PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 315 $576K 0.01% +2 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 314 $574K 0.01% -5 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 313 $572K 0.3% -10 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 313 $572K 0.01% -6 13F-HR Timeline Group SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 312 $570K 0.1% -66 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 310 $567K 0.41% +22 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 308 $563K 0.04% -18 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 306 $559K 0.05% +256 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 305 $558K 0.01% +8 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 301 $550K 0.01% new 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 300 $548K 0.77% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 300 $548K 0.01% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 297 $543K <0.01% -17 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 293 $536K 0.01% -26 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 289 $528K 0.14% -2 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 287 $525K 0.04% +4 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 287 $525K 0.04% new 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 285 $519K 0.04% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 282 $516K 0.02% -3 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 282 $515K 0.04% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 280 $512K <0.01% +16 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 279 $510K 0.13% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 277 $507K 0.21% +3 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 275 $503K 0.01% 0 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 274 $501K 0.06% -1,090 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 273 $499K <0.01% -290 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 270 $494K 0.01% -11 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 269 $492K 0.01% -18 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 269 $492K 0.08% 0 13F-HR Timeline Alyeska Investment Group, L.P. in group Alyeska Investment Group, L.P. More: the full row for Alyeska Investment Group, L.P. 268 $490K <0.01% new 13F-HR Timeline Group Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 267 $488K 0.01% -3,595 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 265 $484K 0.2% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 265 $484K 0.03% 0 13F-HR Timeline Group Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 264 $483K 1.39% +94 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 261 $478K 0.02% -131 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 260 $475K 0.13% -7 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 260 $474K 0.01% new 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 259 $473K 0.19% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 258 $472K 0.04% new 13F-HR/A Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 258 $472K 0.17% -6 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 294 $468K 0.02% -29 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 256 $468K 0.01% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 254 $463K <0.01% -386 13F-HR Timeline Group Summit Creek Advisors LLC More: the full row for Summit Creek Advisors LLC 251 $459K 0.06% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 250 $458K <0.01% -30 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 250 $457K 0.09% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 250 $457K 0.2% -34 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 248 $453K 0.13% +21 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 246 $450K 0.1% 0 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 245 $448K 0.21% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 243 $448K 0.21% +65 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 245 $448K 0.16% -2,779 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 245 $448K 0.2% +1 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 243 $444K 0.09% +17 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 243 $444K 0.04% +6 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 241 $441K 0.01% +117 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 241 $441K <0.01% -14 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 318 $439K 0.04% -42 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 237 $433K 0.03% +88 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 236 $431K 0.03% +4 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 236 $431K 0.07% -6 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 235 $430K 0.01% +19 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 235 $430K 0.46% -15 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 234 $428K 0.01% -15 13F-HR/A Timeline Bell Bank More: the full row for Bell Bank 233 $426K 0.02% -5 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 232 $424K <0.01% -5 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 231 $422K 0.05% -26 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 226 $421K 0.01% -40 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 230 $421K 0.02% -30 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 229 $419K <0.01% +15 13F-HR Timeline Group OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 226 $417K 0.16% 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 228 $417K 0.14% +1 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 225 $411K 0.02% 0 13F-HR Timeline Group Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 225 $411K 0.07% -227 13F-HR Timeline ARIEL INVESTMENTS, LLC More: the full row for ARIEL INVESTMENTS, LLC 224 $409K <0.01% -13 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 223 $408K 0.27% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 222 $406K 0.06% +26 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 222 $406K 0.24% new 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 217 $397K 0.01% +106 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 217 $397K 0.06% +68 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 217 $397K 0.04% -9 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 217 $397K 0.01% -24 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 217 $396K 0.2% +33 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 214 $395K 0.1% +3 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 215 $393K <0.01% +104 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 215 $393K 0.18% +15 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 214 $391K 0.06% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 289 $386K 0.18% -26 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 210 $384K 0.17% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 210 $384K 0.04% 0 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 209 $382K 0.11% 0 13F-HR Timeline Group WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 208 $381K 0.1% new 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 207 $378K 0.03% +51 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 207 $378K 0.05% -16 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 204 $373K 0.2% -1 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 204 $373K 0.01% new 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 203 $371K 0.09% new 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 202 $369K 0.03% 0 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 200 $366K 0.14% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 199 $364K <0.01% new 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 198 $362K 0.03% +4 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 195 $359K <0.01% +164 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 196 $358K 0.06% +25 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 196 $358K <0.01% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 194 $355K 0.05% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 193 $353K 0.02% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 192 $351K 0.02% +63 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 192 $351K 0.03% new 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 191 $349K 0.01% +20 13F-HR Timeline Group Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 190 $347K 0.32% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 188 $344K 0.02% -582 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 188 $344K 0.01% -15 13F-HR Timeline Eleva Capital SAS More: the full row for Eleva Capital SAS 187 $342K 0.07% 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 185 $338K 0.06% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 184 $336K 0.01% -9 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 184 $336K <0.01% -1,409 13F-HR/A Timeline Group BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 182 $333K 0.04% -1 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 181 $331K 0.02% -6 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 179 $327K 0.03% -1,502 13F-HR Timeline Quarry LP More: the full row for Quarry LP 179 $327K 0.08% -157 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 178 $325K <0.01% 0 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 177 $324K <0.01% +6 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 177 $324K 0.03% +6 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 177 $323K 0.07% +8 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 176 $322K <0.01% 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 174 $318K 0.08% -6 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 174 $318K 0.1% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 172 $314K 0.02% new 13F-HR Timeline Group Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 171 $313K 0.02% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 170 $311K 0.04% -9 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 168 $307K 0.16% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 167 $306K 0.21% -16 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 167 $305K 0.03% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 167 $305K 0.02% -1,634 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 166 $303K 0.04% -4 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 166 $303K 0.2% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 165 $302K 0.23% new 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 164 $300K 0.06% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 163 $298K 0.01% -31 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 163 $298K 0.07% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 162 $296K 0.01% -27 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 162 $296K 0.14% +4 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 161 $294K <0.01% +36 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 158 $289K 0.03% -55 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 152 $288K <0.01% +1 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 155 $283K 0.01% -32 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 155 $283K 0.05% -6 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 155 $283K 0.07% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 155 $283K 0.01% +106 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 154 $282K 0.01% -4 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 153 $280K 0.03% -10 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 153 $280K 0.02% -27 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 153 $280K 0.04% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 152 $278K 0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 151 $276K 0.11% 0 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 151 $276K <0.01% new 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 150 $274K 0.01% 0 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 150 $274K 0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 150 $274K 0.01% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 150 $274K 0.08% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 149 $272K 0.01% +4 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 149 $272K 0.05% +40 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 148 $271K 0.03% +1 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 148 $271K 0.13% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 148 $271K 0.04% -13 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 148 $271K <0.01% -8 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 145 $265K 0.01% -44 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 144 $263K 0.02% -15 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 144 $263K 0.01% -11 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 144 $263K 0.01% +1 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 143 $262K 0.01% -20 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 143 $261K 0.01% -122 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 143 $261K 0.02% -5 13F-HR Timeline AXIOM INVESTORS LLC /DE More: the full row for AXIOM INVESTORS LLC /DE 142 $260K <0.01% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 141 $258K 0.01% +2 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 141 $258K 0.02% +1 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 140 $256K <0.01% +83 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 139 $254K 0.03% -31 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 135 $252K 0.05% -29 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 138 $252K 0.03% +69 13F-HR/A Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 138 $252K <0.01% +25 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 137 $250K 0.02% new 13F-HR/A Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 137 $250K <0.01% new 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 136 $249K 0.05% +3 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 136 $249K <0.01% -29 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 136 $249K <0.01% new 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 136 $248K 0.01% 0 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 135 $247K 0.03% +3 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 135 $247K 0.01% -3 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 134 $245K 0.01% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 134 $245K 0.04% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 134 $245K 0.03% +19 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 133 $243K 0.02% +12 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 133 $243K 0.09% -15 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 132 $241K 0.14% -176 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 132 $240K <0.01% +15 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 131 $239K 0.02% new 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 130 $238K <0.01% +1 13F-HR Timeline S&CO INC More: the full row for S&CO INC 130 $237K 0.02% 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 128 $234K <0.01% +16 13F-HR Timeline Group