AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 4,420 $609K 0.4% +2,238 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,419 $609K 0.05% -12 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,350 $599K 0.02% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,332 $597K 0.1% -1,019 13F-HR Timeline Group Expressive Wealth LLC More: the full row for Expressive Wealth LLC 4,323 $596K 0.64% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,307 $593K 0.13% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,302 $593K 0.03% -757 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,221 $584K 0.03% +234 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,215 $581K <0.01% +899 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,198 $578K 0.01% -8 13F-HR Timeline Group Scientech Research LLC More: the full row for Scientech Research LLC 4,190 $577K 0.36% +1,741 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,057 $570K 0.13% +2,540 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 4,118 $570K 0.07% +61 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,123 $568K 0.03% -27 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,061 $560K 0.01% +34 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,019 $554K 0.01% +948 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,007 $552K 0.01% +426 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 4,004 $552K 0.06% +45 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 4,000 $551K 0.06% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,997 $551K 0.04% 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,244 $550K 0.04% +649 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,986 $549K 0.02% -125 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,955 $545K 0.17% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 3,950 $544K 0.34% -221 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 3,924 $541K 0.01% new 13F-HR Timeline Group Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,902 $538K 0.38% -18 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 3,884 $538K 0.49% 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,879 $535K <0.01% +473 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 3,872 $534K 0.14% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,855 $531K 0.12% +6 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,850 $531K <0.01% -1,947 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,751 $517K 0.03% +37 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,719 $516K 0.02% -91 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,695 $509K 0.05% +51 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 3,678 $507K 0.3% -185 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,541 $505K 0.07% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,660 $504K 0.02% +371 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,656 $504K <0.01% +148 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 3,572 $492K 0.11% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,568 $492K 0.01% +1,942 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,556 $490K 0.02% -488 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,555 $490K 0.05% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,525 $486K 0.03% +1,436 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 3,523 $485K 0.19% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,519 $485K <0.01% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,477 $479K <0.01% +38 13F-HR Timeline Group OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,476 $479K 0.24% +48 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,476 $479K 0.03% +559 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 3,456 $476K 0.11% 0 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 3,449 $475K 0.39% 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 3,447 $475K 0.27% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,444 $472K 0.17% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,426 $472K 0.17% 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,418 $471K 0.05% -104 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,415 $471K 0.03% +10 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 3,397 $468K 0.08% -135 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,391 $467K <0.01% +86 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,372 $465K 0.09% +46 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,338 $460K 0.05% +53 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,329 $459K 0.06% +39 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,328 $459K 0.01% +1,753 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,318 $457K 0.02% -136 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,313 $447K 0.07% +525 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,246 $447K 0.24% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,238 $446K 0.03% -126 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,233 $446K 0.03% 0 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 3,225 $444K 0.02% -1,346 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,200 $441K <0.01% 0 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,200 $441K 0.09% +212 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,198 $441K 0.01% -3,235 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,192 $440K 0.01% -141 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,124 $430K 0.01% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 3,113 $429K 0.13% 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,108 $428K <0.01% +26 13F-HR Timeline Group Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,105 $428K 0.22% +327 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,098 $427K 0.05% +1,227 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,098 $427K 0.17% +98 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,098 $427K 0.38% -265 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,090 $426K 0.03% +11 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,047 $420K 0.02% 0 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 3,039 $419K 0.04% +37 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,025 $419K 0.04% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,027 $417K 0.01% 0 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,015 $415K 0.26% -103 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,000 $415K 0.17% 0 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3,000 $413K 0.02% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,888 $412K 0.01% +14 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,971 $409K 0.31% +678 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,946 $406K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,932 $404K <0.01% +370 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,914 $401K 0.04% +595 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,899 $399K <0.01% -23 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,899 $399K 0.01% -981 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,897 $399K 0.02% +108 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,883 $397K 0.33% +720 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,883 $395K <0.01% -1,147 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 2,864 $395K 0.13% -6 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,861 $394K <0.01% +15 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 2,843 $392K 0.04% 0 13F-HR/A Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 2,816 $388K 0.39% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,805 $387K 0.02% -193 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 2,800 $386K 0.04% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,759 $380K 0.01% -364 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 2,756 $380K -13,566 Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 2,750 $379K 0.05% 0 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,741 $378K 0.23% 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 2,737 $377K 0.32% 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,733 $377K 0.08% -10 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 2,708 $373K 0.17% -222 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,689 $371K 0.05% -80 13F-HR Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,688 $370K 0.06% +535 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,688 $370K 0.05% -1,437 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,681 $369K 0.01% new 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 2,680 $369K 0.04% 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,669 $369K 0.16% +3 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,669 $368K 0.05% +407 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,665 $367K 0.01% -384 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,666 $367K 0.05% +13 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,650 $365K 0.03% -10,935 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,652 $365K 0.01% 0 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 2,633 $363K 0.3% -236 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,619 $361K 0.01% +267 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,613 $360K <0.01% -8,842 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,599 $358K 0.05% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,570 $354K 0.07% -339 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,551 $352K 0.01% +11 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,536 $349K <0.01% -146 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,513 $348K 0.01% +216 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,509 $346K 0.07% +17 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,552 $345K 0.02% -27 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,535 $345K 0.03% -11 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,496 $344K 0.12% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,495 $344K 0.01% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,455 $338K 0.21% -30 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,445 $337K 0.05% +138 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,430 $335K 0.1% 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 2,423 $334K 0.08% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,420 $334K 0.02% -383 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,420 $333K 0.01% +23 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,418 $333K 0.01% +3 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,407 $332K 0.01% -93 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,396 $330K 0.02% -78 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,386 $329K 0.03% -89 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,384 $329K 0.1% 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,371 $328K 0.06% +58 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,364 $326K 0.01% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,364 $326K 0.01% -2,095 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,358 $325K 0.03% -57 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,353 $324K 0.02% -3 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,337 $322K 0.02% +337 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,331 $321K 0.01% 0 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,311 $320K 0.02% +284 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,311 $319K 0.15% +19 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,299 $317K 0.2% +131 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,288 $315K 0.02% new 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 2,271 $314K 0.09% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,275 $313K 0.01% +491 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 2,254 $311K 0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,254 $311K 0.01% +172 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,252 $310K 0.02% +33 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,249 $310K <0.01% -88 13F-HR Timeline Group SALZHAUER MICHAEL in group SALZHAUER MICHAEL More: the full row for SALZHAUER MICHAEL 2,246 $309K 0.14% 0 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,245 $309K 0.01% +506 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,243 $309K 0.02% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,231 $307K 0.02% +91 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,226 $307K 0.04% +91 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,220 $306K 0.03% new 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 2,210 $305K 0.2% 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,206 $304K 0.02% +14 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,205 $304K 0.02% +209 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 2,200 $303K 0.22% 0 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,197 $303K 0.01% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,355 $303K 0.01% -164 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,177 $301K 0.03% +3 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,183 $301K 0.03% +180 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,183 $301K 0.03% +2 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,171 $299K 0.02% -181 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,168 $299K 0.02% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,143 $296K 0.01% new 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,145 $296K 0.02% +505 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,072 $295K 0.01% -221 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 2,127 $293K <0.01% +392 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,107 $290K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,104 $290K 0.02% +4 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,101 $290K 0.01% -213 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,084 $287K 0.02% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,082 $287K 0.06% -95 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,067 $286K 0.01% new 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,073 $286K <0.01% -12 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,073 $286K 1.82% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,069 $285K 0.06% +110 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,059 $284K 0.04% -3,281 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,051 $283K <0.01% -10,318 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,050 $282K <0.01% +121 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,050 $282K 0.02% +5 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,570 $281K 0.08% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,036 $281K <0.01% +9 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,026 $279K 0.05% -19 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,015 $278K 0.02% -168 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,008 $277K 0.02% +858 13F-HR Timeline