BAILARD, INC. More: the full row for BAILARD, INC. 11,600 $365K 0.01% -2,000 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 11,566 $364K <0.01% +1,863 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 11,427 $360K <0.01% -1,611 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 11,383 $358K <0.01% -378 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 11,116 $350K 0.03% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,863 $342K 0.01% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 10,716 $337K 0.07% -148 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 10,824 $334K 0.06% -7,111 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 10,570 $333K 0.07% +81 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 10,317 $325K <0.01% +903 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,199 $321K <0.01% new 13F-HR Timeline Group RBF Capital, LLC More: the full row for RBF Capital, LLC 10,000 $315K 0.02% 0 13F-HR/A Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 9,946 $313K 0.01% 0 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 9,840 $310K 0.01% -8,774 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 9,800 $309K 0.06% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,791 $308K <0.01% new 13F-HR Timeline OneAscent Wealth Management LLC in group OneAscent Financial Services … More: the full row for OneAscent Wealth Management LLC 9,575 $302K 0.1% 0 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 9,303 $291K <0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,156 $288K 0.01% +65 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,136 $288K <0.01% +2,315 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 8,745 $275K 0.03% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8,613 $271K <0.01% +2,857 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 8,560 $270K 0.12% +68 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,305 $262K <0.01% +107 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 8,266 $260K 0.02% 0 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 7,940 $250K <0.01% 0 13F-HR/A Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 7,895 $249K <0.01% new 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 7,852 $247K <0.01% +1,012 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 7,822 $246K <0.01% -20 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 7,651 $241K <0.01% +4 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,521 $237K <0.01% new 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 7,283 $229K 0.05% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 7,255 $228K 0.01% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 7,061 $222K 0.04% new 13F-HR Timeline Group HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 7,059 $222K 0.09% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,002 $220K <0.01% +72 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 6,961 $219K 0.01% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 6,642 $209K 0.01% -608 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 6,589 $207K 0.1% -935 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,559 $207K 0.01% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,503 $206K <0.01% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 6,538 $206K <0.01% -8,259 13F-HR Timeline Group BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 6,020 $206K 0.02% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,310 $199K 0.01% +644 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 5,800 $183K <0.01% -1,000 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,805 $151K <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 4,681 $145K <0.01% +299 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,362 $137K <0.01% +96 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,212 $133K 0.15% -4,515 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,075 $128K <0.01% -2,990 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 4,064 $128K 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,045 $127K <0.01% -7,890 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,045 $127K 0.04% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,898 $123K <0.01% 0 13F-HR/A Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,844 $121K <0.01% 0 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 400 $119K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,491 $108K <0.01% -389 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,334 $105K <0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,195 $101K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,956 $93.1K <0.01% +173 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 2,949 $92.8K 0.02% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,770 $87.2K <0.01% -929 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,662 $83.8K 0.03% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,610 $83.4K <0.01% +70 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,556 $80.5K 0.01% +950 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,311 $72.8K 0.01% +43 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,310 $72.7K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,052 $64.6K <0.01% +72 13F-HR/A Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,010 $63.3K 0.01% new 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 2,000 $63K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,963 $61.8K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,561 $49.2K <0.01% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,462 $46K <0.01% +67 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,512 $42.5K 0.01% -1,086 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,030 $32.4K <0.01% -285 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 940 $30K <0.01% -48,883 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 795 $25.5K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 745 $23.5K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 682 $21.5K <0.01% +304 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 672 $21.2K <0.01% +429 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 647 $20.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Covestor Ltd More: the full row for Covestor Ltd 660 $20K 0.01% -332 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 597 $18.8K <0.01% +119 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 546 $17.6K <0.01% +451 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 535 $16.8K <0.01% +60 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 521 $16.6K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 518 $16.3K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 509 $16K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 401 $12.6K <0.01% +176 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 327 $10.3K <0.01% +20 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 300 $9.45K <0.01% -4,300 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 292 $9.2K -27 Timeline Quarry LP More: the full row for Quarry LP 289 $9.1K <0.01% -278 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 287 $9.04K <0.01% +218 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 282 $8.88K 0.01% -17 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 281 $8.85K <0.01% +100 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 262 $8.25K <0.01% +67 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 233 $7.34K <0.01% 0 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 220 $6.93K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 200 $6.3K <0.01% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 169 $5.32K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 160 $5.04K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 158 $4.97K <0.01% +108 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 146 $4.6K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 135 $4.25K <0.01% 0 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 130 $4.09K <0.01% -32 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 112 $3.53K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 103 $3.24K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 101 $3.18K <0.01% +69 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 97 $3.1K <0.01% +79 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 88 $2.78K <0.01% -25 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 84 $2.65K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 79 $2.45K <0.01% +62 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 72 $2.27K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 67 $2.11K <0.01% -7 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 65 $2.05K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 64 $2.02K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 64 $2K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 45 $1.43K <0.01% -1,196 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 44 $1.39K <0.01% +1 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 40 $1.26K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 39 $1.23K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 31 $976 <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 25 $788 <0.01% new 13F-HR/A Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 25 $788 <0.01% +3 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 25 $787 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 24 $756 <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 23 $724 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 21 $661 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 21 $661 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 20 $630 <0.01% +6 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 20 $630 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 17 $535 <0.01% -9 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 15 $473 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 12 $381 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 12 $380 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 10 $317 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $283 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 7 $221 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 6 $189 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5 $157 <0.01% -928 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4 $126 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $79 <0.01% -1 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $63 <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 0 $38 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 20 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.