Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 10,600 $691K 0.21% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 10,521 $686K 0.03% -2,821 13F-HR Timeline Group SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 10,302 $672K 0.38% new 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 10,244 $668K 0.07% +5,747 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 10,194 $665K 0.02% -1,376 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 10,163 $661K 0.01% +145 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 10,052 $655K 0.16% -3 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 10,049 $655K 0.05% -10,714 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 10,000 $652K 0.2% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 10,000 $652K 0.17% 0 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 9,823 $641K <0.01% +3,843 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 9,787 $638K 0.02% +1,731 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 9,760 $636K 0.09% +140 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 9,689 $632K 0.08% +2,650 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 9,682 $631K 0.01% +816 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 9,618 $627K <0.01% -5,917 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 9,594 $626K 0.01% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 9,548 $623K 0.07% -43 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 9,409 $614K 0.01% -5,423 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 9,315 $607K 0.03% +1,000 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 8,969 $607K 0.08% +261 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 9,178 $599K 0.36% +2,944 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,152 $597K <0.01% -4,306 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 9,019 $588K 0.03% +2 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,938 $583K <0.01% new 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 8,900 $580K 0.28% +1,400 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 8,890 $580K 0.01% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 8,822 $575K <0.01% -116 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,787 $573K 0.01% -105,248 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,756 $571K <0.01% -14,631 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,540 $557K <0.01% -877 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 8,484 $553K 0.26% +289 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,481 $553K 0.01% -25,324 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 8,460 $552K <0.01% -7,169 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 8,369 $546K <0.01% +23 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 8,347 $544K 0.02% -1,208 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 8,273 $539K 0.24% +312 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,239 $537K <0.01% -1,986 13F-HR Timeline Group TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 8,119 $529K 0.05% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 8,086 $527K 0.02% new 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 8,077 $527K 0.02% -1,599 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 8,060 $526K 0.1% -90 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 8,045 $525K 0.08% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 7,884 $514K 0.02% -100 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,533 $513K <0.01% +2,350 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 7,746 $505K 0.2% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 7,700 $502K 0.03% +1,228 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,668 $500K 0.09% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,622 $497K 0.03% +449 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 7,609 $496K <0.01% -890 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,587 $495K 0.01% new 13F-HR/A Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,097 $486K 0.01% 0 13F-HR 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 7,443 $485K 0.01% -2,281 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,379 $481K 0.01% -105 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,355 $480K 0.2% -1,444 13F-HR Timeline Kentucky Retirement Systems group of 2 filers holding More: the full row for Kentucky Retirement Systems 7,342 $479K -17,516 Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 7,323 $478K 0.01% -106,796 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 $477K 0.01% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,145 $466K <0.01% -1,654 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 7,121 $464K 0.02% +1,273 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,115 $464K <0.01% -22,284 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 7,105 $463K 0.01% -94,458 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 $463K <0.01% -51,234 13F-HR Timeline Group SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 6,721 $456K 0.07% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,974 $455K 0.02% -120 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 6,966 $454K 0.01% -820,900 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,934 $452K 0.02% +80 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 6,878 $449K 0.16% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,871 $448K 0.03% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 6,865 $448K 0.08% +253 13F-HR/A Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 6,863 $448K 0.01% -6,527 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 6,834 $446K 0.12% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 6,735 $439K 0.06% 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,682 $436K 0.03% -53 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 5,961 $433K 0.15% -2,125 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,522 $425K 0.02% -405 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 6,446 $420K 0.01% -34,868 13F-HR Timeline Group Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 6,427 $419K 0.56% -637 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,333 $413K 0.03% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 6,269 $409K 0.01% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,218 $405K 0.01% -3,030 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 6,148 $401K -11,497 Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,144 $401K 0.02% +1,137 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,095 $397K <0.01% +631 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,973 $397K 0.04% -2,408 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,059 $395K 0.03% +1,065 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6,036 $394K <0.01% +28 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 5,996 $391K 0.02% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 5,983 $390K <0.01% -3,733 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,944 $388K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,866 $383K 0.02% -1,334 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 5,844 $381K <0.01% +721 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 5,840 $381K <0.01% -289 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 5,832 $380K 0.11% -1,851 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 5,829 $380K 0.02% +213 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,802 $378K <0.01% +615 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,739 $374K 0.01% +2,674 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 5,702 $372K <0.01% new 13F-HR/A Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 5,528 $371K 0.1% +764 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,681 $370K 0.03% +219 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,664 $369K 0.02% +1,938 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 5,662 $369K 0.15% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,632 $367K 0.04% +1,320 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 5,604 $365K 0.05% -208 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,560 $363K 0.04% +310 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 5,395 $352K 0.03% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,376 $351K 0.01% +933 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 5,368 $350K 0.33% +457 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 5,324 $347K 0.12% 0 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,208 $340K 0.01% +2,096 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,195 $339K 0.01% +2,671 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 5,183 $338K 0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,162 $337K 0.01% +17 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 5,148 $336K 0.02% -235 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 5,113 $333K 0.29% -2,286 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,104 $333K 0.02% -378 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 $331K 0.01% -345 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,014 $327K 0.01% +2,064 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 5,058 $326K 0.16% +10 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 4,949 $323K 0.02% -111 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 4,918 $321K 0.23% -2,780 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 4,874 $318K 0.03% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,848 $316K <0.01% -5,235 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,804 $313K 0.04% +763 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 4,800 $313K 0.06% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,679 $305K 0.1% +1,269 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,596 $300K <0.01% +223 13F-HR Timeline Group Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 4,579 $299K 0.1% -29 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,572 $298K +834 Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,563 $298K <0.01% -61,708 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 4,516 $294K -71,476 Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 4,352 $294K 0.13% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,450 $290K 0.05% +786 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 4,439 $289K +334 Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,417 $288K <0.01% -9,905 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,373 $285K 0.06% -829 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 4,347 $283K <0.01% -5,257 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,343 $283K <0.01% -1,453 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,343 $283K 0.03% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,323 $282K 0.01% -185 13F-HR Timeline Group Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 4,321 $282K <0.01% -8,607 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,302 $281K 0.02% +21 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 4,851 $280K 0.13% -1,682 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,285 $279K 0.02% +1,047 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,253 $277K <0.01% +1,089 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 4,214 $275K <0.01% +98 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,141 $270K 0.01% -146 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,140 $270K 0.02% 0 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 4,134 $270K 0.05% -103 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,110 $268K 0.01% -3,050 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,037 $263K 0.02% -33 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,009 $261K <0.01% +665 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 4,000 $261K 0.02% -152 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,903 $255K <0.01% +1,075 13F-HR Timeline Group Somerset Trust Co More: the full row for Somerset Trust Co 3,797 $248K 0.08% -25 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 3,768 $246K 0.02% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 3,768 $246K 0.03% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,732 $243K 0.04% -20 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,725 $243K 0.04% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,709 $242K <0.01% +65 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,669 $239K 0.02% +664 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,578 $233K 0.15% +8 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,544 $231K 0.01% +1,162 13F-HR/A Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,521 $230K <0.01% -20,911 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,513 $229K 0.01% -850 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,501 $228K <0.01% -15,716 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,443 $225K 0.13% -434 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 3,442 $224K <0.01% -653 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,441 $224K 0.01% +517 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,439 $224K 0.02% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,421 $223K 0.07% +645 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,416 $223K <0.01% -578 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,393 $221K 0.02% +396 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,382 $221K 0.02% -3,050 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,332 $217K <0.01% -20 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,835 $212K 0.16% +493 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,244 $212K 0.01% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,227 $210K 0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,214 $210K <0.01% -315 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,202 $209K 0.06% -4,339 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 $209K <0.01% new 13F-HR Timeline Group Venator Management LLC More: the full row for Venator Management LLC 3,200 $209K 0.05% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,191 $208K 0.02% -25 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,178 $207K 0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,154 $206K <0.01% +345 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,133 $204K <0.01% -217 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,123 $204K 0.03% +299 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,102 $202K 0.01% -1,021 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 3,100 $202K 0.18% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,098 $202K <0.01% -448 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,075 $201K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,077 $201K <0.01% +377 13F-HR/A Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,070 $200K 0.01% -215 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,976 $194K 0.01% +2,134 13F-HR/A Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 2,900 $189K 0.04% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,883 $188K +1,424 Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,673 $174K 0.03% -1,017 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,628 $171K <0.01% +1,728 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,569 $165K <0.01% -100 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,503 $163K <0.01% +281 13F-HR Timeline