Cynosure Group, LLC More: the full row for Cynosure Group, LLC 5,725 $371K 0.04% 0 13F-HR/A Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 5,610 $363K <0.01% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 5,610 $363K 0.06% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 5,586 $362K 0.07% +121 13F-HR Timeline Group MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 5,536 $359K <0.01% new 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 5,408 $350K 0.01% new 13F-HR Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 5,335 $345K <0.01% -1,426 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 5,178 $335K 0.14% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 5,053 $327K 0.08% +38 13F-HR Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 4,815 $312K +4,699 Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,300 $278K 0.02% -20 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,375 $273K <0.01% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,124 $267K 0.02% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 4,091 $265K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,985 $258K <0.01% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,931 $255K 0.01% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,544 $253K 0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,873 $251K 0.02% +138 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 3,700 $240K 0.01% -821 13F-HR Timeline Group ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 3,692 $239K 0.65% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,668 $238K <0.01% new 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 3,607 $234K <0.01% 0 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 3,507 $227K 0.37% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 3,478 $225K <0.01% +32 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,446 $223K <0.01% -4,128 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,418 $221K <0.01% +4 13F-HR Timeline Group Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,391 $220K 0.08% +110 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,317 $215K 0.01% -4,514 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,314 $215K 0.03% -464 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,150 $204K <0.01% -449 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,102 $201K <0.01% -53 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,979 $193K 0.01% +2,857 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 2,710 $176K 0.02% -124 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,595 $168K <0.01% -1,226 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 2,012 $130K <0.01% -14,549 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,900 $123K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,882 $122K <0.01% +378 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) 1,796 $116K <0.01% -3,878 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,267 $82.1K <0.01% new 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,254 $81.2K <0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,252 $81K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,000 $64.8K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 973 $63K <0.01% +219 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 667 $43.2K <0.01% -1,510 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 637 $41.3K <0.01% +527 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 631 $40.9K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 619 $40.1K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 579 $37.5K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 560 $36.3K <0.01% +136 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 507 $32.8K <0.01% +175 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 476 $30.8K <0.01% +4 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 463 $30K <0.01% 0 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 468 $29.5K 0.02% -237 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. 453 $29K <0.01% 0 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 432 $28K <0.01% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 421 $27.3K <0.01% +48 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 403 $26.1K <0.01% -204 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 385 $25.3K <0.01% +91 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 357 $23.1K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 349 $22.6K <0.01% +67 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 335 $22K 0.01% +64 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 335 $21.7K <0.01% 0 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 304 $19.7K <0.01% -2,918 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 243 $15.7K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 219 $14.2K <0.01% +150 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 204 $13.2K <0.01% -24 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 195 $13K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 177 $11.5K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 170 $11K <0.01% -58 13F-HR Timeline Group Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 147 $9.52K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 124 $8.03K <0.01% +58 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 123 $7.96K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 111 $7.19K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 110 $7K <0.01% new 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 107 $6.93K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 103 $6.72K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 103 $6.67K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 101 $6.54K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 103 $6.37K <0.01% +1 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 100 $6K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 60 $5.56K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 82 $5K <0.01% 0 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 78 $5K <0.01% +15 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 73 $4.73K <0.01% +16 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 71 $4.6K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 67 $4.34K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 69 $4K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 54 $3.5K <0.01% -534 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 44 $2.85K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 42 $2.72K <0.01% -70 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 42 $2.72K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 41 $2.65K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 32 $2.07K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 31 $2.02K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 27 $1.75K <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 23 $1.49K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 20 $1.29K <0.01% +4 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 17 $1.1K <0.01% +7 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 16 $1.04K <0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 22 $1K <0.01% -8,923 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 13 $927 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 13 $842 <0.01% -79 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10 $648 <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 10 $648 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9 $583 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8 $519 <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7 $453 <0.01% +7 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6 $389 <0.01% new 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $389 <0.01% +4 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 5 $324 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $324 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $323 <0.01% +1 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2 $130 <0.01% -326 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2 $125 <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $65 <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 7 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 232,704 $15.1K +105,248 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.