Larson Financial Group LLC More: the full row for Larson Financial Group LLC 315 $581K 0.03% +88 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 314 $579K <0.01% +37 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 313 $577K 0.01% 0 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 312 $575K 0.02% -1,096 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 308 $569K 0.34% -86 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 304 $559K <0.01% -105 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 297 $548K 0.01% -23 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 292 $538K 0.03% +41 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 291 $537K <0.01% -707 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 291 $537K 0.16% +3 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 290 $535K 0.25% new 13F-HR Timeline Group VestGen Investment Management More: the full row for VestGen Investment Management 288 $531K 0.4% +15 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 287 $529K 0.02% +23 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 285 $526K 0.03% -35 13F-HR Timeline Group SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 284 $524K 0.24% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 283 $522K 0.05% -6 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 282 $520K 0.04% -10 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 282 $520K 0.04% +13 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 281 $518K 0.02% -2 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 280 $517K <0.01% -32 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 275 $507K 0.01% +6 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 274 $506K 0.23% +20 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 269 $496K 0.09% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 268 $494K 0.02% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 267 $492K 0.14% -48 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 265 $489K 0.22% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 265 $489K 0.02% +32 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 265 $489K 0.04% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 266 $487K 0.02% -7 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 264 $487K <0.01% +8 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 264 $487K 0.19% +4 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 261 $481K 0.19% -5 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 260 $479K 0.02% +2 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 258 $476K 0.01% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 257 $474K 0.06% +14 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 257 $474K 0.35% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 255 $470K 0.01% -26 13F-HR Timeline Summit Creek Advisors LLC More: the full row for Summit Creek Advisors LLC 251 $463K 0.07% +1 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 250 $461K 0.1% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 250 $461K 0.51% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 249 $459K 0.01% +45 13F-HR/A Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 246 $454K 0.1% 0 13F-HR/A Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 245 $452K 0.23% -5 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 244 $450K 0.24% -17 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 242 $447K 0.08% -3 13F-HR Timeline Group LBP AM SA More: the full row for LBP AM SA 241 $444K 0.01% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 238 $439K 0.02% -66 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 238 $439K 0.01% -65 13F-HR Timeline Group ARIEL INVESTMENTS, LLC More: the full row for ARIEL INVESTMENTS, LLC 237 $437K 0.01% +1 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 237 $437K <0.01% -17 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 237 $437K 0.05% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 232 $428K 0.03% -11 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 227 $419K 0.17% -200 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 227 $419K 0.15% +24 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 227 $419K 0.15% +12 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 226 $417K 0.04% -5 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 226 $417K 0.12% -61 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 225 $415K 0.01% 0 13F-HR Timeline Group Legacies Wealth LLC More: the full row for Legacies Wealth LLC 223 $411K 0.3% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 223 $411K 0.06% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 222 $409K 0.03% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 216 $398K 0.01% -43 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 214 $395K <0.01% -1 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 213 $393K 0.04% -17 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 213 $393K 0.02% +103 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 210 $387K 0.18% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 210 $387K 0.04% +10 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 209 $385K 0.12% new 13F-HR Timeline Group Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 205 $378K 0.22% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 203 $374K 0.01% +16 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 202 $373K 0.03% -6 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 200 $369K 0.15% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 200 $369K 0.1% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 200 $369K 0.18% +87 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 196 $361K 0.06% +37 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 194 $358K 0.02% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 194 $358K 0.03% +8 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 194 $358K 0.06% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 193 $356K 0.01% +7 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 211 $354K 0.12% +1 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 189 $349K 0.02% 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 189 $349K 0.01% +32 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 187 $345K 0.01% -6 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 187 $345K 0.02% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 187 $345K 0.03% +9 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 185 $341K 0.06% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 184 $338K 0.19% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 183 $338K 0.27% -3 13F-HR Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 183 $337K 0.01% 0 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 183 $337K 0.05% +1 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 180 $332K 0.02% +41 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 180 $332K 0.09% +1 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 179 $330K 0.05% +9 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 178 $328K <0.01% +41 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 178 $328K <0.01% 0 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 178 $328K 0.18% -12 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 171 $315K <0.01% +9 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 171 $315K 0.03% -25 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 171 $315K 0.03% +9 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 171 $315K 0.06% +19 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 171 $315K 0.05% +17 13F-HR/A Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 171 $315K 0.01% -48 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 170 $314K 0.04% +26 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 170 $314K 0.93% -6 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 170 $314K 0.04% new 13F-HR/A Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 169 $312K 0.1% -45 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 169 $312K <0.01% new 13F-HR/A Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 168 $310K 0.17% -10 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 167 $308K 0.03% -3 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 166 $306K 0.21% +28 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 165 $304K 0.02% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 165 $304K <0.01% +43 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 165 $304K 0.01% +41 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 164 $302K 0.01% +34 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 164 $302K 0.07% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 164 $302K 0.07% -29 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 163 $301K 0.03% +5 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 163 $301K 0.01% +28 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 161 $297K 0.06% +1 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 161 $297K 0.04% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 159 $293K 0.03% -33 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 158 $291K 0.01% -19 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 158 $291K 0.15% +34 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 156 $288K 0.02% -16 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 156 $288K 0.06% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 156 $288K <0.01% -1 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 155 $286K 0.08% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 155 $286K 0.01% -6 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 153 $282K 0.04% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 151 $278K 0.12% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 151 $277K <0.01% +11 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 150 $277K 0.01% -3 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 150 $277K 0.01% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 150 $277K 0.09% -17 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 149 $275K 0.04% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 149 $275K 0.02% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 148 $273K 0.03% -2 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 148 $273K 0.12% -3 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 147 $271K 0.02% +28 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 147 $271K 0.03% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 145 $267K 0.01% +19 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 145 $267K 0.24% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 145 $267K 0.01% +37 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 143 $264K 0.02% -12 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 142 $262K 0.01% +6 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 140 $258K 0.02% +50 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 139 $256K 0.01% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 138 $254K 0.01% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 138 $254K 0.02% +34 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 136 $250K 0.01% 0 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. 135 $249K 0.01% -41 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 134 $247K 0.01% 0 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 133 $245K 0.01% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 133 $245K 0.06% -10 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 132 $243K 0.03% +81 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 131 $242K 0.03% -9 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 130 $240K 0.1% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 130 $239K 0.11% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 129 $238K <0.01% +18 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 129 $238K 0.01% -305 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 129 $238K 0.01% -56 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 128 $236K 0.02% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 127 $234K 0.19% -347 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 127 $234K 0.02% new 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 125 $231K <0.01% +1 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 125 $231K 0.03% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 125 $229K 0.02% -3 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 124 $229K 0.01% -101 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 122 $225K 0.03% -85 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 121 $223K 0.01% +10 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 121 $223K 0.02% +7 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 119 $220K 0.01% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 118 $218K 0.01% -79 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 118 $218K 0.01% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 139 $216K 0.02% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 103 $216K 0.01% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 117 $215K 0.02% -17 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 117 $215K <0.01% -58 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 111 $215K <0.01% +11 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 116 $214K 0.11% +14 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 115 $212K <0.01% 0 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 115 $212K 0.06% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 115 $212K 0.04% +4 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 114 $210K <0.01% -88 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 114 $210K 0.04% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 113 $209K 0.01% +5 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 113 $208K 0.01% -20 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 113 $208K 0.04% -2 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 113 $208K 0.19% -8 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 113 $208K 0.09% -4 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 112 $207K <0.01% new 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 112 $207K <0.01% +6 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 112 $207K 0.01% -150 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 112 $207K 0.04% 0 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 111 $205K 0.01% -51 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 111 $205K 0.09% new 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 110 $203K 0.01% +11 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 110 $203K 0.03% +4 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 110 $203K 0.01% 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 110 $203K 0.01% -16 13F-HR Timeline