R Squared Ltd More: the full row for R Squared Ltd 1,283 $215K 0.09% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,280 $214K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,275 $213K -314 Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,237 $207K 0.03% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,235 $206K <0.01% -350 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,222 $204K <0.01% -67 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,204 $201K <0.01% +63 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,200 $201K <0.01% -1,800 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 1,093 $183K 0.01% +914 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,045 $175K <0.01% +633 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,033 $173K 0.16% 0 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) 839 $140K <0.01% -649 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 783 $131K 0.01% +284 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 687 $115K 0.06% +338 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 658 $110K 0.02% -269 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 637 $106K 0.01% +179 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 607 $101K 0.04% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 567 $95K <0.01% +168 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 557 $93.1K <0.01% new 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 499 $83.4K <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 457 $77.1K <0.01% +22 13F-HR Timeline Group Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 456 $76.2K <0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 417 $72.9K <0.01% -87 13F-HR Timeline Group CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 400 $66.9K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 387 $64.7K <0.01% -187 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 341 $56.9K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 336 $56.2K <0.01% +311 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 320 $53.5K <0.01% -23 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 217 $47.5K 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 268 $44.8K <0.01% +115 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 268 $44.8K <0.01% -3 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 231 $38.6K <0.01% +2 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 223 $37.3K <0.01% -311 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 218 $36.4K 0.01% +210 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $33.4K <0.01% 0 13F-HR/A Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 200 $33.4K <0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 172 $28.8K <0.01% +38 13F-HR/A Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 140 $23.4K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 125 $20.8K <0.01% -2 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 119 $19.9K <0.01% -58 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 117 $19.6K 0.01% +17 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 110 $18.4K <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 109 $18.2K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 106 $17.9K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 103 $17.2K <0.01% +87 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 101 $16.9K <0.01% +14 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 93 $16K <0.01% -1 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 81 $13.5K <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 79 $13.2K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 78 $13K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 69 $11.5K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 66 $11K <0.01% +45 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 66 $11K 0.01% -171 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 62 $10.5K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 60 $10K <0.01% -44 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 59 $9.87K <0.01% new 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 59 $9.86K <0.01% +22 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 52 $8.69K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 50 $8.36K <0.01% -9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LRI Investments, LLC More: the full row for LRI Investments, LLC 49 $8.19K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 48 $8.03K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 51 $8K <0.01% +2 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. 48 $8K <0.01% -21 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 47 $7.86K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 43 $7.19K <0.01% -92 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 43 $7.19K <0.01% +14 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 39 $6.52K <0.01% +10 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 38 $6.35K <0.01% -7 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 36 $6.02K <0.01% +4 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 36 $6.02K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 28 $4.68K <0.01% +1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 26 $4.35K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 22 $3.68K <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. 22 $3.68K <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 21 $3.51K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 20 $3.34K <0.01% +14 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 19 $3.18K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 19 $3.18K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 13 $2.17K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 10 $1.67K <0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 9 $1.5K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 7 $1.16K <0.01% -66 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 6 $1K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6 $1K <0.01% +4 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7 $1K <0.01% +5 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. 5 $890 <0.01% -1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 5 $836 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4 $669 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 4 $669 <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3 $502 <0.01% +1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3 $502 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $335 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $335 <0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $168 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $167 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $167 <0.01% -1 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.