NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,069 $221K <0.01% new 13F-HR/A Timeline Rhenman & Partners Asset Management AB More: the full row for Rhenman & Partners Asset Management AB 3,000 $216K 0.02% -17,000 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,983 $215K <0.01% +88 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,950 $212K 0.11% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,923 $211K <0.01% +412 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,896 $209K 0.02% +333 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,780 $200K 0.01% -1,000 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,764 $199K <0.01% +435 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,346 $169K 0.02% 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,313 $167K <0.01% -5 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,310 $166K 0.02% +210 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,253 $162K 0.03% +19 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,156 $155K <0.01% +18 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,137 $154K <0.01% +268 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,127 $153K 0.02% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,116 $152K 0.05% -171 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,096 $151K <0.01% +781 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,047 $147K 0.01% -108 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,909 $138K 0.01% -6,487 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,866 $134K <0.01% -3,480 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,700 $122K 0.01% -69 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,597 $115K 0.06% 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,596 $115K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,493 $108K 0.01% +83 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,476 $106K 0.03% -424 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,468 $106K 0.02% 0 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,449 $104K <0.01% -461 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,376 $99.1K <0.01% +429 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,246 $90.3K <0.01% +41 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,146 $82.5K 0.01% -312 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 1,048 $81.4K 0.05% +976 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,078 $77.6K <0.01% +322 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 1,063 $76.6K 0.02% -126 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 1,036 $74.6K 0.06% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 990 $71.3K 0.01% +42 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 878 $63.2K <0.01% -500 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 857 $61.7K <0.01% -145 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 820 $59.3K 0.04% -60 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 800 $57.6K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 800 $57.6K 0.02% 0 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 764 $55K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 763 $55K 0.01% +198 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 681 $49.1K <0.01% +69 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 672 $48.4K <0.01% +253 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 632 $46K 0.02% -103 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 599 $43.1K <0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 596 $42.9K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 578 $41.6K <0.01% -401 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 527 $41.5K <0.01% -1,172 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 565 $40.7K <0.01% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 540 $38.9K <0.01% -19 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 530 $38.2K <0.01% +168 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brooklyn Investment Group More: the full row for Brooklyn Investment Group 527 $38K 0.01% +41 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 472 $34K <0.01% -71 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 468 $33.7K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 461 $33K 0.02% -242 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 437 $31.5K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 415 $29.9K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 414 $29.8K <0.01% +7 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 409 $29.5K <0.01% -40 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 403 $29.1K 0.02% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 403 $29K <0.01% new 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 377 $27.1K <0.01% +1 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 354 $25.5K <0.01% -107 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 316 $22.8K 0.05% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 280 $20.2K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 244 $17.6K <0.01% +174 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 212 $16K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 209 $15.1K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 200 $14.4K 0.03% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 200 $14.4K 0.01% 0 13F-HR/A Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 187 $13.5K 0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 156 $12.3K <0.01% -43 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 162 $11.7K <0.01% -1,170 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 160 $11.5K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 154 $11.1K 0.01% -205 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 148 $10.7K <0.01% -29 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 147 $10.6K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 146 $10.5K <0.01% +8 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 142 $10K <0.01% +6 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 130 $9.96K 0.01% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 131 $9.44K 0.02% +30 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 129 $9.29K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 116 $8.36K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 111 $8K <0.01% -102 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 109 $7.85K <0.01% +2 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 105 $7.56K <0.01% +25 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 100 $7.2K 0.01% 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 96 $6.92K <0.01% -1 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 90 $6.48K <0.01% new 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 90 $6.48K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 88 $6.34K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 84 $6.05K <0.01% new 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 77 $5.55K <0.01% +10 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 76 $5.47K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 74 $5.33K <0.01% -14 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 70 $5.04K <0.01% -127 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 69 $4.97K <0.01% 13F-HR/A Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 66 $4.79K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 66 $4.78K <0.01% +6 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 66 $4.75K <0.01% -5 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 64 $4.61K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 64 $4.61K 0.11% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 60 $4.4K <0.01% -12 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 60 $4.32K <0.01% +4 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 60 $4.32K <0.01% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 57 $4.11K <0.01% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 53 $3.82K <0.01% +17 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 52 $3.76K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 52 $3.75K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 52 $3.75K <0.01% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 52 $3.75K <0.01% -21 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 50 $3.6K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 50 $3.6K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 50 $3.58K <0.01% +21 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 45 $3.24K <0.01% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 47 $3K <0.01% +7 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 45 $3K <0.01% +7 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 41 $2.95K <0.01% new 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 38 $2.77K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 38 $2.77K <0.01% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 35 $2.55K <0.01% +7 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 34 $2.45K <0.01% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 32 $2.31K <0.01% +4 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 32 $2.31K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 32 $2.31K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 30 $2.29K <0.01% +26 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 26 $1.88K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 25 $1.8K <0.01% +3 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 25 $1.8K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 24 $1.73K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 22 $1.58K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 22 $1.58K <0.01% 0 13F-HR/A Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 21 $1.52K <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 20 $1.44K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 20 $1.44K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 19 $1.37K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 17 $1.23K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 17 $1.23K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 15 $1.08K <0.01% -5 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 15 $1.08K <0.01% 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 15 $1.08K <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 15 $1.08K <0.01% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 16 $1K <0.01% 0 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 13 $936 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 12 $864 <0.01% 0 13F-HR/A Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 12 $864 <0.01% -12 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 10 $720 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 8 $577 <0.01% +1 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 8 $576 <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 8 $576 <0.01% +3 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 6 $432 <0.01% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 5 $360 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $360 <0.01% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 4 $288 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4 $288 <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4 $288 <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4 $288 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $216 <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 3 $202 <0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2 $145 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2 $144 <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2 $144 <0.01% new 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1 $72 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.