HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC More: the full row for HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 5,284,190 $272M 0.9% -71,874 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 2,865,925 $136M 2.25% -7,002 13F-HR/A Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,623,960 $83.5M 0.02% +172,212 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,594,580 $82M <0.01% +307,340 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,260,172 $64.8M 0.01% +57,467 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 790,435 $40.6M <0.01% -9,752 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 715,610 $36.8M <0.01% +87,565 13F-HR Timeline Group BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 598,396 $30.8M 0.34% -11,010 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 484,996 $24.9M 0.01% +35,412 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 422,222 $21.7M <0.01% -27,295 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 380,516 $19.6M <0.01% -413,255 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 253,640 $13M <0.01% +115,416 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 209,721 $10.8M 0.01% -489,210 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 187,714 $9.65M -10,190 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 181,857 $9.35M <0.01% -1,533 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 169,724 $8.72M <0.01% 13F-HR/A Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 141,488 $7.27M 0.23% +72,342 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 134,524 $6.91M <0.01% +22,770 13F-HR Timeline Group Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 119,848 $6.16M <0.01% -4,047 13F-HR Timeline Group MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 89,140 $4.58M 0.28% -5,570 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 81,212 $4.17M 0.73% +1,865 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 76,306 $3.92M 0.09% +71,851 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 74,476 $3.83M 0.01% +3,001 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 65,942 $3.39M 0.01% +5,004 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 56,210 $2.89M <0.01% +247 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 54,443 $2.8M 0.03% +19,493 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 48,434 $2.49M 0.05% -6,061 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 44,597 $2.29M <0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 41,759 $2.15M 0.04% +4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 38,867 $2M 0.04% +76 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 38,447 $1.98M <0.01% +8,818 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 36,800 $1.89M <0.01% -2,300 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 35,832 $1.84M 0.04% +6 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 34,325 $1.76M <0.01% -12,097 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 34,305 $1.76M 0.21% -19,450 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 34,212 $1.76M 0.02% -856 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 33,751 $1.73M <0.01% -271 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,852 $1.43M <0.01% +10,466 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 27,798 $1.43M <0.01% +8,140 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 25,000 $1.29M <0.01% new 13F-HR Timeline Group Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 21,436 $1.1M 0.08% +145 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 21,300 $1.09M 0.29% +3,600 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 21,093 $1.08M <0.01% +1,784 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 20,476 $1.05M <0.01% +3,551 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 20,344 $1.05M <0.01% +932 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 20,285 $1.04M 0.01% +672 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 19,511 $1M <0.01% +1,096 13F-HR Timeline Group Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 19,200 $987K 0.65% new 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 18,937 $973K <0.01% +2,956 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 18,719 $962K <0.01% new 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 18,618 $957K 0.05% new 13F-HR/A Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 17,612 $905K 0.02% -174 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 17,402 $894K 0.03% +207 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 16,967 $872K 0.03% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 16,175 $831K <0.01% +1,936 13F-HR Timeline Group CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 16,060 $825K 0.28% +3,705 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 15,729 $808K <0.01% +10,197 13F-HR Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 15,688 $806K 0.01% -46 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 13,284 $683K <0.01% +851 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 12,506 $642K <0.01% +228 13F-HR Timeline Group Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 12,462 $641K 0.02% +7,362 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,830 $607K <0.01% -1,674 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 11,061 $569K 0.04% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,430 $536K 0.01% +860 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,370 $533K <0.01% -629 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 10,231 $526K <0.01% +249 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 10,194 $524K <0.01% -739 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 10,140 $521K 0.14% -82 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 9,733 $500K 0.02% -319 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 8,885 $457K 0.45% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,672 $446K 0.1% -275 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 8,059 $414K 0.04% +146 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 8,045 $414K <0.01% -147 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,883 $405K 0.01% -1,034 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 7,567 $389K 0.04% +2,605 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,555 $388K <0.01% -3 13F-HR Timeline Group Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 7,225 $371K 0.12% +1,934 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 6,928 $356K 0.16% +260 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,885 $354K 0.01% +350 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,646 $342K <0.01% -1,644 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,232 $320K 0.02% +33 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 6,011 $309K <0.01% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,978 $307K <0.01% -184 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 5,937 $305K 0.01% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,735 $295K 0.01% -147 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 5,674 $292K 0.02% -646 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,576 $287K <0.01% +195 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,554 $285K <0.01% -523 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 5,225 $269K 0.17% +885 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,169 $266K <0.01% -103 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,124 $263K 0.01% -134 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 5,110 $263K 0.21% -6,688 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,105 $262K 0.03% +251 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,788 $246K 0.02% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,612 $237K <0.01% -63 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 4,575 $235K <0.01% 0 13F-HR/A Timeline Optas, LLC More: the full row for Optas, LLC 4,558 $234K 0.05% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,783 $231K <0.01% -1,614 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,361 $224K <0.01% +187 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 4,361 $224K <0.01% +187 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,231 $217K <0.01% new 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,024 $207K <0.01% -719 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,950 $203K 0.02% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,930 $202K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,368 $173K <0.01% +2,076 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 3,000 $154K 0.02% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,168 $111K <0.01% +787 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,846 $94.9K <0.01% +4 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,802 $92.7K <0.01% -674 13F-HR/A Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,705 $87.6K 0.01% +44 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,360 $69.9K <0.01% -288 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,348 $69.3K <0.01% -2,178 13F-HR/A Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,327 $68.2K 0.01% -38 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,247 $64.1K 0.01% +599 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,179 $60.6K 0.01% +966 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,272 $57.4K <0.01% +39 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,103 $56.7K 0.05% -23 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,068 $54.9K 0.02% -3,226 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,000 $51.4K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 983 $50.5K <0.01% -3 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 954 $49K <0.01% +109 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 946 $48.6K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 861 $44.3K <0.01% -315 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 723 $37.2K 0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 640 $32.9K <0.01% +37 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 626 $32K <0.01% -26 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 565 $29K <0.01% +82 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 543 $27.9K <0.01% +139 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) 543 $27.9K <0.01% -387 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 529 $27.2K <0.01% +528 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 520 $26.7K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 446 $22.9K <0.01% +200 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 424 $21.8K <0.01% +358 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 424 $21.8K 0.01% +8 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 404 $20.8K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 349 $17.9K <0.01% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 334 $17.2K <0.01% 0 13F-HR/A Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 308 $15.8K <0.01% 0 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 250 $12.8K <0.01% +64 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 241 $12.4K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 234 $12K <0.01% +167 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 232 $11.9K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 228 $11.7K <0.01% -3,070 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 216 $11.1K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 214 $11K <0.01% +204 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 176 $10K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 189 $9.71K <0.01% +102 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 185 $9.51K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 182 $9.36K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 168 $8.63K <0.01% -12 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 165 $8.48K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 154 $7.92K 0.01% 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/ 148 $7.61K <0.01% +100 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 130 $6.68K <0.01% +67 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 129 $6.63K <0.01% 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 125 $6.41K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 114 $5.86K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 105 $5.4K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 90 $4.68K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 82 $4.19K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 86 $4K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 67 $3.44K <0.01% +10 13F-HR Timeline MOTCO More: the full row for MOTCO 59 $3.03K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 59 $3.03K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 54 $2.73K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 53 $2.72K <0.01% new 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 45 $2.31K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 42 $2.16K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 40 $2.06K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 35 $2K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 32 $1.65K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 30 $1.54K <0.01% -177 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 30 $1.54K <0.01% -15 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 30 $1.54K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 32 $1.49K <0.01% +16 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 27 $1.39K <0.01% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 28 $1.36K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 26 $1.34K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 24 $1.23K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 17 $874 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 15 $771 <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 15 $771 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 14 $720 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 14 $720 <0.01% +3 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 12 $617 <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9 $469 0.04% -9,245 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3 $154 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2 $125 <0.01% new 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 2 $103 <0.01% -2 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1 $26 <0.01% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 8 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.