EASTERN BANK More: the full row for EASTERN BANK 2,922 $186K <0.01% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,853 $182K <0.01% -7,756 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,699 $172K 0.01% 0 13F-HR/A Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,369 $149K <0.01% new 13F-HR Timeline Group OP Asset Management Ltd More: the full row for OP Asset Management Ltd 2,219 $141K <0.01% 0 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,996 $127K <0.01% -211 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,969 $125K 0.01% +325 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,754 $112K 0.01% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 1,710 $109K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,632 $104K <0.01% +124 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,489 $94.8K 0.02% +512 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,262 $80K <0.01% -598 13F-HR Timeline Group Amplify Investments, LLC More: the full row for Amplify Investments, LLC 1,162 $74K 2.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,150 $73.2K <0.01% +1 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,079 $68.7K <0.01% -69 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,071 $68.1K 0.02% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,012 $64.4K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,002 $63.8K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 999 $63.6K 0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 950 $60.5K 0.02% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 929 $59.3K <0.01% +395 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 813 $52K <0.01% +204 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 660 $42.6K 0.01% +250 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 619 $39.4K <0.01% +541 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 601 $38.2K <0.01% +510 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 572 $36.4K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 500 $31.8K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 485 $30.9K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 465 $29.6K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 403 $26K <0.01% +5 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 366 $23.3K <0.01% +92 13F-HR/A Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 360 $22.9K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 350 $22K <0.01% +27 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 339 $22K <0.01% -92 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 326 $21K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 308 $19.6K <0.01% -12 13F-HR Timeline Group Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 292 $18.6K 0.01% 0 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. 203 $13K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 179 $11.4K <0.01% +100 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 169 $10.8K <0.01% +7 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 126 $8.02K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 108 $6.87K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 100 $6.36K <0.01% 0 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $6.36K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 100 $6.36K <0.01% -4 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 98 $6.24K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 95 $6.05K <0.01% +20 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 75 $4.79K <0.01% -122 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 75 $4.77K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 63 $4.01K <0.01% +6 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 63 $4K <0.01% +29 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 46 $2.93K <0.01% 0 13F-HR/A Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 40 $2.55K <0.01% -1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 37 $2.35K <0.01% +10 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 35 $2.23K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 34 $2.17K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 34 $2.16K <0.01% +1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $2.1K <0.01% -184 13F-HR Timeline Amount filed as zero, left out of ratios. PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 25 $2K <0.01% -10,182 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 23 $1.46K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 22 $1.4K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 21 $1.34K <0.01% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 15 $955 <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 15 $955 <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 14 $891 <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 14 $891 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 10 $637 <0.01% +2 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 10 $637 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 9 $567 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $382 <0.01% -5 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5 $318 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $255 <0.01% +3 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4 $255 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $190 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $128 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $127 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $64 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.