OSSIAM More: the full row for OSSIAM 1,039 $675K 0.01% +348 13F-HR Timeline MOTCO More: the full row for MOTCO 1,024 $665K 0.06% 0 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 1,024 $665K 0.31% +11 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,022 $664K 0.01% +112 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,006 $654K 0.01% +108 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,005 $653K 0.19% -39 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,003 $651K 0.02% +37 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,000 $650K 0.02% 0 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,000 $650K 0.02% 0 13F-HR Timeline Rithm Capital Corp. More: the full row for Rithm Capital Corp. 1,000 $650K 1.31% -250 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 997 $648K 0.18% +138 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 986 $640K 0.03% +131 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 979 $636K 0.08% -1 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 976 $634K 0.08% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 972 $631K <0.01% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 972 $631K 0.11% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 967 $628K 0.1% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 966 $628K 0.25% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 952 $618K 0.01% -406 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 948 $616K 0.03% -57 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 943 $613K 0.28% -73 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 939 $610K <0.01% 0 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 938 $609K 0.17% -1,011 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 938 $609K 0.05% -489 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 936 $608K 0.04% -195 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 920 $598K 0.22% -431 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 919 $597K 0.05% -16 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 900 $585K 0.01% +106 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 900 $585K 0.42% -450 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 838 $584K 0.01% -87 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 895 $581K 0.14% +1 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 770 $579K 0.02% +134 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 879 $571K 0.09% +31 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 875 $568K 0.05% +61 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 870 $565K 0.05% +160 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 861 $559K 0.03% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 860 $559K 0.06% +5 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 858 $557K 0.13% +22 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 857 $557K 0.01% new 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 849 $551K 0.06% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 843 $548K 0.01% -25 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 843 $548K 0.09% 0 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 842 $547K 0.16% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 841 $547K <0.01% +24 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 839 $545K <0.01% -3 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 808 $544K 0.01% +304 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 836 $543K 0.25% 0 13F-HR Timeline Group Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 822 $534K 0.15% +76 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 815 $529K <0.01% +8 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 813 $528K 0.01% new 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 809 $525K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 807 $524K 0.06% -80 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 800 $520K <0.01% +416 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 800 $520K 0.01% -100 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 797 $517K 0.02% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 793 $515K <0.01% +2 13F-HR Timeline American Trust More: the full row for American Trust 790 $513K 0.04% -140 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 786 $511K 0.02% new 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 786 $511K 0.06% -204 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 781 $507K <0.01% +123 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 779 $506K 0.07% -1 13F-HR Timeline Group Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 779 $506K 0.88% +146 13F-HR/A Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 778 $505K 0.07% -458 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 778 $505K 0.14% +47 13F-HR/A Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 777 $505K 0.04% -86 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 775 $503K 0.04% +147 13F-HR/A Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 772 $501K 0.01% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 766 $498K 0.21% -29 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 763 $496K 0.01% -222 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 763 $496K 0.25% new 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 760 $494K 0.23% +18 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 756 $491K 0.08% -110 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 744 $483K 0.07% +23 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 744 $483K 0.07% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 742 $482K 0.03% +47 13F-HR/A Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 740 $481K 0.19% +40 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 740 $481K 0.11% -114 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 736 $478K 0.17% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 734 $477K 0.03% -8 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 731 $475K 0.11% +91 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 725 $475K 0.24% +10 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 729 $474K 0.02% -89 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 727 $472K 0.02% -38 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 726 $472K 0.11% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 703 $471K 0.1% +3 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 725 $471K 0.05% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 724 $470K 0.03% +181 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 722 $469K 0.04% -351 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 721 $468K 0.08% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 720 $468K <0.01% +101 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 715 $465K 0.19% -10 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 711 $462K 0.03% +92 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 709 $461K 0.02% -669 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 706 $459K 0.11% -1 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 705 $458K 0.01% -146 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 702 $456K 0.02% -10 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 698 $453K 0.08% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 697 $453K 0.03% +430 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 691 $449K 0.26% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 688 $447K 0.01% +45 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 685 $445K 0.25% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 680 $442K 0.33% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 672 $437K <0.01% +64 13F-HR Timeline Group Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 667 $433K 0.05% -593 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 663 $430K 0.01% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 661 $429K 0.17% +218 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 656 $426K 0.04% 0 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 654 $425K 0.02% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 652 $424K 0.01% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 625 $421K 0.01% +105 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 645 $419K 0.01% +108 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 644 $418K 0.14% +4 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 632 $411K 0.34% -37 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 629 $409K 0.03% -115 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 626 $407K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 625 $406K 0.01% -1,351 13F-HR/A Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 625 $406K <0.01% -176 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 622 $404K 0.06% -103 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 622 $404K 0.07% -29 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 616 $400K 0.08% -61 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 615 $399K 0.06% new 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 614 $399K 0.02% -47 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 614 $399K 0.16% new 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 613 $398K 0.08% new 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 610 $396K 0.05% +90 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 609 $396K 0.05% -213 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 607 $394K 0.02% +2 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 605 $393K 0.01% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 604 $392K 0.06% +5 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 604 $392K 0.11% new 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 602 $391K 0.03% new 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 600 $390K 0.63% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 600 $390K 0.1% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 600 $390K 0.11% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 598 $388K 0.08% +91 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 595 $387K 0.03% +109 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 593 $385K 0.08% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 586 $381K 0.14% +15 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 586 $381K 0.01% +25 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 586 $381K 0.03% -21 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 581 $378K <0.01% -233 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 534 $371K 0.04% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 571 $371K 0.13% -46 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 537 $371K 0.01% -14 13F-HR/A Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 569 $370K 0.06% +165 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 568 $369K 0.01% +26 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 568 $369K 0.13% +1 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 564 $366K 0.01% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 561 $364K 0.16% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 560 $364K 0.07% 0 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 553 $362K 0.06% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 557 $362K 0.01% +16 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 551 $358K 0.14% +46 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 550 $357K <0.01% +7 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 550 $357K 0.06% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 546 $355K <0.01% +1 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 546 $354K 0.15% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 544 $353K 0.04% +46 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 543 $352K 0.01% -596 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 536 $348K 0.03% -229 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 531 $345K 0.01% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 530 $344K 0.01% +63 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 528 $343K 0.15% -259 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 525 $341K 0.03% -100 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 523 $340K 0.08% +131 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 519 $337K 0.01% -517 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 519 $337K 0.01% -20 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 514 $334K 0.06% +77 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 513 $333K 0.02% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 512 $333K 0.03% +2 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 510 $332K 0.01% +124 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 506 $329K 0.18% -71 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 505 $328K 0.17% -68 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 503 $327K 0.02% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 499 $324K 0.04% -582 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 497 $323K 0.02% +207 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 493 $321K 0.08% new 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 494 $321K 0.11% +2 13F-HR/A Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 487 $316K 0.27% -32 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 485 $315K 0.09% -29 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 481 $312K 0.01% +264 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 480 $312K 0.06% -180 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 479 $311K 0.05% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 467 $304K 0.01% +115 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 466 $303K 0.25% new 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 462 $302K 0.11% -103 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 464 $301K 0.1% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 463 $301K 0.2% +34 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 462 $300K 0.28% -23 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 458 $297K 0.02% +19 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 457 $297K 0.01% -148 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 453 $296K 0.01% -52 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 454 $295K 0.23% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 453 $294K 0.05% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 452 $294K <0.01% -32 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 447 $290K 0.08% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 443 $288K 0.16% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 441 $286K 0.01% +3 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 440 $286K <0.01% -9,083 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 439 $285K <0.01% -10 13F-HR Timeline