Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,825 $277K 0.01% +25 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 4,762 $274K 0.01% -729 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) 4,755 $273K 0.01% +632 13F-HR Timeline Group Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 4,606 $265K 0.05% -9,542 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 4,505 $259K 0.04% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,266 $245K <0.01% new 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 4,329 $245K 0.05% 0 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 4,329 $245K 0.05% 0 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 4,200 $241K -2,512 Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 4,088 $235K 0.11% -1,997 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,047 $233K <0.01% new 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,073 $232K 0.01% +18 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,025 $231K <0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,012 $230K <0.01% -731 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,972 $228K <0.01% new 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,963 $228K <0.01% -104 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,900 $224K 0.01% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,801 $218K <0.01% new 13F-HR/A Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,791 $218K <0.01% 0 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,745 $215K <0.01% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,690 $212K <0.01% new 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 3,665 $211K 0.04% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,638 $209K <0.01% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,632 $209K <0.01% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,534 $203K 0.07% new 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 3,500 $201K 0.02% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,400 $195K <0.01% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,288 $189K 0.01% -700 13F-HR/A Timeline Group STRS OHIO More: the full row for STRS OHIO 3,162 $182K <0.01% +67 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,842 $163K 0.04% +1,608 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,779 $160K <0.01% new 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 2,640 $152K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,162 $124K <0.01% +252 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,056 $118K 0.01% +56 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,984 $114K <0.01% +5 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,850 $106K 0.04% -1,500 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,488 $85.5K <0.01% +108 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,227 $70K <0.01% +200 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,153 $66.2K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,087 $62.4K <0.01% +21 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. 1,084 $62K <0.01% +382 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 974 $56K <0.01% +29 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 914 $53K <0.01% -238 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 890 $51.1K <0.01% new 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 859 $49.4K <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. 790 $45.4K <0.01% +566 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 746 $42.8K <0.01% +170 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 731 $42K <0.01% 0 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 690 $39.6K <0.01% -25 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 649 $37K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 566 $32.5K <0.01% +36 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 400 $23K 0.01% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 379 $21.8K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 372 $21.4K 0.02% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 300 $17.2K <0.01% 0 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 291 $17.1K <0.01% +100 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 266 $15.3K <0.01% +106 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 249 $14.3K <0.01% -941 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 247 $14K 0.01% -112 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 232 $13.3K <0.01% 0 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. 206 $11.8K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 200 $11.5K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 150 $8.42K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 138 $7.93K <0.01% 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 111 $6.38K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 109 $6.26K <0.01% 0 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 104 $5.97K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $5.75K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 86 $4.94K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 81 $4.65K <0.01% 0 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 77 $4.42K <0.01% -4,940 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 66 $3.79K <0.01% +43 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 60 $3.45K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 58 $3.33K <0.01% +25 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 46 $2.64K <0.01% -45 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 45 $2.58K <0.01% +40 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 44 $2.53K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 43 $2.47K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 37 $2.13K <0.01% +3 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 34 $2K <0.01% 0 13F-HR Timeline Group Guerra Advisors Inc More: the full row for Guerra Advisors Inc 30 $1.72K <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 30 $1.72K <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 26 $1.49K <0.01% +4 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 21 $1.21K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 21 $1.21K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 20 $1.15K <0.01% +10 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 20 $1.15K <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 19 $1K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 18 $1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 12 $706 <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12 $689 <0.01% +4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 12 $689 <0.01% -106 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 12 $661 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 11 $632 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 11 $632 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 8 $460 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7 $402 <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6 $345 <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 6 $345 <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 5 $288 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $287 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4 $230 <0.01% +1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2 $208 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3 $182 <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3 $173 <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 3 $172 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $115 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $114 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1 $58 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $58 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $57 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1 $57 <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 10 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.