Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 3,313 $585K 0.3% -1,400 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 3,223 $569K 0.12% -138 13F-HR Timeline STRAIGHTLINE GROUP LLC More: the full row for STRAIGHTLINE GROUP LLC 3,217 $568K 0.37% 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 3,200 $565K 0.09% new 13F-HR Timeline Group BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 3,197 $565K 0.37% +21 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,150 $557K 0.39% +1,150 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 3,100 $548K 0.53% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,072 $543K <0.01% -2,280 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,067 $542K 0.27% -347 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 3,022 $534K 0.02% new 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,012 $532K 0.03% -321 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,989 $528K 0.02% -1,132 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,971 $525K 0.02% +957 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,967 $524K <0.01% +1,590 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,931 $518K <0.01% +800 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,902 $513K 0.64% 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,892 $512K 0.01% -39 13F-HR Timeline Group Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,893 $511K <0.01% 0 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,885 $510K 0.16% -442 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,860 $505K 0.06% -260 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,854 $504K 0.03% -49 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,839 $502K 0.03% +73 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,778 $491K 0.04% -153 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,768 $489K <0.01% 0 13F-HR Timeline Group Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 2,750 $486K 0.14% 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,743 $485K <0.01% +411 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,735 $483K 0.02% +426 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,699 $477K 0.02% -283 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 2,574 $477K 0.11% -256 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 2,688 $475K 0.4% +10 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. 2,657 $469K 0.02% -21 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,635 $466K <0.01% new 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 2,629 $464K 0.01% +660 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,548 $450K 0.06% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,529 $447K 0.04% -162 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,516 $445K 0.02% -1,801 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,496 $441K 0.03% +536 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,458 $434K 0.01% -47 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,446 $432K 0.08% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 2,425 $428K 0.14% +60 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,401 $424K 0.02% +3 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,390 $422K 0.01% +383 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,381 $421K <0.01% -660 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. 2,363 $417K 0.04% +241 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,360 $417K 0.01% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,252 $398K 0.04% +81 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,223 $393K 0.07% -97 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,206 $390K 0.01% -192 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,207 $390K 0.35% 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,201 $389K 0.06% new 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 2,200 $389K 0.01% 0 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 2,190 $387K 0.21% -321 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,186 $386K 0.01% -146 13F-HR Timeline Group Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 2,177 $385K 0.46% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,175 $384K 0.01% -17 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,172 $384K 0.16% -877 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,146 $379K <0.01% +676 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,117 $374K 0.02% +170 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 2,100 $371K 0.35% +605 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,062 $370K 0.34% -2,303 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,072 $366K 0.08% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,013 $356K <0.01% +412 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,010 $355K <0.01% -60 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,962 $347K <0.01% new 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 1,948 $346K -3,752 Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,954 $345K 0.05% -40 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,947 $344K 0.01% -393 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,939 $343K 0.01% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,908 $337K 0.01% +20 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,907 $337K 0.02% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,900 $336K 0.03% +467 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,881 $332K <0.01% new 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,865 $329K 0.12% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,864 $329K 0.01% new 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 1,855 $328K 0.01% -100 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,791 $327K 0.08% 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,841 $325K 0.01% +314 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 1,835 $324K 0.04% -46 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,808 $319K 0.04% +116 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 1,769 $313K 0.21% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,755 $310K 0.01% +142 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,741 $308K 0.01% -1,509 13F-HR Timeline Group Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 1,726 $305K 0.07% +287 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,724 $305K <0.01% -844 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,700 $300K 0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,668 $299K <0.01% +190 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,688 $298K <0.01% +1,578 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 1,648 $291K 0.05% +200 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,646 $291K 0.03% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,646 $291K 0.08% +171 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,378 $289K <0.01% -116 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,620 $286K 0.08% -592 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 1,603 $283K 0.01% +111 13F-HR Timeline Group CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,594 $282K 0.22% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,596 $282K 0.09% new 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 1,581 $279K <0.01% new 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,565 $276K <0.01% new 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,563 $276K 0.01% 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,876 $275K <0.01% -1,175 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,553 $274K 0.03% -145 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,215 $272K 0.03% new 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 1,533 $271K 0.1% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 1,510 $267K <0.01% -135 13F-HR Timeline Group Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,500 $265K 0.02% -1,485 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,477 $261K <0.01% +195 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,477 $261K <0.01% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,476 $261K 0.01% 0 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 1,454 $257K 0.01% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,449 $256K <0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,442 $255K 0.01% -371 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,435 $254K 0.01% -44 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 1,416 $250K <0.01% new 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,414 $250K 0.01% new 13F-HR/A Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,408 $249K <0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,407 $249K <0.01% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 1,405 $248K <0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,386 $245K 0.01% new 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 1,382 $244K 0.01% new 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,379 $244K 0.01% new 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 1,371 $242K 0.09% -289 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,368 $242K <0.01% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 1,368 $242K <0.01% new 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 2,658 $239K <0.01% +1,308 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 1,281 $237K 0.01% new 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 1,337 $236K 0.14% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,335 $236K 0.04% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,330 $235K 0.02% new 13F-HR/A Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,320 $233K 0.03% +952 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 1,314 $232K 0.12% new 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,311 $232K 0.17% 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 1,276 $225K <0.01% new 13F-HR Timeline Group Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 1,275 $225K 0.01% new 13F-HR Timeline Group Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 1,265 $223K 0.07% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,257 $222K 0.05% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,252 $221K <0.01% -1,114 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 1,251 $221K 0.05% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,238 $219K 0.01% -1,590 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 1,235 $218K 0.03% -215 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,200 $212K 0.08% new 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,200 $212K 0.12% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,196 $211K 0.21% 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,188 $210K 0.12% new 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,177 $208K 0.05% new 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,175 $208K 0.02% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,086 $207K <0.01% -294 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,170 $206K <0.01% new 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,055 $202K 0.19% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,131 $200K 0.14% 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,100 $194K 0.16% 0 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,046 $186K <0.01% +350 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,034 $183K 0.11% -87 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,034 $183K 0.01% +224 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 996 $176K <0.01% -10 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 978 $173K <0.01% -381 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 975 $172K 0.01% -7,442 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 912 $161K 0.03% +3 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 910 $161K 0.16% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 886 $157K 0.05% +25 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 802 $142K <0.01% -160 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 785 $139K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 721 $127K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 689 $122K <0.01% -5 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 670 $118K 0.02% -4,718 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 638 $113K 0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 629 $111K 0.01% +23 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 590 $104K 0.04% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 576 $102K <0.01% -78 13F-HR/A Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 527 $93.1K 0.01% -13 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 510 $90.1K 0.01% +220 13F-HR/A Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 511 $90K <0.01% -301 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 488 $86.2K <0.01% +200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 480 $85.9K 0.01% +122 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 480 $84.8K 0.05% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 463 $81.8K 0.04% -241 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 456 $81.6K <0.01% +47 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 430 $76K <0.01% +170 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 393 $69.4K 0.02% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 389 $68.7K 0.01% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 380 $67.1K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 374 $66K 0.04% +164 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 367 $64.8K 0.06% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 363 $64.1K <0.01% +17 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 350 $61.9K 0.02% 0 13F-HR/A Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 350 $61.8K 0.02% new 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 350 $61.8K 0.04% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 344 $60.8K <0.01% +114 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 339 $59.9K <0.01% -81 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 339 $59.9K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 337 $59.5K <0.01% +171 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 328 $57.9K <0.01% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 316 $55.8K <0.01% +263 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 311 $54.9K 0.04% -270 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 370 $51.6K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 288 $50.9K 0.02% +148 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 280 $49.5K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 266 $46.9K 0.02% +1 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 261 $46.1K 0.02% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 250 $44.2K 0.02% 0 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 250 $44K 0.04% -357 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 245 $43.3K 0.01% +22 13F-HR Timeline