Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 19,519 $1.04M 0.07% 0 13F-HR/A Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 19,514 $1.04M 0.02% +2,788 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 19,421 $1.04M <0.01% +3,542 13F-HR Timeline Group Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 19,485 $1.04M 0.22% -240 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 19,483 $1.04M 0.01% +114 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 18,474 $982K 0.02% -4,805 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 18,169 $966K 0.01% +6,904 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 18,168 $966K 0.03% +129 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 17,927 $953K 0.06% +13,270 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 17,885 $949K 0.01% +10,056 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 17,663 $939K 0.02% +3,771 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 17,649 $938K 0.03% +504 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 17,518 $931K 0.01% -28,086 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 17,480 $929K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 17,464 $928K 0.23% -2,555 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. 17,418 $926K 0.02% 0 13F-HR Timeline Group E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 17,400 $925K 0.02% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 17,159 $912K 0.05% +2,182 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 17,077 $908K <0.01% -223 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. 16,864 $896K 0.06% -7,895 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 16,779 $891K <0.01% +3,346 13F-HR Timeline Group WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 16,752 $891K 0.62% new 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 16,639 $885K 0.04% +141 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 16,564 $881K 0.01% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 16,327 $868K <0.01% -588,507 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 15,925 $847K 0.4% +90 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 15,807 $840K 0.02% new 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 15,777 $839K 0.02% +2,506 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 15,749 $837K <0.01% +338 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 15,702 $835K <0.01% -320 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 15,629 $831K <0.01% +10,553 13F-HR Timeline Group STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 15,533 $826K <0.01% -8,000 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 15,485 $823K 0.05% new 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 15,368 $817K 0.03% +514 13F-HR Timeline Group Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 15,180 $807K 0.37% +34 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 15,106 $803K 0.01% new 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 15,095 $802K 0.09% +128 13F-HR Timeline De Lisle Partners LLP More: the full row for De Lisle Partners LLP 14,863 $790K 0.1% 0 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 14,830 $788K 0.42% new 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 14,733 $783K 0.14% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 14,721 $783K 0.08% +355 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 14,623 $777K 0.02% -1,037 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 14,516 $772K 0.2% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 14,497 $771K 0.03% +1,392 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 14,483 $770K 0.08% +4,535 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 14,450 $768K 0.01% +1,300 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 14,265 $758K 0.03% +77 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 14,178 $754K 0.01% -27 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 14,176 $754K 0.04% -4,654 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 14,147 $752K <0.01% -5,469 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 14,167 $727K 0.02% +4,814 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,520 $719K <0.01% +1,973 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 13,500 $718K 0.16% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,487 $717K 0.01% +3,801 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 13,362 $710K <0.01% +2,621 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 13,302 $707K 0.12% +287 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 13,056 $694K <0.01% -2,299 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 12,820 $682K 0.04% 0 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 12,782 $680K 0.19% +333 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 12,739 $677K 0.02% -24 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 12,735 $677K 0.03% +568 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 12,668 $673K 0.02% new 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 12,591 $669K 0.04% +2,194 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 12,136 $645K 0.01% +378 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 12,016 $639K 0.18% +2,202 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 11,923 $634K <0.01% -1,211 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 11,738 $624K 0.01% +443 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 11,726 $623K <0.01% -3,623 13F-HR/A Timeline Group Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 11,657 $620K 0.22% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 11,603 $617K 0.07% new 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 11,505 $612K <0.01% -355 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 11,216 $596K <0.01% 0 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 11,154 $593K 0.01% -3,014 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 11,112 $591K 0.01% +152 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 11,087 $589K <0.01% -505 13F-HR Timeline Group Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 10,891 $579K 0.06% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,852 $577K <0.01% -718 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 10,750 $571K 0.13% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 10,727 $570K 0.01% +3,819 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 10,727 $570K 0.06% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,443 $555K 0.01% +733 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 10,330 $549K 0.03% -57 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 10,240 $544K <0.01% +6,666 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 10,000 $532K 0.14% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,990 $531K 0.01% -1,037 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,555 $508K <0.01% +3,992 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 9,501 $505K 0.02% new 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 9,441 $502K 0.21% +51 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,278 $493K <0.01% +609 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,224 $490K <0.01% -119 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 9,192 $489K 0.19% new 13F-HR/A 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. 9,178 $488K 0.02% +90 13F-HR Timeline Group Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 9,092 $483K 0.35% -4,990 13F-HR/A Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,058 $482K 0.02% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 9,058 $482K 0.08% new 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 9,000 $478K 0.02% +1,000 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,980 $477K 0.02% -1,138 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 8,971 $477K 0.01% +158 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,880 $472K <0.01% new 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,804 $468K 0.01% +59 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,738 $465K 0.01% -1,655 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 8,730 $464K 0.02% -9,106 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 8,536 $458K 0.02% +1,350 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 8,606 $458K 0.27% -355 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 8,445 $449K 0.1% +275 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 8,424 $448K 0.04% -4,816 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8,375 $445K 0.02% -1,175 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,335 $443K 0.02% +1,584 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 8,256 $439K 0.01% +6,968 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,212 $437K 0.03% +1,716 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,195 $436K 0.01% +1,746 13F-HR Timeline AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 8,183 $435K <0.01% 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 8,051 $428K 0.02% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 8,001 $425K 0.01% +84 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 7,990 $425K 0.02% -188 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 7,914 $421K 0.29% -66 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 7,892 $420K 0.06% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 7,828 $416K 0.06% +2,611 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,821 $416K 0.01% +221 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 7,690 $409K 0.23% -690 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 7,685 $409K 0.03% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 7,673 $408K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,669 $408K <0.01% +1,102 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,592 $404K <0.01% -25 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,532 $400K 0.01% +835 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 7,451 $396K 0.03% -2,838 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,438 $395K <0.01% -59 13F-HR Timeline Group 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 7,431 $395K 0.13% new 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 7,376 $392K <0.01% +508 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,332 $390K 0.01% -324 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 7,331 $390K 0.06% +243 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 7,304 $388K <0.01% +686 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,297 $388K 0.04% -1,435 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,676 $385K 0.05% -112 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,147 $383K 0.02% +2,753 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 7,184 $382K 0.05% -14 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,168 $381K 0.01% -264 13F-HR/A Timeline MQS Management LLC More: the full row for MQS Management LLC 7,072 $376K 0.22% -2,612 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,168 $371K 0.05% +1,001 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,952 $370K <0.01% new 13F-HR Timeline Group SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 6,913 $367K 0.02% -6,233 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 6,900 $367K 0.06% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 6,804 $362K 0.23% -1,218 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,784 $361K 0.01% +219 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 6,627 $352K 0.04% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,613 $352K 0.01% -29 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,642 $347K 0.09% +51 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,428 $346K <0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,465 $344K 0.01% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,449 $343K 0.01% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 6,430 $342K 0.04% +144 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 6,402 $340K 0.01% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 6,307 $335K 0.14% new 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 6,288 $334K 0.16% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,214 $330K 0.03% +40 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,211 $330K 0.01% -494 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 6,167 $328K 0.01% -1,120 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,163 $328K 0.02% -221 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 6,140 $326K 0.05% new 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 6,128 $326K 0.12% +53 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,096 $324K 0.01% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 6,064 $322K 0.1% -3,328 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 6,039 $321K 0.07% +10 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,013 $320K 0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,950 $316K 0.03% -2,729 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,936 $316K 0.01% -998 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 5,932 $315K 0.02% -92 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 5,930 $315K 0.12% -127 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,079 $314K 0.01% +10 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,906 $314K 0.01% +317 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,889 $313K 0.02% -197 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,857 $311K <0.01% +37 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 5,845 $311K 0.29% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,807 $309K 0.04% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,615 $298K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,605 $298K <0.01% +83 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 5,481 $291K <0.01% -93 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 5,444 $289K 0.11% +298 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,438 $289K 0.01% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 5,421 $288K 0.01% 0 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 5,403 $287K 0.01% +322 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,373 $286K 0.13% +59 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,357 $285K 0.01% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 5,352 $285K 0.46% new 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 5,324 $283K 0.03% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,305 $282K 0.01% new 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 5,301 $282K <0.01% -7,452 13F-HR Timeline Group Versor Investments LP More: the full row for Versor Investments LP 5,300 $282K 0.05% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,261 $280K <0.01% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 5,205 $277K <0.01% +159 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,174 $275K 0.01% -140 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 5,151 $274K 0.05% -273 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,138 $273K 0.02% 0 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 5,136 $273K <0.01% -633 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,083 $270K 0.01% new 13F-HR Timeline D.A. 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