ORG Partners LLC More: the full row for ORG Partners LLC 1,180 $670K 0.12% -227 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,171 $665K 0.37% +18 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,171 $665K 0.03% -389 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,170 $664K 0.05% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,166 $662K 0.07% 0 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 1,166 $662K <0.01% new 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,164 $661K 0.01% -101 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 1,164 $661K 0.02% -53 13F-HR Timeline Group Mason & Associates Inc More: the full row for Mason & Associates Inc 1,156 $657K 0.12% new 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,152 $654K 0.44% +36 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,151 $654K 0.03% -26 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,146 $651K 0.01% -11 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,397 $649K 0.01% +3 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 1,139 $647K 0.5% -75 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,131 $642K 0.46% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,128 $641K 0.04% -333 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 1,120 $636K 0.26% 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,116 $634K 0.02% -616 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,104 $627K 0.02% +323 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,100 $625K 0.01% -43 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 1,100 $625K 0.52% -399 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,095 $622K 0.05% +502 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,092 $620K 0.32% -655 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,084 $616K 0.01% -2,586 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,081 $614K 0.03% +51 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,080 $613K 0.2% -91 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,073 $609K 0.06% +2 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 1,070 $608K <0.01% -700 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,063 $604K 0.01% -6 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,058 $601K 0.05% -3 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,049 $596K 0.01% +70 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,048 $595K 0.08% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,035 $588K 0.01% +280 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,030 $585K 0.01% -13,662 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,022 $580K 0.32% +102 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,021 $580K 0.01% -26 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 1,018 $578K 0.22% +10 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 1,016 $577K 0.21% +130 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,014 $576K 0.03% new 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,012 $575K 0.04% +3 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,010 $574K 0.29% +41 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 1,005 $571K 0.43% 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,005 $571K 0.04% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,015 $569K 0.05% 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,000 $568K 0.15% 0 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 1,000 $568K 0.27% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,000 $568K 0.3% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 998 $567K 0.02% +44 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 994 $565K 0.05% -9 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 984 $559K 0.12% -26 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 979 $556K 0.03% +490 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 976 $554K 0.03% -61 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 888 $551K 0.02% -21 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 969 $550K 0.02% +14 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 967 $549K 0.01% +336 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 963 $547K <0.01% +52 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 958 $544K 0.08% -612 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 953 $541K 0.01% +333 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 950 $540K 0.04% +413 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 946 $537K 0.02% -1,268 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 936 $532K 0.05% +197 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 933 $530K 0.11% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 925 $525K 0.04% +7 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 924 $525K 0.13% -160 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 917 $521K 0.04% +53 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 916 $520K 0.06% +548 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 915 $520K 0.18% +623 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 912 $518K 0.01% -415 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 911 $517K 0.15% +65 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 850 $516K 0.03% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 908 $516K 0.01% 0 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 891 $506K 0.05% -130 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 890 $505K 0.02% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 887 $504K 0.02% -40 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 885 $503K 0.01% -26 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 882 $501K 0.01% +137 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 881 $500K 0.04% +63 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 850 $493K 0.02% +153 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 867 $492K 0.07% +250 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 863 $490K <0.01% +26 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 862 $490K 0.01% +390 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 856 $486K 0.01% +500 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 856 $486K 0.12% +41 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 856 $486K 0.25% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 852 $484K 0.01% -15 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 850 $483K 0.05% 0 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 843 $479K 0.25% +66 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 836 $475K 0.01% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 834 $474K 0.01% -87 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 832 $473K <0.01% new 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 823 $467K 0.04% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 823 $467K 0.06% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 822 $466K 0.08% -6 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 817 $464K 0.01% +116 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 668 $460K 0.01% -1,641 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 807 $458K 0.18% +94 13F-HR Timeline Group Shay Capital LLC More: the full row for Shay Capital LLC 800 $454K 0.07% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 798 $453K 0.03% -786 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 795 $452K <0.01% +232 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 788 $448K 0.3% +206 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 784 $445K <0.01% +616 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 779 $442K <0.01% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 779 $442K 0.1% -68 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 769 $437K <0.01% -165 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 765 $434K 0.03% -1,312 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 761 $432K 0.01% +66 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Headlands Technologies LLC More: the full row for Headlands Technologies LLC 759 $431K 0.04% -80 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 758 $430K 0.01% -27 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 754 $428K <0.01% -1,395 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 750 $426K 0.08% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 743 $422K 0.01% -47 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 738 $419K 0.01% -9 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 730 $415K 0.26% -237 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 729 $414K 0.06% 0 13F-HR Timeline Group Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 721 $409K 0.27% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 711 $404K 0.01% +259 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 704 $400K 0.13% +313 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 700 $398K 0.03% 0 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 695 $395K 0.16% -122 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 690 $392K 0.09% -1,920 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 688 $391K 0.03% +205 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 686 $390K 0.06% new 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 685 $389K 0.2% 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 685 $389K 0.03% +185 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 683 $388K 0.02% -67 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 683 $388K 0.01% new 13F-HR Timeline Group Ackerman Asset Management, LLC More: the full row for Ackerman Asset Management, LLC 680 $386K 0.26% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 677 $384K 0.01% 0 13F-HR Timeline Group Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 671 $381K 0.37% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 669 $380K 0.03% -10 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 660 $375K 0.01% -50 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 659 $374K 0.06% -121 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 658 $374K <0.01% -116 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 656 $373K 0.21% -37 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 650 $369K 0.01% -2,520 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 610 $369K 0.01% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 578 $368K 0.01% +16 13F-HR Timeline Group Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 647 $367K 0.15% -7 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 632 $359K 0.07% new 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 589 $358K 0.09% -111 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 628 $357K 0.03% -362 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 625 $355K 0.04% 0 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 624 $354K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 623 $354K <0.01% -22 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 622 $353K 0.01% -268 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 613 $348K <0.01% +176 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 612 $347K <0.01% 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 609 $346K 0.05% -4 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 612 $345K 0.07% -32 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 607 $345K <0.01% -88 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 607 $345K 0.03% -32 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 606 $344K 0.32% 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 603 $343K 0.03% +20 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 602 $342K 0.01% new 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 600 $341K 0.05% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 600 $341K 0.08% -68 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 600 $341K 0.03% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 590 $335K -209 Timeline NWAM LLC More: the full row for NWAM LLC 553 $335K 0.02% 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 589 $335K <0.01% -52 13F-HR Timeline Group Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 587 $333K 0.01% -41 13F-HR Timeline City State Bank More: the full row for City State Bank 580 $329K 0.09% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 579 $329K 0.06% 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 575 $327K 0.14% +2 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 574 $326K 0.02% -38 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 574 $326K 0.3% 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 573 $325K 0.24% 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 567 $322K 0.01% 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 564 $320K 0.21% +220 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 561 $319K 0.02% +36 13F-HR Timeline Group Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 560 $318K 0.07% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 557 $316K 0.02% -70 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 514 $315K 0.07% +60 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 551 $313K 0.02% +19 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 550 $312K 0.01% -1,204 13F-HR/A Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 550 $312K 0.23% +216 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 550 $312K 0.01% +111 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 545 $310K 0.06% new 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 541 $307K 0.3% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 540 $306K 0.02% +41 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 536 $304K 0.04% +114 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 534 $303K 0.05% 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 532 $302K 0.11% new 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 531 $301K 0.05% new 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 529 $300K 0.11% +190 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 528 $300K 0.03% +2 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 527 $299K 0.01% -5 13F-HR Timeline Group J. Goldman & Co LP More: the full row for J. Goldman & Co LP 527 $299K 0.01% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 526 $299K 0.03% new 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 360 $298K 0.1% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 524 $298K 0.13% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 524 $298K 0.05% +30 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 524 $298K 0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 522 $296K 0.01% +63 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 521 $296K <0.01% -16 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 520 $295K 0.02% -200 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 516 $295K 0.01% +36 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 660 $290K 0.06% 0 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 599 $290K 0.2% +184 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 510 $290K 0.01% 0 13F-HR Timeline