Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6,023 $973K 0.02% -4,322 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,900 $954K 0.01% -315 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 5,856 $947K 0.01% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 5,779 $934K 0.09% +15 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,737 $927K <0.01% +1,206 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,714 $924K 0.13% -1,806 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,630 $910K <0.01% +654 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 5,601 $905K 0.03% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,516 $892K 0.01% -556 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 5,490 $887K <0.01% -49,521 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,481 $886K <0.01% +758 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,458 $882K 0.02% -218 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 5,370 $877K 0.02% +910 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,375 $869K 0.02% -692 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 5,293 $856K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 5,281 $854K 0.11% 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 5,258 $850K 0.01% +1,823 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,148 $832K 0.06% +132 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 5,039 $814K 0.02% 0 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 5,019 $811K -422 Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 5,000 $808K 0.03% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,835 $782K 0.03% +1,398 13F-HR Timeline Group Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,822 $779K 0.31% -1,559 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,804 $776K 0.08% +324 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,788 $774K <0.01% +1,135 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,760 $769K 0.01% +1,524 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 4,747 $767K 0.17% +1,154 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,637 $749K 0.03% -286 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,596 $743K 0.01% +3,369 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,581 $740K <0.01% +383 13F-HR Timeline Group Advent International, L.P. in group Advent International, L.P. More: the full row for Advent International, L.P. 4,535 $733K 0.02% -32,200 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 4,526 $732K <0.01% +3,306 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,526 $732K 0.05% +39 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 4,500 $727K 0.03% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,500 $727K 0.03% +139 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,497 $727K 0.03% +1,463 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,489 $726K 0.18% +15 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,480 $724K 0.02% +26 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 4,480 $724K 0.52% 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 4,457 $720K 0.19% 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,429 $716K 0.06% -236 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,422 $715K 0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 4,412 $713K 0.04% +817 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,409 $713K 0.01% +1,192 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,375 $707K 0.03% 0 13F-HR/A Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 4,368 $706K 0.11% -494 13F-HR Timeline Group JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 4,360 $705K 0.14% -224 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,283 $692K 0.04% +43 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,272 $690K 0.05% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,255 $688K <0.01% -762 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,246 $686K 0.07% -166 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 4,023 $650K 0.05% -7 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,812 $644K 0.03% +2,383 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,934 $636K new Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,849 $622K 0.02% +2,242 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,846 $622K 0.02% -409 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,845 $621K 0.34% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 3,842 $621K 0.05% -49 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,836 $620K 0.03% +38 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,798 $614K 0.1% +9 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,736 $604K <0.01% -18,222 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,730 $603K 0.01% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,726 $602K 0.13% -72 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,679 $595K 0.11% +1,764 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,656 $591K 0.01% +1,627 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,655 $591K 0.02% +1,777 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,643 $589K <0.01% -43 13F-HR Timeline Group Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 3,618 $585K 0.02% -1,061 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 3,600 $582K <0.01% 0 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,598 $582K <0.01% -45 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 3,591 $580K <0.01% new 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,517 $568K 0.03% +15 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,510 $567K <0.01% -252 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 3,500 $566K 0.09% 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,472 $561K 0.01% +33 13F-HR/A Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,446 $557K 0.01% +1,392 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,418 $552K 0.01% +705 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 3,360 $543K 0.36% +165 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,326 $538K 0.01% +893 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 3,324 $537K +1,112 Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,314 $536K 0.01% -139 13F-HR/A Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,275 $529K 0.14% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,198 $517K 0.01% -3,600 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,124 $505K 0.01% +392 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,120 $504K 0.11% -15,460 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,102 $501K 0.01% -982 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,089 $499K 0.02% -15 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,074 $497K 0.04% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,044 $492K 0.05% +264 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,008 $491K 0.03% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,030 $490K 0.01% +1 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,016 $488K 0.08% -17 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,013 $487K 0.12% +133 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,005 $486K 0.06% -48 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 3,004 $486K 0.09% new 13F-HR Timeline Group Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 2,973 $481K -16,094 Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 2,971 $480K <0.01% new 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,949 $477K 0.32% +187 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,909 $470K <0.01% +566 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,907 $470K 0.12% new 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,772 $448K 0.03% -54 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,769 $448K 0.06% +217 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,735 $442K 0.09% +372 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,703 $437K 0.34% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,702 $437K 0.33% +1,234 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,667 $431K 0.05% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,666 $431K 0.01% +83 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,664 $431K 0.03% 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,614 $423K 0.02% +18 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,587 $418K 0.05% -168 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,582 $417K 0.01% -2,790 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,530 $409K 0.01% +33 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,517 $407K <0.01% 0 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,516 $407K 0.01% +60 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,512 $406K 0.19% -36 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,510 $406K 0.16% -220 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,506 $405K 0.04% 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 2,500 $404K 0.18% -33 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 2,500 $404K 0.07% new 13F-HR Timeline One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 2,500 $404K 4.76% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,274 $400K <0.01% -84 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,453 $396K 0.02% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,427 $392K 0.01% +172 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,401 $388K 0.13% 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,398 $388K 0.01% -19 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,381 $385K 0.01% -93 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,290 $370K 0.13% new 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 2,267 $366K <0.01% -2,142 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,262 $366K <0.01% +112 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,230 $360K 0.03% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,221 $359K 0.02% -1,088 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,217 $358K 0.12% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,199 $355K -11 Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 2,197 $355K 0.01% new 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,188 $354K 0.03% -170 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,175 $352K <0.01% new 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,143 $346K 0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,136 $345K 0.01% -1,132 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,071 $345K 0.05% -430 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,958 $345K 0.01% -120 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,128 $344K 0.01% +37 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,126 $344K 0.03% +348 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 2,090 $338K <0.01% -731 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,086 $337K 0.12% 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,085 $337K 0.01% +23 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,080 $336K 0.01% -66 13F-HR Timeline Group IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,074 $335K 0.12% +569 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,068 $334K 0.11% +11 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,040 $330K <0.01% -68 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,037 $329K 0.07% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,030 $328K 0.01% +81 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,000 $323K 0.06% 0 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 2,003 $323K 0.03% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,989 $321K 0.12% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,957 $316K 0.05% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,956 $316K 0.09% -549 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,766 $308K 0.02% -76 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,890 $305K 0.04% 0 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,879 $304K 0.04% +356 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,865 $301K 0.02% 0 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 1,831 $296K 0.09% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,824 $295K <0.01% +1,412 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 1,822 $294K 0.01% +500 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,812 $293K 0.05% +11 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,782 $288K 0.01% +28 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,778 $287K <0.01% 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,755 $284K 0.02% -1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,710 $279K 0.01% +58 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,725 $279K <0.01% +191 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,724 $279K <0.01% 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,715 $277K 0.02% -90 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,703 $275K 0.01% -760 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,703 $275K 0.01% -695 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,698 $274K 0.02% -75 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,676 $271K 0.08% -1,078 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,667 $269K 0.01% -16 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,663 $269K 0.01% +239 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,650 $267K 0.02% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,639 $265K 0.08% +213 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,634 $264K 0.01% -12,287 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,619 $262K 0.02% +153 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,513 $258K 0.01% -6 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,596 $258K <0.01% +4 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,592 $257K 0.02% +112 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,589 $257K 0.01% -3,283 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 1,581 $256K 0.11% 13F-HR Timeline FJ Capital Management LLC More: the full row for FJ Capital Management LLC 1,557 $252K 0.03% -6,736 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,546 $250K 0.01% +63 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,529 $247K 0.01% +11 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,522 $246K 0.02% +103 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,494 $241K 0.03% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,482 $240K <0.01% 0 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,481 $239K 0.03% +22 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,478 $239K 0.01% new 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 1,445 $234K 0.1% -4 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,440 $233K 0.01% +111 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,439 $233K 0.01% -28 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,426 $230K 0.06% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,421 $230K <0.01% +544 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,409 $228K 0.01% +9 13F-HR Timeline