Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,519 $714K 0.04% -323 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,511 $710K 0.04% new 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 1,493 $701K 0.02% new 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,492 $701K 0.02% +335 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,489 $700K 0.02% +143 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,478 $694K 0.22% +2 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,476 $693K 0.07% -196 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,473 $692K 0.01% -172 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,472 $691K 0.01% +329 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,432 $673K 0.01% +202 13F-HR Timeline Group FORA Capital, LLC More: the full row for FORA Capital, LLC 1,431 $672K 0.08% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,428 $671K 0.13% +579 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 1,426 $670K 0.17% new 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 1,412 $663K 0.59% 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,405 $660K 0.01% -8 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,405 $660K 0.01% 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,398 $658K 0.03% +708 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,399 $657K 0.01% 0 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,398 $657K 0.03% +34 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,384 $650K 0.28% +178 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 1,383 $650K 0.38% 0 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 1,380 $648K 0.15% -625 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,373 $645K 0.03% -69 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 1,372 $644K 0.02% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,350 $634K 0.18% -217 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,349 $634K 0.01% +688 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,320 $620K 0.18% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,307 $614K 0.01% -92 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,307 $614K <0.01% +142 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,303 $612K 0.03% -524 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,299 $610K 0.02% +15 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,290 $606K 0.01% -294 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,289 $605K 0.13% -1,268 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 1,283 $603K 0.54% -18 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,281 $602K 0.09% -383 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,276 $599K 0.01% +18 13F-HR/A Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,270 $597K 0.17% 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,264 $594K 0.15% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,260 $592K 0.01% -111 13F-HR Timeline Group PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,254 $589K 0.02% -20,284 13F-HR/A Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,252 $588K 0.11% -51 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,252 $588K 0.18% -104 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 1,250 $587K 0.59% 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,247 $586K <0.01% 13F-HR/A Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,245 $585K 0.27% 0 13F-HR Timeline Group EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 1,157 $585K 0.16% -228 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,230 $578K 0.03% +453 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,228 $577K 0.01% -282 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,228 $577K 0.06% -196 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,224 $575K 0.03% +84 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 1,222 $574K 0.09% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,132 $571K 0.05% 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,242 $570K 0.04% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,211 $569K 0.04% -3,476 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 1,210 $568K 0.02% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,198 $563K <0.01% +768 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,196 $562K 0.05% -35 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,119 $561K 0.01% +130 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 1,191 $559K 0.11% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,190 $559K 0.02% +227 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,180 $554K 0.04% -38 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 1,178 $553K 0.14% -4,887 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,176 $552K 0.11% 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,175 $552K 0.02% -227 13F-HR Timeline STF Management LP More: the full row for STF Management LP 1,172 $551K 0.52% -1,524 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 1,170 $550K 0.35% -920 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,170 $550K 0.01% -934 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,164 $547K 0.05% +6 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,164 $547K 0.14% +5 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,162 $546K 0.03% -2,258 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,146 $538K 0.01% -661 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,143 $537K 0.13% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,138 $534K 0.04% -673 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,127 $530K <0.01% +404 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 1,123 $527K 0.36% -145 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,107 $520K 0.09% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,104 $519K 0.01% -195 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 1,093 $513K <0.01% -609 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,080 $507K 0.13% +20 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,074 $504K 0.04% +61 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,064 $500K 0.17% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,060 $498K 0.14% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,059 $497K 0.04% +32 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,056 $496K 0.02% +21 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,054 $495K 0.03% +30 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,048 $492K 0.03% 0 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 1,045 $491K 0.51% 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,035 $486K 0.02% -1,994 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,033 $485K 0.02% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,026 $482K 0.04% -21 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,023 $481K 0.02% -523 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,016 $477K 0.16% new 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,069 $472K 0.01% +688 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,003 $471K 0.03% -22 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 994 $467K 0.1% -30 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 992 $466K 0.02% +111 13F-HR Timeline Group Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 987 $464K 0.07% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 984 $462K 0.03% -317 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 981 $461K 0.01% -219 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 980 $461K 0.01% +71 13F-HR Timeline Group HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 976 $458K 0.18% +484 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 975 $458K 0.19% 0 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 970 $456K 0.15% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 964 $453K 0.01% +131 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 954 $448K 0.02% -211 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 953 $448K 0.06% -102 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 936 $439K 0.01% -1,285 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 935 $439K 0.12% +125 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 934 $439K 0.01% -59 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 932 $438K 0.06% +68 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 865 $435K 0.02% +202 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 926 $435K 0.33% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 926 $435K 0.33% +6 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 926 $435K 0.06% 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 919 $432K 0.35% 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 916 $430K 0.06% 0 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 909 $427K 0.37% +59 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 903 $424K 0.06% -9 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 981 $419K 0.01% +44 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 823 $419K <0.01% -142 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 887 $417K 0.07% -970 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 875 $411K 0.22% +235 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 874 $411K 0.14% 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 873 $410K 0.02% -90 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 865 $406K 0.01% -38 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 865 $406K 0.01% -40 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 855 $402K 0.01% -233 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 851 $400K <0.01% -44,334 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 850 $399K 0.04% -674 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 848 $398K 0.05% +164 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 847 $398K 0.03% new 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 844 $396K 0.03% +8 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 843 $396K 0.29% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 753 $393K 0.03% +28 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 829 $389K <0.01% -1,716 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 827 $388K 0.16% -933 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 819 $385K 0.04% -1,616 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 807 $379K 0.12% 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 802 $377K 0.04% new 13F-HR Timeline IvyRock Asset Management (HK) Ltd More: the full row for IvyRock Asset Management (HK) Ltd 800 $376K 0.2% +300 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 793 $372K 0.02% -23 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 790 $371K 0.14% -15 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 832 $369K <0.01% -45 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 784 $368K 0.02% +22 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 781 $367K 0.02% -702 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 731 $361K 0.01% -50 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 768 $361K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 762 $358K <0.01% -25 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PCM Encore, LLC More: the full row for PCM Encore, LLC 753 $353K 0.08% 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 752 $353K <0.01% -1,154 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 749 $352K 0.06% -190 13F-HR Timeline Group Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 743 $349K <0.01% -1,704 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 739 $347K 0.01% +50 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 738 $347K 0.01% +115 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 737 $346K 0.02% +458 13F-HR Timeline Group Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 735 $345K 0.35% 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 735 $345K 0.17% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 731 $343K 0.02% +4 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 731 $343K 0.23% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 727 $341K 0.02% -54,330 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 720 $338K 0.25% 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 719 $338K 0.01% -24 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 719 $338K 0.02% 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 717 $337K 0.12% -160 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 709 $333K 0.03% -1,257 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 709 $333K 0.08% new 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 706 $332K 0.11% -92 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 704 $331K 0.01% -633 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 700 $329K 0.01% -6 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 699 $328K 0.18% +45 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 695 $326K 0.1% -936 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 692 $325K 0.03% 0 13F-HR/A Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 690 $324K 0.04% -127 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 687 $323K 0.28% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 684 $321K 0.08% -174 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 677 $318K 0.04% -2 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 677 $318K 0.02% -32 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 675 $317K 0.01% -422 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 675 $317K 0.04% +110 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 675 $317K 0.11% +73 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 673 $316K 0.01% -193 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 672 $316K 0.01% -20 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 670 $315K 0.07% -376 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 669 $314K 0.03% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 668 $314K <0.01% new 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 665 $312K 0.2% 0 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 663 $311K 0.18% +58 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 662 $311K 0.01% -492 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 657 $309K 0.11% -226 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 672 $308K 0.11% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 652 $306K 0.02% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 652 $306K 0.02% +59 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 646 $303K <0.01% -1,680 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 644 $302K 0.19% 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 640 $301K 0.07% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 636 $299K 0.04% -4 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 635 $298K 0.14% -304 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 635 $298K <0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 629 $297K 0.02% +536 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 631 $296K 0.01% +285 13F-HR Timeline