Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,915 $901K 0.01% +1,067 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 12,886 $891K 0.03% +2,469 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 12,681 $877K 0.01% -2,647 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,496 $864K 0.01% -3,618 13F-HR Timeline Group CSM Advisors, LLC More: the full row for CSM Advisors, LLC 12,299 $850K 0.02% -5,600 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 12,259 $848K 0.01% -2,148 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 12,190 $843K <0.01% -537 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 12,107 $837K 0.32% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 12,070 $834K 0.02% new 13F-HR/A Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 11,980 $828K <0.01% +627 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 11,897 $822K 0.01% +2,550 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 11,734 $811K 0.28% -541 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 11,676 $807K 0.11% -650 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,663 $806K <0.01% +3,641 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 11,625 $804K 0.09% -3,983 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 11,584 $801K 0.03% -2,754 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 11,464 $793K 0.01% new 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 11,426 $790K <0.01% +2,200 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 11,369 $787K <0.01% +11 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 11,363 $786K 0.01% +1,539 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 11,172 $772K 0.09% +681 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 11,015 $762K 0.05% +2,356 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 10,220 $761K 0.39% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,007 $761K 0.01% -232,905 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 11,000 $760K 0.03% +5,981 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,751 $743K 0.02% +2,520 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 10,726 $741K 0.1% +2,056 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 10,605 $733K 0.21% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 10,383 $718K 0.03% -1,898 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 10,357 $716K <0.01% +2,098 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 10,311 $713K <0.01% +9,851 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 10,246 $708K 0.02% new 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 10,100 $698K <0.01% new 13F-HR Timeline Group Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 10,000 $691K 0.04% new 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 9,974 $690K <0.01% -989 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 9,836 $680K 0.05% +1,115 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 9,774 $676K 0.01% +2,291 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 9,385 $649K 0.03% -29,807 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 9,332 $645K 0.03% +19 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 8,756 $630K 0.26% +58 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 9,101 $629K 0.04% +583 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 9,077 $627K 0.04% +7,779 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 9,077 $627K 0.01% new 13F-HR Timeline Group AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 9,051 $626K 0.11% -1,500 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,022 $624K 0.03% +2,913 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,007 $623K 0.02% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,968 $620K 0.01% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 8,737 $604K 0.23% new 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 8,649 $598K 0.17% +605 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 8,649 $598K 0.02% +605 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 8,567 $592K 0.12% +793 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 8,522 $589K 0.08% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,502 $588K 0.02% -956 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 8,500 $588K 0.03% 0 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 8,430 $583K 0.05% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 8,407 $581K 0.09% -4,021 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 8,391 $580K 0.09% +831 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 8,340 $577K 0.09% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 8,248 $570K 0.23% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 8,205 $567K 0.04% -18,435 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 8,046 $556K 2.71% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,002 $553K 0.07% -2,452 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 7,858 $543K <0.01% -3,681 13F-HR Timeline Group EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 7,842 $542K 0.02% -2,790 13F-HR Timeline Group Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 7,693 $532K 0.47% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,596 $525K 0.01% -3,314 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 7,505 $519K 0.1% -10,095 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 7,500 $518K 0.19% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 7,496 $518K 0.05% -9,148 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 7,438 $514K 0.05% +401 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,428 $513K 0.01% -3,568 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,264 $502K 0.04% -1,128 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 7,188 $497K 0.01% +1,473 13F-HR Timeline Group Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 7,162 $495K 0.02% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,160 $495K 0.02% +165 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 7,000 $484K 0.1% -2,000 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 6,944 $480K <0.01% -3,883 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,940 $480K 0.04% +1,758 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 6,901 $477K 0.12% -3,004 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 6,798 $470K 0.08% +33 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 6,770 $468K <0.01% -1,585 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,561 $454K 0.02% +1,018 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,554 $453K 0.08% +805 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,464 $447K 0.01% -258 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 6,415 $444K 0.13% +948 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 6,368 $440K 0.02% -7 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,285 $434K 0.03% +1,343 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,277 $434K 0.02% -3,775 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,272 $434K <0.01% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,193 $428K 0.01% +254 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,846 $425K 0.04% -669 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,456 $421K <0.01% -46,826 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 6,000 $415K <0.01% 0 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,982 $414K 0.05% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,906 $408K 0.02% +520 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,848 $405K 0.09% +10 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 5,834 $403K 0.05% +308 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,834 $403K 0.01% new 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 5,799 $401K 0.1% -1,552 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 5,727 $396K 0.08% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,719 $395K 0.01% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 5,698 $394K <0.01% -1,100 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 5,685 $393K 0.18% +272 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 5,651 $391K <0.01% -171,205 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 5,643 $390K 0.16% +35 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 5,624 $389K 0.22% -1,607 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,592 $387K 0.05% -2,167 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 5,562 $385K 0.05% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,518 $381K 0.05% +781 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,482 $379K <0.01% +43 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 5,420 $375K 0.1% 0 13F-HR Timeline Group WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 5,395 $373K 0.24% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 5,271 $364K 0.29% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,255 $363K <0.01% new 13F-HR Timeline Group Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 5,251 $363K 0.39% 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,244 $363K 0.01% -1,050 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 5,201 $360K 0.12% new 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 5,199 $359K 0.09% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 8,060 $359K 0.01% 0 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 5,173 $358K 0.02% new 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 5,165 $357K 0.06% +12 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 5,130 $355K 0.04% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 5,120 $354K <0.01% new 13F-HR Timeline Group MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 5,014 $347K 0.16% +180 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,943 $342K 0.08% -2,219 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,939 $341K 0.07% +4,835 13F-HR Timeline ANB BANK More: the full row for ANB BANK 4,903 $339K 0.14% +161 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,890 $338K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4,854 $336K 0.09% +359 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,827 $334K 0.16% -470 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 4,812 $333K 0.04% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,791 $331K 0.03% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,343 $326K 0.07% -82 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,711 $326K 0.08% -21,511 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,637 $321K <0.01% new 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,619 $319K 0.02% -3,991 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 4,579 $317K 0.21% new 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 4,541 $314K 0.07% +12 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 4,536 $314K 0.01% new 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 4,512 $312K 0.01% new 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 4,508 $312K 0.28% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 4,499 $311K 0.11% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,454 $308K 0.09% -1,905 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,437 $307K <0.01% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,413 $305K 0.02% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,382 $303K <0.01% new 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,365 $302K 0.07% -2,987 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 4,330 $299K 0.15% new 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 4,323 $299K 0.17% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,293 $297K 0.02% -200 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,917 $296K 0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,263 $295K 0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,214 $291K <0.01% new 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 4,036 $290K 0.01% new 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 4,081 $282K 0.07% new 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 4,079 $282K 0.13% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,032 $279K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,021 $278K 0.01% +198 13F-HR/A Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,010 $277K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,998 $276K <0.01% +310 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,967 $274K 0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,924 $271K <0.01% -731 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,900 $270K 0.01% -1,800 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,893 $269K 0.01% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,887 $269K 0.29% -2,254 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,880 $268K 0.01% +3,667 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,837 $265K 0.03% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,831 $265K 0.04% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,833 $265K 0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,805 $263K 0.06% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 3,769 $263K 0.15% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,803 $263K <0.01% -1,849 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 3,730 $258K 0.01% -2,470 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 3,800 $257K 0.01% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 3,599 $249K 0.12% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 3,586 $248K 0.76% -4,638 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,534 $244K 0.02% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,467 $240K 0.01% 0 13F-HR Timeline Group SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 3,458 $239K 0.01% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,445 $238K 0.01% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,442 $238K 0.04% new 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 3,426 $237K 0.04% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,396 $235K 0.01% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,347 $231K 0.02% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,299 $228K <0.01% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,233 $223K 0.03% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,199 $221K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,198 $221K <0.01% -2,068 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 3,194 $221K 0.04% new 13F-HR Timeline Miller Value Partners, LLC More: the full row for Miller Value Partners, LLC 3,170 $219K 0.06% -4,340 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,156 $218K <0.01% -1,821 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,147 $218K <0.01% new 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 3,130 $215K 0.14% new 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 3,120 $215K 0.05% new 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 3,105 $215K 0.22% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,099 $214K 0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,088 $213K 0.01% +1,633 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,082 $213K 0.03% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,071 $212K <0.01% new 13F-HR/A Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 3,047 $211K 0.18% new 13F-HR Timeline