Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 10,970 $591K 0.02% +1,701 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,940 $589K <0.01% +2,371 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 10,893 $587K 0.03% -18,822 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 10,790 $581K 0.09% -1,624 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 10,692 $576K 0.03% +241 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 10,559 $568K 0.06% new 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 10,282 $554K 0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,276 $554K 0.01% +658 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 10,182 $548K <0.01% +714 13F-HR Timeline Group CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 10,159 $547K 0.35% +10 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,148 $547K <0.01% +4,380 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,059 $542K <0.01% +1,248 13F-HR Timeline Orvieto Partners, L.P. More: the full row for Orvieto Partners, L.P. 10,000 $539K 0.46% -40,000 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,982 $538K 0.02% -1,023 13F-HR/A Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 9,731 $529K 0.02% -11,329 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 9,740 $525K 0.25% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 9,619 $518K 0.03% +895 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 9,423 $508K 0.24% -997 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,412 $507K <0.01% -68 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 9,287 $500K 0.01% +5,019 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 9,280 $500K <0.01% -1,096 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 9,223 $497K <0.01% +625 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 9,137 $492K 0.09% -650 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 8,957 $483K <0.01% +2,017 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,921 $481K 0.03% -474 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 8,892 $479K 0.44% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 8,882 $479K 0.01% -415 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,839 $476K <0.01% +7,863 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 8,557 $461K 0.02% -2,971 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 8,528 $459K 0.04% +3,492 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 8,508 $458K 0.01% -34,308 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,477 $457K 0.01% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 8,401 $453K 0.01% +5,130 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,357 $450K 0.01% +62 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 8,346 $450K 0.17% +455 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 8,290 $447K 0.03% +6,926 13F-HR Timeline Kentucky Retirement Systems group of 2 filers holding More: the full row for Kentucky Retirement Systems 8,188 $441K -19,535 Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 8,173 $440K 0.02% -100 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,020 $432K 0.02% -414 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 8,008 $431K 0.05% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 7,990 $431K <0.01% +64 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,310 $430K 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 7,908 $426K 0.01% +3,238 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. 7,900 $426K 0.01% 0 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 7,854 $423K 0.01% -401 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 7,751 $418K <0.01% +2,343 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 7,733 $417K 0.06% -779 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 7,542 $406K 0.1% -10,531 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,467 $402K 0.01% -214 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,421 $400K <0.01% +701 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,345 $396K 0.01% -2,221 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,345 $396K <0.01% -3,854 13F-HR/A Timeline STRS OHIO More: the full row for STRS OHIO 7,330 $395K <0.01% -11 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 7,117 $380K 0.03% -1,855 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 6,900 $372K 0.04% -201,290 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 6,680 $360K 0.04% +601 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 6,676 $360K 0.07% -71 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,647 $358K 0.02% -64 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,607 $356K 0.01% +1,198 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 6,524 $352K 0.02% +4,225 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,487 $350K <0.01% +701 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 6,487 $349K <0.01% -443 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 6,462 $348K 0.02% -202,932 13F-HR/A Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,436 $347K 0.01% -513 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 6,428 $346K 0.12% +34 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,329 $341K 0.04% -14 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,299 $339K 0.01% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,185 $333K <0.01% -9,789 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,175 $333K <0.01% +2,187 13F-HR Timeline Group DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 6,162 $332K 0.13% -590 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 6,115 $329K 0.02% +28 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 5,994 $323K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,988 $323K 0.01% +403 13F-HR/A Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 5,917 $319K 0.18% +28 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 5,827 $314K 0.01% 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,680 $306K 0.03% -1,562 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 5,657 $305K 0.22% 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,633 $304K 0.03% +744 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 5,599 $302K 0.17% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,515 $297K 0.01% new 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 5,503 $297K 0.01% -8,357 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,491 $296K 0.01% +1,860 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,474 $295K 0.02% -2,440 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,460 $294K 0.02% 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 5,391 $290K <0.01% +679 13F-HR Timeline Group CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 5,389 $290K 0.01% -671 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,372 $289K 0.02% -873 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 5,352 $288K 0.05% -62,515 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,321 $287K <0.01% -17 13F-HR Timeline Group XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 5,281 $285K 0.16% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,257 $283K <0.01% -95 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,199 $280K 0.01% -824 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,185 $279K 0.02% -3,897 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,147 $277K 0.02% -509 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,139 $277K 0.02% -1,366 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 5,134 $277K 0.08% +1,081 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 5,132 $277K <0.01% +248 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,100 $275K 0.01% +200 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,069 $273K 0.01% -3,273 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 5,030 $271K 0.08% +192 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,016 $270K 0.01% +1,685 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 5,000 $269K 0.12% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,777 $261K 0.01% +506 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,813 $259K 0.12% -2 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,785 $258K 0.03% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,777 $257K 0.05% -753 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 4,764 $257K 0.13% -2,383 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,750 $256K <0.01% -6,616 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 4,749 $256K <0.01% -79 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 4,739 $255K 0.05% +3,687 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,575 $254K 0.11% +207 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,516 $243K <0.01% -909 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,731 $243K <0.01% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,448 $240K 0.01% +685 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,400 $237K <0.01% -1,191 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 4,392 $237K 0.05% -1,441 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,342 $234K <0.01% -851 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 4,333 $233K 0.1% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,311 $232K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,200 $226K 0.01% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 4,168 $225K 0.68% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,145 $223K 0.02% +1,053 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,111 $223K <0.01% -5,644 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,986 $215K 0.01% -694 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,982 $215K 0.05% +5 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,954 $213K 0.06% -2,431 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,887 $211K <0.01% new 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 3,850 $207K 0.05% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 3,850 $207K 0.03% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,822 $206K 0.01% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,816 $206K 0.06% -30 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 3,800 $205K 0.08% 0 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 3,127 $204K 0.02% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,772 $203K <0.01% +17 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,754 $202K <0.01% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,753 $202K <0.01% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,749 $202K 0.07% -702 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,407 $184K <0.01% +510 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,396 $183K 0.03% +948 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 3,300 $178K 0.04% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,226 $174K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,954 $159K 0.01% new 13F-HR/A Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,898 $156K <0.01% +20 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,847 $153K <0.01% -658 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,731 $147K <0.01% +349 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,711 $146K <0.01% -105 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,641 $142K <0.01% -93 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,581 $140K <0.01% +513 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,452 $132K 0.01% +1,621 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,318 $125K <0.01% -808 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,234 $120K <0.01% 0 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,206 $119K <0.01% +12 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,988 $107K 0.01% +1,008 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,988 $107K <0.01% +3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,915 $103K 0.01% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,858 $100K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,767 $95.3K 0.03% -152 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,733 $93.4K 0.03% -646 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,622 $87.4K <0.01% +55 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,559 $84K <0.01% +20 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,556 $83.8K <0.01% +783 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,519 $81.8K 0.01% +63 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,453 $78.3K 0.02% -348 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,445 $77.9K <0.01% +124 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,440 $77.6K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,421 $76.6K 0.01% -24 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,401 $75.5K <0.01% -154 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,397 $75.3K 0.02% -7,368 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,344 $72K <0.01% +579 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,126 $60.7K 0.03% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,119 $60.3K 0.02% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 986 $53.1K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 973 $52.4K 0.06% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 962 $51.8K 0.01% +1 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 944 $50.9K <0.01% -34 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 886 $47.7K <0.01% +375 13F-HR Timeline TOBAM More: the full row for TOBAM 880 $47K 0.01% -303 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 867 $46.7K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 856 $46.1K <0.01% +25 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 854 $46K <0.01% +547 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 836 $45.4K 0.03% -217 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 822 $44.3K <0.01% -14 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 774 $41.7K 0.18% +560 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 779 $41K 0.04% +4 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 730 $39.3K 0.01% 0 13F-HR Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 690 $37.2K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 674 $34.8K <0.01% -345 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 600 $32.3K 0.03% 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 595 $32K 0.02% -376 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 563 $30.3K <0.01% -43 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 542 $29.2K 0.02% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 524 $28.4K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 519 $28K <0.01% -33,378 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 476 $25.6K 0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 450 $24.2K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 443 $23.9K <0.01% -111 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 442 $23.8K <0.01% +212 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 428 $23.1K <0.01% +10 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 430 $23K <0.01% +4 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 419 $22.8K <0.01% +57 13F-HR Timeline