Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 7,034 $968K 0.04% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,004 $964K 0.02% +2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,904 $950K 0.03% +910 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,843 $942K 0.01% +260 13F-HR Timeline Group Oak Thistle LLC More: the full row for Oak Thistle LLC 6,792 $935K 0.14% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 6,614 $910K 0.07% +4,169 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 6,600 $908K 0.14% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 6,577 $905K 0.01% -1,566 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,514 $897K <0.01% +1,556 13F-HR/A Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 6,500 $895K <0.01% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,351 $874K 0.02% +11 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 6,345 $873K 0.23% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,233 $858K 0.09% -429 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 6,217 $856K 0.05% -52,762 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 6,115 $842K <0.01% -1,454 13F-HR Timeline Group TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 6,048 $832K 0.03% +223 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,024 $829K <0.01% -6,767 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,012 $827K 0.02% +42 13F-HR/A Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 5,949 $819K 0.01% +33 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 5,845 $805K 0.01% -1,250 13F-HR Timeline Group INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 5,836 $803K 0.01% -1,496 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 5,825 $802K 0.26% 0 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 5,812 $800K 0.02% new 13F-HR Timeline Group ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 5,720 $787K 0.22% +223 13F-HR/A Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 5,690 $783K 0.2% -39 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,487 $755K 0.02% +6 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 5,486 $755K 0.01% 0 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 5,409 $744K 0.02% -404 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,373 $740K 0.09% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,343 $735K 0.02% +938 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,296 $729K 0.01% +460 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 5,216 $718K 0.03% +47 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,213 $718K 0.01% +1,720 13F-HR/A Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,211 $717K <0.01% +626 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,042 $714K 0.02% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,083 $700K 0.04% +992 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 5,043 $694K 0.22% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,018 $691K <0.01% +793 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,015 $690K 0.01% -179 13F-HR Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 5,012 $690K 0.08% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,778 $690K 0.02% -431 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,981 $686K 0.01% -4,254 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,976 $685K 0.09% +215 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,834 $665K 0.12% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,777 $658K <0.01% -94,723 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,770 $657K 0.03% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,713 $649K <0.01% +453 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,671 $643K 0.01% +2,228 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,656 $641K 0.02% +426 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 4,490 $618K 0.03% -149 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 4,550 $616K 0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,452 $613K 0.02% +257 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 4,451 $613K 0.21% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 4,445 $612K 0.18% +1,407 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 4,402 $606K 0.01% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 4,348 $598K 0.01% new 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 4,343 $598K 0.05% +383 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 4,322 $595K 0.08% +27 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 4,290 $590K 0.04% +735 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 4,254 $586K 0.47% new 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 4,243 $584K <0.01% -157,181 13F-HR Timeline Group Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 4,193 $577K 0.32% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 4,151 $571K 0.14% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,131 $569K <0.01% +1,182 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,118 $567K 0.01% +536 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 4,100 $564K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,061 $559K 0.01% +1,198 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 4,033 $555K 0.01% -60 13F-HR Timeline OSSIAM More: the full row for OSSIAM 4,026 $554K 0.01% -1,460 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 4,001 $551K <0.01% 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,915 $549K 0.01% +11 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,971 $547K 0.01% -6,044 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,963 $545K 0.15% -90 13F-HR Timeline 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 3,946 $543K <0.01% 0 13F-HR Timeline Group LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 3,945 $543K 0.08% +89 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 3,890 $535K 0.01% +994 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,879 $534K 0.07% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,860 $531K <0.01% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 3,845 $529K <0.01% +1 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,808 $524K <0.01% +399 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 3,701 $509K 0.01% -110,887 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,692 $508K 0.01% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,688 $508K 0.13% +236 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,673 $506K <0.01% +47 13F-HR/A Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 3,668 $505K 0.03% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,612 $497K 0.04% -471 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,597 $495K 0.02% -250 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,566 $491K <0.01% +64 13F-HR Timeline Group Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 3,563 $490K 0.02% +5 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 3,612 $485K 0.01% -983 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,523 $485K 0.02% +31 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,441 $474K 0.01% -6 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,400 $468K 0.06% -1,531 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,337 $459K 0.02% -129 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,302 $454K 0.22% -624 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 3,136 $432K 0.02% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,135 $432K 0.15% 13F-HR Timeline Waratah Capital Advisors Ltd. More: the full row for Waratah Capital Advisors Ltd. 3,135 $432K 0.03% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,134 $431K 0.36% 0 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 3,200 $430K 0.01% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,114 $429K 0.01% -76 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,081 $424K 0.11% 0 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,150 $423K 0.02% +530 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,073 $423K 0.01% +549 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,142 $422K 0.03% +239 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,059 $421K 0.02% +34 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,054 $420K 0.01% new 13F-HR Timeline Group Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 3,051 $420K 0.01% -19,854 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,045 $419K 0.01% +2,565 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,042 $419K 0.01% new 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 3,027 $417K <0.01% -2,479 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 3,019 $416K 0.55% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,977 $410K 0.01% +138 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,975 $410K 0.02% -825 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,960 $407K 0.02% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,955 $407K <0.01% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,874 $396K 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 2,842 $391K <0.01% +204 13F-HR Timeline Group DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 2,840 $391K 0.2% -130 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,838 $391K <0.01% -183 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,799 $385K 0.01% +302 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,806 $377K 0.01% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,726 $375K 0.01% +217 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,674 $368K 0.01% -21 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,670 $367K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,664 $367K <0.01% +15 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,621 $361K 0.02% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,613 $360K 0.01% -109 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,612 $360K 0.01% new 13F-HR Timeline American Trust More: the full row for American Trust 2,583 $356K 0.03% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,556 $352K 0.1% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,502 $351K 0.01% -8 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,539 $349K 0.04% -36 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,534 $349K <0.01% +79 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,500 $344K 0.02% new 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,455 $338K 0.03% -1,358 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,447 $337K 0.08% -5,093 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 4,075 $337K 0.03% -150 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,405 $331K 0.05% -169 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,361 $325K 0.19% 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 2,341 $322K <0.01% new 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,332 $321K 0.01% -111 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,315 $319K 0.06% +53 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,304 $317K 0.01% +8 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 2,254 $310K 0.05% +2 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,253 $310K <0.01% +141 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,235 $308K 0.02% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,165 $298K 0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,106 $290K 0.02% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,105 $290K <0.01% -1,206 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,096 $288K 0.02% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,067 $285K 0.03% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,034 $280K 0.02% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,020 $278K 0.05% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,950 $268K 0.05% 0 13F-HR Timeline Group IRON Financial LLC More: the full row for IRON Financial LLC 1,930 $266K 0.13% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,829 $265K 0.01% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,919 $264K 0.06% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,919 $264K 0.04% new 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 1,900 $262K 0.26% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,897 $261K 0.01% -60 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,889 $260K 0.01% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,866 $257K 0.01% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,862 $256K 0.02% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,848 $254K 0.01% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,830 $252K 0.03% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,366 $251K 0.11% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,823 $251K <0.01% new 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,808 $249K <0.01% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,806 $249K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,805 $248K 0.01% +1,009 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,802 $248K 0.12% new 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,800 $248K 0.04% new 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 1,788 $246K 0.11% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 1,772 $244K 0.01% new 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 1,765 $243K 0.1% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,750 $240K 0.01% +400 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,732 $238K <0.01% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,725 $237K 0.07% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,725 $237K 0.01% new 13F-HR Timeline Group KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,715 $236K 0.14% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,689 $232K 0.01% -1,074 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,681 $231K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,675 $230K 0.02% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,665 $229K 0.01% -1,701 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,647 $227K 0.02% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,644 $226K <0.01% new 13F-HR Timeline Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 1,642 $226K 0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,637 $225K 0.02% +16 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,630 $224K 0.01% +109 13F-HR Timeline Group Maj Invest Holding A/S in group Maj Invest Holding A/S More: the full row for Maj Invest Holding A/S 1,630 $224K 0.01% 0 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,619 $223K <0.01% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,615 $222K 0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,603 $221K <0.01% new 13F-HR/A Timeline Group Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,601 $220K 0.02% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 1,594 $219K <0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,592 $219K 0.03% new 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,589 $219K 0.01% new 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,586 $218K 0.03% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,581 $218K 0.01% new 13F-HR Timeline