Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,112 $802K 0.05% +1,532 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,950 $790K 0.01% +246 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 5,159 $789K 0.04% +9 13F-HR Timeline Birchview Capital, LP More: the full row for Birchview Capital, LP 6,000 $787K 0.46% new 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 6,000 $787K 0.06% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,977 $784K 0.03% +1,710 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 5,903 $774K 0.01% +3,669 13F-HR/A Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,868 $770K 0.24% -85 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 5,864 $769K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 5,777 $758K <0.01% -207 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,747 $754K 0.12% +3,488 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 5,605 $735K 0.25% +2,332 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,531 $725K 0.02% +658 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 5,482 $719K 0.02% 0 13F-HR Timeline Group B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 5,441 $714K 0.01% 0 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 5,947 $712K 0.25% +381 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,397 $708K <0.01% +26 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,355 $702K <0.01% +2,282 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,340 $700K 0.05% +346 13F-HR/A Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 5,238 $687K 0.17% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 5,107 $678K 0.01% +4,952 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,663 $675K 0.1% -839 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,109 $670K 0.01% +1,454 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,043 $669K 0.01% +691 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 5,086 $667K <0.01% -518,362 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 5,046 $662K 0.03% new 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 4,981 $653K 0.06% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,979 $653K 0.01% +61 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 4,965 $651K 0.01% -9,454 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,949 $649K <0.01% +1,142 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,402 $648K 0.06% +500 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,937 $648K 0.03% -28,161 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 4,900 $643K <0.01% 0 13F-HR Timeline Group Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 4,885 $641K 0.33% +34 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,870 $639K 0.03% -300 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 4,865 $638K 0.25% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,862 $638K <0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,852 $636K 0.07% +254 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,833 $634K <0.01% +43 13F-HR Timeline Group CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 4,805 $630K <0.01% -3,843 13F-HR Timeline Group DF DENT & CO INC More: the full row for DF DENT & CO INC 4,790 $628K 0.01% -11,728 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,782 $627K 0.01% +2,025 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 4,770 $626K 0.25% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,662 $619K 0.03% +854 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,717 $619K <0.01% -265 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,650 $610K 0.01% -18 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,643 $609K <0.01% +99 13F-HR Timeline Group Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 4,615 $605K 0.55% +419 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 4,600 $603K 0.03% -1,202 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,573 $600K 0.01% -5,548 13F-HR Timeline Group Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 4,520 $593K 0.2% new 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,516 $592K 0.02% -83 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 4,504 $591K 0.01% new 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,498 $590K <0.01% 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,468 $586K 0.04% +723 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,401 $577K <0.01% +122 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,399 $577K 0.01% +570 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,396 $577K 0.03% +2,837 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,365 $573K 0.01% +1,730 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,358 $572K 0.01% +816 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 4,354 $571K 0.29% +60 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 4,326 $567K 0.01% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 4,278 $561K 0.13% -2 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,265 $559K 0.01% +360 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,263 $559K 0.01% +1,439 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 4,234 $555K 0.13% 0 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,173 $547K 0.07% +455 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 4,154 $545K 0.11% +558 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,150 $544K 0.03% 0 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 4,142 $543K <0.01% 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,118 $540K 0.01% +44 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,117 $540K 0.01% -135 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,071 $534K 0.04% +909 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 4,058 $532K 0.2% +498 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 4,041 $530K 0.07% -255 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 4,029 $528K 0.28% -750 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 4,015 $527K 0.27% -250 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,012 $526K 0.15% -6,905 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 4,006 $525K 0.03% -31 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,923 $515K <0.01% +1,815 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 3,834 $503K 0.42% 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,832 $503K <0.01% +1,545 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,811 $500K 0.07% +953 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,808 $499K 0.02% +1 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,761 $493K 0.01% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 4,264 $488K 0.2% +453 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,714 $487K 0.01% -168 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 3,680 $483K <0.01% -103 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 3,662 $480K 0.27% 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,582 $470K <0.01% -810 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 3,578 $469K 0.05% -308 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 3,578 $469K 0.15% 0 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 3,935 $468K 0.16% -4,700 13F-HR Timeline VOLORIDGE INVESTMENT MANAGEMENT, LLC More: the full row for VOLORIDGE INVESTMENT MANAGEMENT, LLC 3,556 $466K <0.01% -21,641 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 3,508 $460K 0.05% +262 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 3,500 $459K 0.01% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,462 $454K 0.13% +239 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,462 $454K 0.02% +459 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,455 $453K 0.01% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,445 $452K 0.07% -25 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 3,405 $447K 0.03% 0 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 3,391 $445K 0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,383 $444K 0.01% +271 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,361 $441K 0.04% +225 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 3,334 $437K 0.01% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,315 $435K 0.34% -17 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,300 $433K 0.06% -4,529 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,268 $429K 0.01% -245 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,255 $427K 0.01% new 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 3,253 $427K 0.02% new 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 3,192 $419K 0.22% 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,177 $417K 0.01% 0 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 3,166 $415K 0.35% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,157 $414K 0.01% +825 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,112 $408K 0.02% -159 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,091 $405K 0.08% +180 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 3,090 $405K 0.04% -139 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,019 $398K <0.01% +784 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,003 $394K 0.04% new 13F-HR/A Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 3,000 $393K 0.04% 0 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 3,000 $393K 0.01% 0 13F-HR Timeline Praxis Capital Management LLC More: the full row for Praxis Capital Management LLC 3,000 $393K 1.41% 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,991 $392K 0.1% +14 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,972 $390K 0.21% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,941 $386K 0.12% +262 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,908 $381K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,907 $381K 0.02% +232 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,497 $375K 0.01% +181 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 2,850 $374K 0.04% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,788 $366K +270 Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,786 $365K 0.01% -213 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2,729 $358K 0.03% -140 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,490 $356K <0.01% +174 13F-HR Timeline Group UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 2,700 $354K <0.01% -1,985 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,688 $353K <0.01% -945 13F-HR/A Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,673 $351K 0.02% -165 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,663 $349K 0.03% new 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 2,648 $347K 0.01% +144 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,647 $347K 0.05% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,630 $345K 0.06% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,618 $343K 0.04% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,613 $343K <0.01% +2,029 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,600 $341K 0.02% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,599 $341K 0.02% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,574 $338K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,570 $337K 0.01% -264 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 2,568 $337K <0.01% -88 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,536 $333K <0.01% +96 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,532 $332K 0.06% new 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 2,509 $329K 0.04% -2,357 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,507 $329K 0.02% +182 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,490 $327K 0.06% -229 13F-HR Timeline SECTORAL ASSET MANAGEMENT INC More: the full row for SECTORAL ASSET MANAGEMENT INC 2,472 $324K 0.26% -255 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,465 $323K 0.01% +99 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 2,406 $316K 0.02% 0 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 2,400 $315K <0.01% new 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,396 $314K 0.07% -662 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,374 $311K 0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,371 $311K 0.01% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,364 $310K 0.01% +252 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 2,359 $309K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,359 $309K <0.01% -224 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,348 $308K 0.01% -1,000 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,340 $307K <0.01% -119 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,337 $307K 0.04% +973 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,330 $306K <0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,326 $305K <0.01% new 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 2,323 $305K 0.07% -12 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 2,300 $302K <0.01% new 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,298 $301K 0.05% +25 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,272 $298K 0.09% +407 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 2,249 $295K 0.21% -135 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,460 $294K 0.13% new 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 2,222 $291K 0.06% new 13F-HR Timeline AMERICAN CAPITAL MANAGEMENT INC More: the full row for AMERICAN CAPITAL MANAGEMENT INC 2,220 $291K 0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,218 $291K 0.01% +80 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,202 $289K 0.06% +58 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,178 $286K 0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,178 $286K 0.01% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,148 $282K <0.01% 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,108 $276K 0.01% -6 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,096 $275K 0.02% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,093 $275K 0.02% -40 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,033 $267K 0.02% new 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,030 $266K 0.02% -640 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,018 $265K 0.04% -93 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,000 $262K 0.07% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,992 $261K 0.04% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,954 $256K 0.05% new 13F-HR/A Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,945 $255K <0.01% -1,344 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,943 $255K <0.01% +157 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,934 $254K 0.01% +713 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,895 $249K 0.02% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,879 $246K 0.02% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,815 $244K <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,854 $243K <0.01% +777 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,649 $243K <0.01% +150 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,825 $239K 0.03% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,806 $237K <0.01% +178 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,802 $236K <0.01% new 13F-HR Timeline