BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,526 $230K <0.01% +39 13F-HR Timeline Group NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 2,500 $228K <0.01% -7,500 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 2,440 $222K <0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,427 $221K <0.01% -304 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 2,398 $218K <0.01% new 13F-HR Timeline Group Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,236 $204K 0.16% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,033 $188K <0.01% +1,745 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 2,011 $183K 0.01% +114 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,926 $175K <0.01% +24 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,757 $160K <0.01% +227 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,711 $156K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,645 $150K <0.01% -307 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,007 $116K <0.01% +842 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 1,269 $116K <0.01% new 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,128 $103K <0.01% +150 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 963 $88K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 920 $83.8K <0.01% +29 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 911 $83K <0.01% -6,032 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 850 $77.4K 0.01% +254 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 835 $76K 0.05% -15 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 827 $75.4K 0.05% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 785 $72K <0.01% +47 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 778 $70.9K <0.01% -54 13F-HR/A Timeline Vestcor Inc More: the full row for Vestcor Inc 713 $65K <0.01% -3,423 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 643 $58.6K <0.01% -26 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 641 $58.4K <0.01% +59 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 629 $57.3K <0.01% +123 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 513 $47K <0.01% -142 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 418 $38.1K <0.01% -11 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 371 $33.8K <0.01% +19 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 366 $33.3K <0.01% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 350 $31K <0.01% -12,381 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 340 $31K <0.01% 0 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 219 $20K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 200 $18.3K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 194 $17.7K 0.01% -30 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 162 $15K <0.01% +61 13F-HR Timeline Group Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 151 $13.8K <0.01% +48 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 149 $13.6K <0.01% -9,901 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 146 $13.3K <0.01% +35 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 142 $12.9K <0.01% +26 13F-HR/A Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 142 $12.9K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 150 $12.9K <0.01% +8 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 140 $12.8K <0.01% -23 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 107 $9.75K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 107 $9.75K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 103 $9.38K <0.01% -85 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $9.11K <0.01% -500 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 95 $8.65K <0.01% +18 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 85 $7.75K <0.01% -67 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 80 $7.29K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 78 $7.11K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 77 $7.01K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 67 $6.1K <0.01% +2 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 67 $6.1K <0.01% -1,879 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 67 $6.1K <0.01% -82 13F-HR/A Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 58 $5.28K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 53 $4.83K <0.01% +41 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 51 $4.65K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 50 $4.56K <0.01% +8 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 45 $4.1K <0.01% +1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 42 $3.83K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 42 $3.83K <0.01% +25 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 40 $3.64K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 39 $3.56K <0.01% +33 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 34 $3K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 32 $2.92K <0.01% -57 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 32 $2.92K <0.01% +3 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 31 $2.87K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 30 $2.73K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 30 $2.73K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 30 $2.73K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 28 $2.55K <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 $2.28K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 23 $2.1K <0.01% +9 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20 $1.82K <0.01% -2 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 18 $1.64K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 17 $1.55K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 17 $1.55K <0.01% -2 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 15 $1.37K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 14 $1.28K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 13 $1.19K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 12 $1.09K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10 $912 <0.01% -566 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 8 $729 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 7 $638 <0.01% +1 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 6 $547 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $547 <0.01% +3 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 5 $458 <0.01% -5 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $456 <0.01% -1 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 5 $429 <0.01% -4 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $365 <0.01% -42 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $364 <0.01% +3 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3 $278 <0.01% +2 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3 $273 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $244 <0.01% +1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2 $182 <0.01% -27 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1 $111 <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1 $93 <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1 $92 <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1 $91 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $91 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $91 <0.01% -1 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 0 $4 <0.01% -296 13F-HR Timeline Group Amount filed as zero, left out of ratios.