $64.4K 0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,432 $60.3K <0.01% -763 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,188 $56K 0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,025 $53.1K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,985 $52.4K <0.01% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 2,826 $50K <0.01% new 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 2,628 $46.1K 0.01% +520 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,257 $40K <0.01% +152 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,055 $36.1K <0.01% +1,798 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,989 $34.9K <0.01% -199 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,768 $31K 0.01% -1,483 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,762 $31K <0.01% +1,330 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,732 $30.4K <0.01% 0 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. 1,687 $30K <0.01% +525 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,501 $26.4K <0.01% +31 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,487 $26.1K <0.01% +2 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,395 $24.5K <0.01% -280 13F-HR/A Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,297 $22.8K <0.01% +364 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,133 $19.9K <0.01% -1,423 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,112 $19.5K 0.01% +20 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 1,000 $17.6K 0.01% -1,000 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 905 $15.9K <0.01% -11,847 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 871 $15.3K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 840 $15.2K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 861 $15.1K <0.01% new 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 850 $14.9K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 829 $14.6K <0.01% -905 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 825 $14.5K <0.01% -1,264 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 690 $12.1K <0.01% +43 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MASECO LLP More: the full row for MASECO LLP 662 $11.6K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 535 $9.39K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 500 $9K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 508 $8.56K <0.01% new 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 459 $8.06K <0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 401 $7.04K <0.01% +9 13F-HR/A Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 395 $6.94K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 362 $6.36K <0.01% +355 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 360 $6.32K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 349 $6.13K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 301 $5.29K <0.01% +300 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $5.27K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 300 $5K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 280 $4.92K <0.01% +30 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 248 $4.36K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 240 $4.21K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 221 $3.88K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 240 $3.8K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 200 $3.51K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 199 $3.49K <0.01% +49 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 160 $2.81K <0.01% +79 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 133 $2.33K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 123 $2.16K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 120 $2.11K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 112 $1.97K <0.01% -25 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 108 $1.9K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 100 $1.76K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 100 $1.76K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 95 $1.67K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 90 $1.58K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 86 $1.51K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 75 $1.32K <0.01% +41 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 70 $1.23K <0.01% -15 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 55 $964 <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 52 $914 <0.01% new 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 50 $878 <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 50 $878 <0.01% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 43 $756 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 33 $579 <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 22 $386 <0.01% 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 18 $316 <0.01% 13F-HR/A Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 16 $281 <0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 15 $263 <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 15 $263 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 10 $176 <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $88 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $88 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $37 <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 12 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.