Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,287 $598K 0.01% -3 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,263 $594K <0.01% +129 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 3,244 $593K 0.04% +1,593 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,210 $584K 0.01% +1,861 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,204 $583K 0.05% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,139 $582K 0.07% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,161 $575K 0.03% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 3,099 $564K 0.03% +80 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 3,055 $556K <0.01% -32 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,000 $546K 0.03% 0 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 3,000 $546K 0.54% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,970 $540K 0.02% +1,548 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 2,969 $540K 0.26% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,935 $534K 0.01% +258 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,910 $529K 0.37% 0 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 2,760 $520K 0.12% -1,870 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 2,851 $519K 0.02% -117 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,805 $510K 0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,789 $507K 0.07% +1,106 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 2,752 $501K 0.03% -69 13F-HR Timeline Group Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2,735 $497K 0.02% -125 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,727 $496K 0.01% -265 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,721 $495K 0.01% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,718 $494K <0.01% -5,600 13F-HR Timeline Group Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2,712 $493K 0.07% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,697 $491K 0.05% new 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 2,677 $487K 0.02% 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 2,650 $482K 0.01% -550 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,648 $482K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,629 $478K 0.01% -83 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,613 $475K 0.03% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,610 $475K 0.1% -996 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,581 $469K <0.01% +161 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,523 $459K 0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,507 $456K <0.01% -119 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 2,500 $455K 0.11% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,473 $450K 0.01% new 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,458 $447K 0.03% 0 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 2,429 $442K <0.01% new 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,425 $441K <0.01% +598 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 2,400 $437K 0.12% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,399 $436K <0.01% +272 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 2,372 $431K 0.01% +267 13F-HR Timeline Group JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 2,360 $429K 0.08% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,327 $423K 0.1% -200 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,310 $420K <0.01% -7 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,300 $418K 0.05% 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,283 $415K 0.1% 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,242 $408K <0.01% +142 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,239 $407K <0.01% 0 13F-HR Timeline Group Miller Investment Management, LP More: the full row for Miller Investment Management, LP 2,230 $406K 0.04% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,225 $405K 0.01% +452 13F-HR Timeline Group B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 2,204 $401K <0.01% 0 13F-HR Timeline Group ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 2,182 $397K 0.04% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,180 $396K 0.02% 0 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 2,176 $396K 0.11% +438 13F-HR/A Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 2,171 $395K 0.1% +73 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,163 $393K 0.01% +54 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,159 $393K 0.04% new 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 2,158 $392K <0.01% +15 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,156 $392K 0.01% -11 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,124 $386K 0.03% +41 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,087 $380K 0.01% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,081 $378K 0.02% -56 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,069 $376K <0.01% +96 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,061 $375K <0.01% +1,622 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 2,060 $375K <0.01% -20 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,033 $370K 0.07% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,031 $369K <0.01% -68 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 2,030 $369K 0.01% -1,598 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,029 $369K 0.1% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,007 $365K <0.01% new 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,001 $364K 0.01% +22 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,984 $361K <0.01% -284 13F-HR Timeline Group Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 1,973 $359K 0.16% +18 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 1,941 $353K 0.08% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,936 $352K <0.01% +652 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,920 $349K 0.03% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,911 $348K 0.01% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,905 $346K 0.01% -29 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,896 $345K 0.02% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,893 $344K 0.04% -33 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 1,872 $340K <0.01% -2,091 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,860 $338K <0.01% +64 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,842 $335K <0.01% -18 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,838 $334K 0.01% +61 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,832 $333K <0.01% +56 13F-HR Timeline Group Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 1,829 $333K 0.35% 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 1,821 $331K 0.19% -246 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,817 $330K 0.02% new 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,815 $330K 0.01% +410 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,815 $330K 0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,812 $330K 0.02% -53 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 1,800 $328K <0.01% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,791 $326K 0.16% +24 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,790 $326K 0.05% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,789 $325K <0.01% +106 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 1,789 $325K 0.13% new 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 1,742 $317K 0.08% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,732 $315K 0.04% +1,458 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,698 $309K <0.01% 13F-HR/A Timeline Group Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 1,695 $308K 0.03% -47 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,674 $304K 0.02% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,670 $304K <0.01% +774 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,661 $302K <0.01% new 13F-HR Timeline Group NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,604 $302K 0.02% -77 13F-HR Timeline Group Athena Investment Management More: the full row for Athena Investment Management 1,648 $300K 0.15% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,622 $295K 0.02% +1 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,620 $295K 0.01% +209 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,618 $294K 0.02% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,615 $294K <0.01% +388 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,600 $291K 0.07% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,589 $289K <0.01% -273 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,577 $287K 0.01% +27 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,571 $286K 0.01% -64 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,570 $286K 0.01% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,564 $284K 0.04% +224 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,562 $284K 0.01% 0 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,553 $282K 0.01% new 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,550 $282K 0.01% +34 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 1,544 $281K 0.1% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,538 $280K 0.02% -75 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 1,525 $277K 0.07% 0 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,500 $273K 0.01% 0 13F-HR Timeline Torrey-Payne Wealth Management, LLC More: the full row for Torrey-Payne Wealth Management, LLC 1,448 $273K 0.24% 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,483 $270K 0.01% -75 13F-HR Timeline VANTAGE WEALTH More: the full row for VANTAGE WEALTH 1,472 $268K 0.06% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,467 $267K 0.05% new 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,457 $265K <0.01% -254 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,453 $264K 0.01% +25 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,449 $264K <0.01% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,439 $262K 0.02% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,430 $260K 0.01% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,428 $260K 0.02% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,426 $260K 0.01% -228 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,425 $259K <0.01% +42 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,406 $256K 0.04% new 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,403 $255K 0.03% -2,078 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,374 $250K 0.04% -10 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,357 $247K 0.06% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,354 $246K <0.01% +335 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,350 $246K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,344 $244K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,342 $244K <0.01% +32 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,339 $244K 0.01% -6,393 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,337 $243K 0.01% -253 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 1,335 $243K 0.05% 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 1,335 $243K 0.18% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,327 $241K 0.01% -171 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,312 $239K 0.02% -18 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,307 $238K <0.01% +68 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,304 $237K <0.01% +18 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,303 $237K 0.03% -3 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,303 $237K <0.01% +9 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,292 $235K 0.02% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,289 $234K 0.03% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,374 $233K <0.01% -1,001 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 1,263 $230K 0.02% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,255 $228K 0.02% new 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 1,237 $225K <0.01% new 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 1,236 $225K 0.01% -138 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,231 $224K 0.12% -100 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,226 $223K <0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,221 $222K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,222 $222K <0.01% -73 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,221 $222K 0.01% -49 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,201 $218K <0.01% new 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 1,200 $218K 0.06% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,195 $217K <0.01% new 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,180 $215K <0.01% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 1,178 $214K 0.02% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,176 $214K 0.04% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,077 $212K 0.05% new 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,164 $212K 0.02% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,159 $212K 0.01% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,160 $211K 0.08% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,159 $211K <0.01% new 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,135 $206K 0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,129 $205K <0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,121 $204K 0.01% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,117 $203K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,106 $201K <0.01% +952 13F-HR Timeline FRONTIER CAPITAL MANAGEMENT CO LLC More: the full row for FRONTIER CAPITAL MANAGEMENT CO LLC 1,103 $201K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,052 $191K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 960 $175K 0.04% +150 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 944 $172K 0.06% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 923 $168K <0.01% -1,743 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 911 $166K 0.01% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 900 $164K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 878 $161K 0.01% -7 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 816 $153K <0.01% 0 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 800 $146K <0.01% -100 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 798 $145K 0.03% +18 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 783 $142K 0.01% +261 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 734 $134K 0.02% -460 13F-HR Timeline Aviso Financial Inc. 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