Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 10,861 $697K 0.02% new 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 10,600 $680K 0.2% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 10,527 $674K 0.01% +364 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 10,418 $668K <0.01% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 10,362 $665K 0.01% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 10,300 $661K 0.09% +540 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 10,194 $654K 0.02% 0 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 10,060 $645K 0.1% +8 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 10,000 $642K 0.17% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 10,583 $639K 0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,890 $634K 0.01% -1,854 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 9,882 $634K 0.08% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 9,811 $629K 0.05% -2,983 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 9,755 $626K 0.06% +207 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 9,718 $623K 0.15% +2,884 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 9,692 $622K 0.43% +4,774 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,679 $621K 0.01% +1,198 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,670 $620K 0.05% +6,288 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 9,618 $617K <0.01% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 9,608 $616K <0.01% -1,144,611 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 9,488 $609K 0.1% +1,820 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,296 $596K 0.01% +4,282 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 9,139 $587K 0.07% -550 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,964 $575K <0.01% +424 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 8,900 $571K 0.26% 0 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 8,890 $570K 0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,876 $569K 0.01% +89 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 8,809 $565K 0.03% +1,938 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,796 $564K 0.01% new 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 8,748 $561K 0.01% +2,600 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 8,731 $560K 0.2% -3,827 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 8,729 $560K 0.07% -240 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 8,560 $549K 0.24% +76 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 8,559 $549K 0.02% +859 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 8,451 $542K 0.02% +104 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 7,784 $540K 0.02% -100 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 8,235 $531K 0.08% +175 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 8,273 $531K 0.21% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,122 $521K 0.01% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 8,022 $515K <0.01% -800 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 7,985 $512K 0.01% +542 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 7,924 $508K 0.01% -1,758 13F-HR/A Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 7,884 $506K 0.01% new 13F-HR Timeline Group Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 7,805 $501K 0.17% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,763 $498K 0.02% +1,241 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 7,759 $498K <0.01% -701 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,733 $496K <0.01% +5,557 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,662 $492K <0.01% +283 13F-HR Timeline Group Annandale Capital, LLC More: the full row for Annandale Capital, LLC 7,600 $488K 0.07% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 6,721 $480K 0.07% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,459 $478K <0.01% -6,226 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 7,355 $472K 0.04% new 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,337 $471K 0.01% new 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,323 $470K 0.02% -299 13F-HR Timeline Aware Super Pty Ltd as trustee of Aware… More: the full row for Aware Super Pty Ltd as trustee of Aware Super 7,308 $469K 0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 7,219 $463K 0.04% +1,587 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 7,194 $461K <0.01% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,127 $457K 0.01% +1,965 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 7,100 $455K <0.01% 0 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 7,072 $454K 0.01% +854 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 7,069 $453K 0.08% +204 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,943 $445K 0.02% +9 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,887 $442K 0.01% +2,878 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 6,735 $432K 0.05% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 6,713 $431K <0.01% new 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,698 $430K 0.02% +16 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,690 $429K 0.03% +1,009 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,627 $425K 0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,614 $424K <0.01% +81 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 6,586 $423K <0.01% +603 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,554 $420K 0.01% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 6,550 $420K 0.05% +990 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,506 $417K <0.01% +2,253 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 6,491 $416K <0.01% -16,807 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 6,442 $413K 0.46% +15 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,403 $411K <0.01% -712 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 6,395 $410K 0.1% +867 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,381 $409K 0.02% +237 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 6,354 $408K 0.01% +2,052 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,347 $407K 0.01% -627 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 6,289 $403K +1,717 Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 6,280 $403K 0.1% 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 6,176 $396K 0.04% +781 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,173 $396K <0.01% +3,075 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 6,101 $391K 0.36% +733 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 6,060 $389K <0.01% +258 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 6,053 $388K 0.01% -2,024 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 6,035 $387K 0.07% -13,957 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,944 $381K <0.01% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 5,922 $380K 0.01% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,831 $374K 0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,816 $373K <0.01% -279 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,777 $371K 0.01% new 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 5,751 $369K <0.01% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,747 $369K 0.01% -8,544 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,718 $367K 0.07% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,689 $365K 0.03% new 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 5,606 $360K 0.02% -5,656 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,577 $358K 0.01% -692 13F-HR/A Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 5,531 $355K 0.04% new 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 4,824 $348K 0.15% -27 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,361 $344K 0.02% +257 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,270 $338K 0.02% -394 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 5,230 $336K 0.01% -3,789 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,947 $333K 0.14% -111 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 5,177 $332K 0.05% +727 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 5,183 $332K 0.01% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 5,137 $330K 0.01% -1,829 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 5,083 $326K 0.01% 0 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 5,010 $321K 0.1% -314 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,926 $316K 0.02% -222 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,906 $315K 0.02% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 4,904 $315K 0.02% -45 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,885 $313K 0.07% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 4,885 $313K 0.02% +11 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 4,829 $310K 0.16% -4,349 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,828 $310K 0.02% new 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 4,809 $308K 0.01% -2,312 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 4,800 $308K 0.05% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,785 $307K 0.01% +3,204 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,692 $301K 0.06% +319 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,677 $300K <0.01% +81 13F-HR Timeline Group Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 4,622 $297K 0.06% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,587 $294K 0.01% new 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 4,567 $293K 0.09% -12 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,450 $285K <0.01% +1,373 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 4,352 $279K 0.11% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,351 $279K 0.01% +28 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,325 $277K 0.03% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,306 $276K 0.1% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,303 $276K 0.05% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,299 $276K 0.08% -380 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,296 $276K 0.02% -1,763 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 4,289 $275K 0.04% +155 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 4,278 $274K 0.03% 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,266 $274K 0.03% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,250 $273K 0.03% +4,200 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,249 $273K <0.01% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,931 $272K 0.2% +96 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,140 $266K 0.01% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,118 $264K <0.01% +409 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,110 $264K 0.01% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,106 $263K <0.01% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 4,047 $260K <0.01% -1,793 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,037 $259K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 4,015 $258K 0.02% +15 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 4,010 $257K 0.01% -3,313 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,980 $255K 0.04% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,974 $255K 0.01% +533 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,913 $251K 0.05% +181 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,903 $250K 0.07% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,884 $249K 0.01% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,882 $249K 0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,855 $247K <0.01% +611 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,804 $244K 0.01% -4,282 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 3,768 $242K 0.02% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 3,768 $242K 0.02% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 3,674 $236K 0.07% -123 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,624 $232K 0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,608 $231K 0.01% -533 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,603 $231K <0.01% -15,377 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,554 $228K <0.01% +1,051 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 3,542 $227K 0.04% new 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 3,537 $227K <0.01% +95 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 3,537 $227K 0.39% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,451 $225K <0.01% +35 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,427 $220K 0.02% +34 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,350 $219K 0.03% -375 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,413 $219K 0.01% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,399 $218K <0.01% new 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,367 $216K <0.01% -146 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,319 $213K <0.01% +1,506 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,316 $213K 0.01% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,279 $210K 0.07% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,272 $210K 0.1% +3,270 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,269 $210K 0.1% -174 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 3,251 $209K <0.01% -41,574 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,219 $207K 0.04% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,200 $205K <0.01% 0 13F-HR Timeline Group Venator Management LLC More: the full row for Venator Management LLC 3,200 $205K 0.05% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,191 $205K 0.01% new 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,190 $205K <0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,164 $203K <0.01% -1,179 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,146 $202K 0.02% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,134 $201K <0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,900 $186K 0.04% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,733 $175K <0.01% +670 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,662 $171K <0.01% +93 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,458 $158K 0.12% -2,655 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,452 $157K <0.01% -1,026,886 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,354 $151K 0.01% +862 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,314 $148K 0.01% 0 13F-HR Timeline PFA Pension, Forsikringsaktieselskab More: the full row for PFA Pension, Forsikringsaktieselskab 2,267 $145K <0.01% -573,611 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,098 $135K <0.01% -78 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,990 $128K <0.01% -986 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,801 $115K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,790 $115K 0.03% +476 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,718 $109K <0.01% +82 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,697 $109K 0.03% +1,130 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,683 $108K <0.01% 13F-HR Timeline