Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 309 $522K 0.15% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 307 $519K 0.08% +297 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 307 $519K 0.01% 0 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 307 $519K 0.02% -21 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 305 $516K 0.17% new 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 303 $512K 0.01% new 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 303 $512K 0.2% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 301 $509K 0.05% +4 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 299 $505K 0.25% -20 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 298 $504K <0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 297 $502K 0.01% +37 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 296 $500K 0.01% +184 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 296 $500K 0.05% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 294 $497K 0.01% -4 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 294 $496K <0.01% -12 13F-HR Timeline Taproot Management LP More: the full row for Taproot Management LP 293 $495K 0.08% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 291 $493K 0.03% -339 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 288 $487K 0.11% +45 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 280 $476K 0.03% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 276 $466K 0.01% +31 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 275 $465K <0.01% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 275 $465K 0.16% +14 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 283 $462K 0.03% -68 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 272 $460K 0.03% -10 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 272 $460K 0.02% +93 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 270 $456K 0.01% -16 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 270 $456K +37 Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 269 $455K 0.07% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 268 $453K 0.05% -191 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 267 $451K 0.08% 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 $448K 0.02% 0 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 262 $443K 0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 261 $441K 0.01% +27 13F-HR/A Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 300 $440K 0.01% new 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 258 $436K 0.25% -864 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 256 $433K 0.15% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 255 $431K 0.04% +12 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 254 $429K 0.04% -85 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 254 $428K <0.01% 0 13F-HR Timeline Group San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 253 $428K 0.07% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 251 $424K <0.01% new 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 250 $423K 0.08% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 250 $423K 0.11% -2 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 249 $421K 0.01% +210 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 249 $421K 0.1% -12 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 248 $419K 0.07% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 248 $419K 0.17% -2 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 248 $419K 0.01% 0 13F-HR Timeline Group TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 247 $418K 0.16% -15 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 246 $416K 0.01% -584 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 261 $413K 0.01% +10 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 244 $413K 0.03% -18 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 243 $411K 0.15% -93 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 240 $406K 0.01% 0 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 240 $406K -1,039 Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 239 $404K 0.03% -3 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 238 $402K 0.01% +64 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 237 $401K <0.01% -7 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 235 $397K 0.37% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 234 $396K 0.12% 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 230 $389K 0.06% -1 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 229 $388K 0.01% -19 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 229 $387K 0.01% 0 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 227 $384K 0.01% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 227 $384K 0.02% +3 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 227 $384K 0.04% -15 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 227 $384K 0.01% +89 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 225 $380K 0.02% -8 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 225 $380K 0.01% 0 13F-HR Timeline Group Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 225 $380K 0.05% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 223 $377K 0.04% +3 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 223 $377K 0.21% 0 13F-HR Timeline ARIEL INVESTMENTS, LLC More: the full row for ARIEL INVESTMENTS, LLC 221 $374K <0.01% -2 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 221 $374K 0.02% -101 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 219 $370K 0.01% -17 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 219 $370K 0.01% +56 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 219 $370K 0.01% +4 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 217 $367K 0.05% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 210 $355K 0.01% -1 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 209 $353K 0.1% 0 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 208 $352K <0.01% +39 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 208 $352K <0.01% +6 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 207 $350K <0.01% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 205 $346K 0.04% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 204 $345K 0.02% -516 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 202 $342K <0.01% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 211 $341K 0.06% +3 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 200 $338K <0.01% -1,952 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 200 $338K 0.04% new 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 200 $338K 0.12% 0 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 200 $338K 0.14% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 200 $338K 0.13% -200 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 197 $333K 0.01% +45 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 197 $333K 0.04% +36 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 196 $331K 0.04% +2 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 194 $328K 0.04% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 194 $328K 0.01% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 192 $325K 0.1% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 191 $323K 0.03% +43 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 190 $321K 0.07% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 190 $321K 0.02% new 13F-HR Timeline Group CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 187 $316K 0.07% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 186 $314K <0.01% new 13F-HR Timeline Summit Creek Advisors LLC More: the full row for Summit Creek Advisors LLC 185 $313K 0.05% -50 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 185 $313K 0.04% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 183 $309K <0.01% 0 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 182 $308K 0.03% +1 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 180 $304K 0.16% -20 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 180 $304K <0.01% -40 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 180 $304K 0.01% +20 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 178 $301K 0.01% -91 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 178 $301K <0.01% 0 13F-HR Timeline Group Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 178 $301K 0.22% -32 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 174 $294K 0.02% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 168 $293K <0.01% 0 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 172 $291K <0.01% +8 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 172 $291K 0.02% +8 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 168 $284K 0.02% +2 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 166 $281K 0.04% -9 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 164 $277K 0.05% 0 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 164 $277K 0.16% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 164 $277K 0.01% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 163 $276K 0.02% +6 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 162 $274K 0.02% -36 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 161 $272K 0.01% -507 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 158 $267K 0.02% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 157 $265K <0.01% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 157 $265K <0.01% 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 156 $264K 0.01% +18 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 156 $264K 0.1% -71 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 156 $264K 0.05% new 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 155 $262K 0.01% +15 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 155 $262K <0.01% +12 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 155 $262K 0.05% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 155 $262K 0.01% new 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 150 $262K 0.02% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 154 $260K <0.01% -557 13F-HR Timeline Group MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 154 $260K 0.21% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 153 $259K 0.02% +10 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 153 $259K 0.03% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 148 $258K 0.01% +26 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 151 $255K 0.02% -16 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 151 $255K 0.03% +7 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 150 $254K 0.01% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 150 $254K 0.07% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 150 $254K 0.06% -17 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 188 $251K 0.1% -95 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 147 $249K 0.01% -87 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 146 $247K 0.01% +1 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 145 $245K 0.01% -68 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 143 $242K 0.03% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 143 $242K <0.01% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 143 $242K 0.03% -137 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 147 $242K 0.05% new 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 142 $240K 0.17% -142 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 139 $235K 0.03% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 138 $233K <0.01% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 138 $233K 0.02% -199 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 137 $232K 0.02% -24 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 137 $232K 0.01% -6 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 136 $230K <0.01% -7 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 136 $230K <0.01% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 136 $230K 0.01% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 135 $230K <0.01% -19 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 135 $228K <0.01% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 134 $227K <0.01% 0 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 134 $227K 0.23% 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 133 $225K <0.01% -34 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 132 $223K 0.04% new 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 132 $223K 0.11% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 131 $221K <0.01% -17 13F-HR/A Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 130 $220K 0.07% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 130 $220K <0.01% +8 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. S&CO INC More: the full row for S&CO INC 130 $219K 0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 130 $219K <0.01% -3 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 129 $218K <0.01% -43 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 138 $216K 0.02% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 127 $215K <0.01% +46 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 154 $214K 0.03% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 126 $213K 0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 126 $213K 0.03% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 126 $213K <0.01% -455 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 150 $209K 0.07% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 123 $208K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 121 $205K <0.01% -462 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 120 $203K 0.04% 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 120 $203K <0.01% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 119 $201K 0.02% -30 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 119 $201K 0.01% new 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 111 $188K <0.01% -115 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,559 $188K 0.09% +1,411 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 110 $186K 0.01% +10 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 105 $178K <0.01% +99 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 104 $176K 0.01% new 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 104 $176K 0.08% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 100 $169K 0.02% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 100 $169K 0.11% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 99 $167K <0.01% -35 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 96 $162K 0.01% 0 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 96 $162K 0.02% new 13F-HR Timeline