FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 6,066 $377K <0.01% new 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 5,900 $367K 0.04% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 5,769 $359K 0.03% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,710 $355K 0.05% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,593 $348K 0.01% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,530 $344K 0.04% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 5,439 $338K <0.01% -21,398 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 5,412 $337K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,207 $331K <0.01% +614 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 5,210 $324K 0.01% +5,144 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,200 $323K 0.01% new 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 5,194 $323K <0.01% new 13F-HR Timeline Group MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 5,179 $322K 0.15% -5,896 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 5,000 $311K 0.02% -55,000 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,009 $306K 0.01% new 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,460 $296K 0.03% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,525 $281K <0.01% new 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 4,428 $275K 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. 4,414 $274K <0.01% +414 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 4,371 $272K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,367 $272K <0.01% +23 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) 4,325 $269K 0.01% +690 13F-HR Timeline Group Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 4,200 $261K 0.03% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 4,188 $260K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 4,138 $257K <0.01% +996 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,114 $256K <0.01% new 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 9,911 $251K <0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,035 $251K <0.01% new 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 3,997 $249K 0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 3,732 $232K 0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,724 $232K <0.01% -213 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 3,600 $224K <0.01% -120,200 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 3,513 $218K 0.08% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,145 $216K 0.01% new 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 3,450 $215K 0.02% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,340 $208K <0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,252 $202K <0.01% new 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 3,136 $195K 0.01% 0 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,820 $175K 0.04% -580 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 2,556 $159K <0.01% 0 13F-HR/A Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 2,357 $147K 0.05% new 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,969 $122K 0.02% +883 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,928 $120K 0.01% -266 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,530 $95.1K <0.01% -29 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,481 $92.1K 0.01% -344 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,398 $86.9K <0.01% -1,019 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,324 $82.3K <0.01% +335 13F-HR/A Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,209 $75K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,197 $74.4K <0.01% -86 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,028 $63.9K <0.01% +953 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,003 $62.4K <0.01% +816 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,018 $59.9K <0.01% +907 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 911 $56.6K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 794 $49.4K <0.01% -19 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 768 $47.8K <0.01% +181 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 764 $47.5K <0.01% +73 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. 725 $45.1K <0.01% +242 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 721 $44.8K <0.01% +196 13F-HR/A Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 639 $39.7K <0.01% +37 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 664 $37.1K <0.01% -1,163 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 550 $34.2K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 520 $32.8K <0.01% +226 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 507 $32K <0.01% 0 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 500 $31.1K 0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 474 $29.5K <0.01% -497 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 431 $26.8K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 389 $24.2K <0.01% +354 13F-HR/A Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 325 $20.2K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 317 $19.7K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 300 $18.7K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 289 $18K <0.01% -260 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 287 $17.8K <0.01% -339 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 286 $17.8K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 262 $16.3K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 250 $15.9K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 245 $15.2K <0.01% +104 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 240 $14.9K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 225 $14K <0.01% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 208 $12.9K 0.01% +94 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 202 $12.6K <0.01% 0 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 201 $12.5K <0.01% +166 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 154 $9.57K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 142 $9K 0.01% -152 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 141 $8.77K <0.01% -662 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 130 $8K <0.01% -77,423 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 119 $7.4K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 111 $6.9K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 108 $6.71K <0.01% +21 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $6.22K <0.01% -1,000 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 80 $4.97K <0.01% +55 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 79 $4.91K <0.01% 0 13F-HR Timeline Sapience Investments, LLC More: the full row for Sapience Investments, LLC 74 $4.6K 0.6% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 67 $4.25K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 68 $4.23K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 71 $4K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 61 $3.79K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 60 $3.73K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 54 $3.36K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 52 $3.23K <0.01% 0 13F-HR/A Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 50 $3.11K <0.01% new 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 41 $2.55K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 21 $1.82K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 29 $1.8K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 21 $1.75K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 27 $1.68K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 26 $1.62K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 25 $1.55K <0.01% -10 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 24 $1.49K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 22 $1.37K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 21 $1.31K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 19 $1.18K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 17 $1.06K <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 12 $746 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 10 $622 <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 9 $560 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 8 $498 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8 $497 <0.01% -65 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 7 $436 <0.01% +4 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 7 $435 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $249 <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 10 $71 <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1 $63 <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.