Addison Capital Co More: the full row for Addison Capital Co 3,364 $619K 0.25% +208 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 3,349 $616K 0.04% new 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 3,336 $613K 0.02% +53 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,303 $607K <0.01% +400 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,301 $607K 0.1% +52 13F-HR/A Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 3,300 $607K 0.32% -200 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 3,295 $606K 0.02% -700 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,196 $588K 0.25% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,194 $587K 0.02% -41 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,175 $584K 0.01% +2,383 13F-HR/A 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. 3,089 $568K 0.02% +130 13F-HR Timeline Group Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,970 $546K 0.09% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,948 $542K 0.35% +91 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 2,933 $539K 0.09% +61 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,925 $538K 0.02% -179 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,880 $530K 0.09% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,851 $524K 0.05% new 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 2,841 $522K <0.01% new 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 2,800 $515K 0.49% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,758 $507K 0.05% -22 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,727 $501K 0.01% -103 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,727 $501K <0.01% +159 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,714 $499K 0.01% +259 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 2,692 $495K 0.11% +172 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 2,623 $482K 0.31% -800 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,600 $478K 0.04% +1,208 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,580 $474K 0.03% new 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 2,552 $469K 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 2,544 $468K <0.01% +146 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 2,540 $467K 0.01% -2,226 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,499 $459K 0.01% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,488 $457K 0.03% -1,114 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,488 $457K 0.07% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,444 $451K 0.01% 13F-HR/A Timeline Olympiad Research LP More: the full row for Olympiad Research LP 2,442 $449K 0.47% +129 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,428 $447K <0.01% -124 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,423 $446K 0.01% +279 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 2,399 $441K 0.02% +684 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,373 $436K 0.01% -421 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,338 $430K 0.06% -261 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,302 $423K <0.01% -547 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 2,260 $416K 0.03% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,250 $414K 0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 2,243 $412K 0.01% 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,214 $407K 0.01% -365 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 2,198 $404K <0.01% -8,285 13F-HR Timeline Group Janney Capital Management LLC More: the full row for Janney Capital Management LLC 2,185 $402K 0.03% +2 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,179 $401K 0.03% -605 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,178 $400K 0.26% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,165 $398K <0.01% +194 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,132 $392K 0.02% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,114 $389K 0.01% +33 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,108 $388K <0.01% -5,772 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 2,075 $382K 0.01% -16 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,073 $381K 0.07% -360 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,070 $381K 0.03% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,024 $372K 0.06% new 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 1,980 $364K 0.01% -20,441 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 1,981 $364K 0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,975 $363K <0.01% +448 13F-HR Timeline Group Scientech Research LLC More: the full row for Scientech Research LLC 1,966 $361K 0.1% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,953 $359K 0.05% +128 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,959 $358K 0.01% +174 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,918 $353K <0.01% new 13F-HR/A Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,900 $349K 0.1% -143 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,886 $347K 0.02% +375 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,860 $342K <0.01% +399 13F-HR/A Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 1,774 $326K 0.04% 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,752 $322K 0.02% -23 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 1,725 $317K 0.01% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,714 $315K 0.02% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,713 $315K 0.02% new 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,684 $310K <0.01% -2,931 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,682 $309K 0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,641 $302K 0.01% +12 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,607 $295K 0.02% 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,595 $293K 0.01% -57 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,574 $289K 0.02% -49 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,453 $276K 0.03% -6 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,494 $275K 0.02% +113 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,485 $273K 0.04% +214 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,472 $271K 0.01% -3,219 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,457 $268K 0.03% +124 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,442 $265K <0.01% 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 1,420 $262K <0.01% -403 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,417 $261K <0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,398 $257K <0.01% -47 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,389 $255K 0.04% +40 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,388 $255K <0.01% -764 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,377 $253K 0.01% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,375 $253K <0.01% +225 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 1,343 $251K <0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,334 $245K <0.01% -6,260 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,324 $243K 0.07% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,315 $242K 0.01% -343 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,293 $238K 0.02% -481 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,277 $235K <0.01% -11,693 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,274 $234K 0.02% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,265 $233K 0.03% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,263 $232K 0.08% +367 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,243 $229K 0.04% 0 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 1,236 $227K <0.01% new 13F-HR/A Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,236 $227K 0.02% -4,926 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,228 $226K 0.02% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,224 $225K 0.13% +224 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,217 $224K 0.01% 0 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 1,213 $223K <0.01% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,194 $220K <0.01% -100 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 1,190 $219K 0.13% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,162 $214K <0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,136 $209K 0.03% +8 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 1,136 $209K 0.03% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,135 $208K 0.01% -606 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 1,124 $207K <0.01% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,118 $206K 0.02% -95 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,106 $203K 0.01% new 13F-HR/A Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,093 $201K 0.08% -343 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,091 $201K 0.53% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,066 $196K <0.01% +76 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1,010 $186K 0.11% 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 974 $179K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 927 $170K <0.01% +33 13F-HR Timeline Quarry LP More: the full row for Quarry LP 881 $162K 0.03% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 865 $159K 0.01% +59 13F-HR Timeline Natixis Investment Managers Internation… More: the full row for Natixis Investment Managers International 864 $159K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 714 $131K <0.01% +10 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 660 $121K 0.04% -130 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 624 $115K 0.01% -24 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 614 $113K 0.01% -11 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 597 $110K 0.01% -1 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 567 $104K 0.01% +146 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 545 $100K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 500 $91.9K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 461 $84.8K <0.01% +243 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 459 $84.4K <0.01% +422 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 459 $84K 0.04% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 452 $83K 0.01% +205 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 452 $83K <0.01% +1 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 440 $80.9K 0.01% -34 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 437 $80.3K 0.02% new 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 420 $77.2K <0.01% new 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 413 $75.9K 0.07% 13F-HR/A Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 395 $72K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 380 $69.9K 0.02% +13 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 351 $64.5K 0.02% -22 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 333 $61.2K <0.01% +297 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 326 $59.9K <0.01% +151 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 312 $57.4K 0.03% +20 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 300 $55.2K 0.01% 0 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 277 $50.9K 0.03% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 271 $49.8K <0.01% +8 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 271 $49.8K <0.01% +2 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 271 $49.8K <0.01% +18 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 256 $48.1K <0.01% -17 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 256 $47.1K 0.04% 13F-HR Timeline TOBAM More: the full row for TOBAM 254 $47K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 246 $45.2K <0.01% -27 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 246 $45.2K <0.01% -125 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 233 $42.8K <0.01% 0 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 226 $41.6K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 221 $40.6K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 218 $40.1K <0.01% +25 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 200 $36.8K 0.07% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 188 $35.3K <0.01% +69 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 187 $34.4K 0.03% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 169 $31.1K <0.01% +4 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 165 $30.3K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 152 $27.9K <0.01% +6 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 143 $26.3K <0.01% -6 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 128 $23.5K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 123 $23K 0.01% -70 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 124 $22.8K <0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 116 $21.3K <0.01% -5,147 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 113 $20.8K <0.01% -10 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 112 $20.6K 0.02% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 110 $20.2K <0.01% -16 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 108 $19.9K <0.01% -20 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 106 $19.5K <0.01% +66 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 100 $18.4K <0.01% +51 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 100 $18.4K <0.01% 0 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 103 $18K <0.01% +25 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 100 $18K <0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 96 $17.7K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 88 $16.2K 0.04% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 85 $15.6K <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 85 $15.6K 0.01% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 80 $15.5K 0.01% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 74 $14K <0.01% +9 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 76 $14K <0.01% -1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 73 $13.4K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 69 $12.7K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 46 $12.1K <0.01% -15 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 65 $11.9K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 64 $11.8K <0.01% +18 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 62 $11.4K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 56 $10K <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 52 $9.56K <0.01% +40 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 51 $9.38K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 51 $9.38K <0.01% +1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 49 $9.01K <0.01% +3 13F-HR Timeline