SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,765 $360K 0.03% -244 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 3,754 $359K 0.01% +40 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 3,740 $358K 0.07% +909 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,698 $354K 0.27% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,685 $353K 0.02% -85 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,672 $352K 0.06% 0 13F-HR Timeline Group Sciencast Management LP More: the full row for Sciencast Management LP 3,632 $348K 0.1% -11,815 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,588 $343K 0.02% new 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 3,501 $335K 0.02% +764 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 3,335 $319K 0.08% -300 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,295 $315K 0.01% -11 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,247 $311K 0.02% -264 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,214 $308K <0.01% -117 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,200 $306K 0.08% 0 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 3,136 $300K 0.04% +378 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,094 $296K <0.01% -328 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 3,054 $292K 0.03% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,049 $292K 0.02% -118 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,045 $291K 0.03% +1,174 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) 3,002 $287K 0.01% +2,976 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,000 $287K 0.01% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,000 $287K 0.07% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,990 $286K <0.01% -12 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,943 $282K 0.01% 0 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 2,941 $281K <0.01% new 13F-HR/A Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,887 $276K 0.1% -7,421 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,866 $274K 0.01% +76 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,830 $271K <0.01% +466 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,772 $265K 0.02% +5 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,759 $264K <0.01% -1,894 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,579 $247K <0.01% -42 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,525 $242K 0.02% +32 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,446 $234K <0.01% +98 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 2,388 $229K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,380 $228K 0.03% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,375 $227K 0.02% -9,385 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 2,305 $221K 0.01% -2 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,304 $220K <0.01% +16 13F-HR Timeline Group Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 2,300 $220K 0.11% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,257 $216K 0.01% new 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,253 $216K <0.01% +1,796 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,244 $215K 0.01% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,230 $213K 0.01% -6 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,226 $213K <0.01% new 13F-HR Timeline NS Partners Ltd More: the full row for NS Partners Ltd 2,186 $209K 0.01% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,134 $204K 0.01% new 13F-HR/A Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,106 $202K 0.02% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,099 $201K <0.01% -24 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,012 $193K 0.12% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,989 $190K 0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,949 $187K 0.01% +995 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,870 $179K 0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,650 $158K <0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,451 $139K 0.02% +364 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,450 $138K <0.01% +54 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,355 $130K <0.01% -514 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,297 $124K 0.08% -44 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,261 $121K 0.08% +1,160 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,184 $113K <0.01% +24 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 927 $88.7K <0.01% +12 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 887 $84.9K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 849 $81.3K <0.01% +72 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 825 $78.9K <0.01% +58 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 800 $76.6K <0.01% -7 13F-HR Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 795 $76.1K 0.03% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 762 $72.9K <0.01% -52 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 759 $72.6K 0.04% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 740 $70.2K <0.01% -276 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 721 $69K <0.01% +59 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 713 $68K <0.01% -54 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 680 $65.1K <0.01% -143 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 671 $64.2K <0.01% +47 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 664 $63.5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 620 $60K 0.01% -48 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 606 $58K <0.01% -147 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 602 $57.6K 0.01% -23 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 596 $57K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 407 $38.9K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 399 $38.2K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 375 $35.9K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 373 $35.7K 0.01% 0 13F-HR Timeline Pinpoint Asset Management Ltd More: the full row for Pinpoint Asset Management Ltd 370 $35.4K 0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 365 $34.9K <0.01% 0 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 363 $34.7K 0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 353 $33.9K <0.01% -86 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 353 $33.8K <0.01% -6 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 342 $32.7K 0.01% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 310 $29.7K <0.01% +22 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 300 $28.7K <0.01% new 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 300 $28.7K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 287 $27.5K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 281 $26.8K 0.01% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 269 $26K <0.01% -19 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 257 $25K <0.01% -3,175 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 247 $23.6K <0.01% +3 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 232 $22.2K <0.01% +12 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 222 $21.2K 0.01% new 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 210 $20.1K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 176 $16.9K <0.01% +27 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 159 $15.2K <0.01% +5 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 154 $14.7K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 153 $14.6K <0.01% +14 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 151 $14.5K 0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 140 $13.4K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 133 $12.7K 0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 122 $11.7K 0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 115 $11K 0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 94 $9K <0.01% 0 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 93 $8.9K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 93 $8.9K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 93 $8.9K <0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 92 $8.8K 0.01% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 82 $7.85K <0.01% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 78 $7.46K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 74 $7.08K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 74 $7.08K 0.01% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 72 $6.89K <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 71 $6.79K <0.01% new 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 67 $6.49K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 65 $6.22K <0.01% +6 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 62 $5.93K <0.01% +28 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 50 $4.79K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 50 $4.79K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 50 $4.79K <0.01% +8 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 48 $4.59K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 47 $4.5K <0.01% +7 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 46 $4.4K <0.01% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 40 $3.83K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 34 $3.25K <0.01% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 30 $3K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 31 $2.96K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 28 $2.68K <0.01% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 25 $2.39K <0.01% 0 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 24 $2.3K <0.01% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 23 $2.2K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 20 $1.91K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 19 $1.82K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 17 $1.63K <0.01% 0 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 17 $1.63K <0.01% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 14 $1.34K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 18 $1K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8 $766 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 5 $479 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $288 <0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 3 $288 <0.01% -2 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 2 $191 <0.01% new 13F-HR Timeline