NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 5,879 $1.11M 0.03% +400 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 5,851 $1.11M 0.6% -404 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 5,822 $1.1M 0.21% -18 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,803 $1.1M <0.01% +2,581 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 5,777 $1.09M 0.02% -6,478 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 5,733 $1.08M 0.03% +144 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 5,700 $1.07M 0.01% +4,448 13F-HR Timeline Group Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 5,670 $1.07M <0.01% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 5,656 $1.07M <0.01% +120 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,585 $1.05M 0.02% -2,693 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,573 $1.05M 0.01% +1,900 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 5,512 $1.04M 0.01% 0 13F-HR Timeline Group MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 5,500 $1.04M 0.16% 0 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 5,461 $1.03M 0.56% +939 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 5,444 $1.03M 0.03% -4,111 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 5,390 $1.02M 0.01% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 5,308 $1M 0.02% -672 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,223 $984K 0.01% -944 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,213 $982K 0.03% +310 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,157 $971K 0.03% +268 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 5,150 $970K 0.02% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 5,045 $965K <0.01% -32 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,033 $951K 0.04% -6 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,980 $938K <0.01% -101 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 4,966 $935K 0.12% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 4,945 $931K 0.02% -46 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,896 $922K 0.21% -556 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 4,894 $922K <0.01% new 13F-HR Timeline Group Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 4,880 $919K 0.75% -695 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,871 $917K 0.01% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,843 $912K 0.06% -717 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,830 $910K 0.22% -323 13F-HR Timeline TOBAM More: the full row for TOBAM 4,812 $906K 0.22% -2,011 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 4,809 $906K 0.18% +1,961 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 4,792 $903K 0.01% +25 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 4,714 $888K 0.01% 0 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,542 $858K 0.05% +3,066 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 4,550 $857K 0.23% -28 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 4,519 $854K 0.21% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,483 $844K 0.02% -18 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,478 $843K 0.34% -19 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,461 $843K 0.01% -375 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 4,429 $834K 0.01% +504 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 4,387 $826K 0.03% 0 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 4,365 $822K 0.03% +138 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 4,199 $791K 0.14% -9 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 4,199 $791K 0.57% 0 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 4,150 $782K 0.03% +657 13F-HR Timeline Group Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 4,289 $780K 0.01% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,127 $777K <0.01% 0 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 4,084 $769K 0.05% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,015 $756K -3,955 Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,873 $729K 0.02% +88 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,868 $729K 0.01% -1,185 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 3,871 $729K 0.26% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,833 $722K <0.01% +1,023 13F-HR Timeline Group Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 3,828 $721K 0.02% -500 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,824 $720K 0.02% new 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,822 $720K 0.01% +309 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,789 $714K <0.01% 0 13F-HR Timeline Group VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,765 $709K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,736 $704K 0.01% +194 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,672 $692K <0.01% -9,870 13F-HR/A Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 3,600 $678K 0.35% +1 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,589 $676K 0.02% -275 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,573 $673K 0.04% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,562 $671K 0.1% +1,261 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,547 $668K 0.06% -7 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 3,545 $668K 0.5% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,502 $664K 0.01% -975 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 3,487 $659K 0.11% -56 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,156 $658K 0.02% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,900 $648K 0.01% -7,845 13F-HR Timeline Group POTENTIA WEALTH More: the full row for POTENTIA WEALTH 3,393 $639K 0.26% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,380 $637K 0.01% -214 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,366 $634K 0.21% -380 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 3,358 $632K 0.15% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,333 $628K <0.01% +180 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,296 $621K 0.22% -1,832 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,522 $615K +1,759 Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,260 $614K 0.04% -856 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 3,214 $605K 0.02% -137 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,200 $605K 0.05% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,174 $598K 0.06% -310 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 3,147 $593K 0.02% -64 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,131 $590K <0.01% -5,518 13F-HR/A Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,076 $581K 0.01% +293 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,075 $579K 0.17% -252 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,075 $579K 0.01% +454 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 3,030 $571K 0.44% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,981 $561K <0.01% -5 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 2,972 $560K 0.02% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,940 $554K 0.01% +52 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,895 $545K 0.06% -16 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,878 $542K <0.01% -1,701 13F-HR/A Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,847 $536K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,837 $534K 0.01% -476 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,836 $534K <0.01% -60 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 2,822 $531K 0.02% -3,065 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. 2,816 $530K 0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,797 $527K 0.01% 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,783 $524K 0.09% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,758 $519K 0.03% -12 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,747 $517K 0.03% +337 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,739 $516K 0.01% +32 13F-HR Timeline FJARDE AP-FONDEN /FOURTH SWEDISH NATION… More: the full row for FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 2,700 $509K <0.01% -41,100 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,660 $501K 0.03% +878 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,650 $499K <0.01% +303 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,628 $495K 0.28% -501 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 2,600 $490K 0.19% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,594 $489K 0.01% -186 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 2,593 $488K 0.02% -2,090 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,586 $487K <0.01% +61 13F-HR/A Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 2,570 $484K <0.01% -12,388 13F-HR/A Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,562 $483K 0.02% +25 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,540 $478K 0.02% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,494 $470K 0.02% -119 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,494 $470K 0.03% +1,221 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 2,488 $469K 0.38% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,423 $456K 0.05% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,458 $454K 0.01% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 2,409 $454K 0.04% 0 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 2,406 $453K 0.14% +1 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 2,392 $452K 0.1% +15 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,358 $444K 0.05% +1,114 13F-HR/A Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,349 $443K 0.02% +212 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,326 $438K 0.06% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,325 $438K 0.12% -191 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 2,313 $437K 0.01% -43 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,277 $429K 0.06% -75 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,253 $425K 0.1% -38 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,245 $423K 0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,236 $423K 0.01% -184 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,242 $422K <0.01% -3,218 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,239 $422K 0.14% -34 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,221 $418K <0.01% +1,350 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 2,200 $414K 0.01% new 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 2,177 $410K 0.05% -936 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,984 $408K 0.01% +182 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,162 $407K 0.09% +222 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,109 $397K 0.02% -184 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,108 $397K 0.05% +25 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,104 $396K 0.1% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,080 $392K 0.03% +471 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,070 $390K 0.22% +119 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,063 $389K 0.01% +291 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,061 $388K 0.06% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,051 $386K 0.01% +1,824 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,045 $385K <0.01% -50 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,997 $379K 0.03% -2 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 2,009 $378K 0.06% -5,881 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,002 $377K 0.01% -154 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,997 $376K 0.01% -1,205 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,985 $374K 0.3% -1,145 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,980 $373K 0.11% -75 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,975 $372K 0.02% -7 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,945 $366K <0.01% -115 13F-HR Timeline JOSH ARNOLD INVESTMENT CONSULTANT, LLC More: the full row for JOSH ARNOLD INVESTMENT CONSULTANT, LLC 1,930 $363K 0.23% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,913 $361K 0.05% +78 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,885 $355K <0.01% +88 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,874 $353K 0.22% -44 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,872 $353K 0.03% +134 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,868 $352K 0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,865 $351K <0.01% -1,452 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,861 $351K 0.01% -286 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,841 $347K 0.01% +29 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,832 $345K 0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,825 $344K <0.01% -4 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,811 $341K 0.03% +25 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,801 $339K 0.02% -306 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,789 $337K 0.01% +5 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,784 $336K 0.24% -80 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,766 $333K <0.01% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,758 $331K 0.02% +148 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 1,759 $331K 0.4% +120 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,752 $330K 0.04% +334 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,732 $326K <0.01% +148 13F-HR Timeline Group MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1,706 $321K <0.01% -54,173 13F-HR Timeline Group SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 1,700 $320K 0.15% 0 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 1,682 $318K 0.24% +79 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,671 $315K 0.01% +49 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,643 $309K 0.06% -613 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,641 $309K 0.02% +134 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,620 $305K 0.01% -57 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,617 $305K 0.03% new 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,581 $298K 0.02% +13 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,575 $297K 0.01% +369 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,561 $294K 0.05% +278 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,536 $289K 0.03% -380 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,535 $289K 0.07% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,525 $287K 0.01% 0 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 1,518 $286K 0.06% new 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 1,514 $285K 0.24% -179 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,492 $281K <0.01% -40 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,480 $279K <0.01% +24 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,462 $275K 0.02% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 1,462 $275K 0.09% 0 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 1,453 $274K +30 Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,441 $271K 0.01% +13 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. 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