Bank of Marin More: the full row for Bank of Marin 4,270 $860K 0.68% -156 13F-HR Timeline Covey Capital Advisors, LLC More: the full row for Covey Capital Advisors, LLC 4,219 $850K 0.97% -419 13F-HR Timeline AYAL Capital Advisors Ltd More: the full row for AYAL Capital Advisors Ltd 4,200 $846K 0.43% 0 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 4,088 $824K 0.02% new 13F-HR Timeline Group Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 4,000 $806K 0.14% new 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 4,000 $806K 0.16% new 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 3,799 $765K 0.08% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,772 $760K 0.01% -2,381 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 3,642 $734K 0.33% -2,652 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,522 $710K 0.18% -5,384 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,500 $705K 0.02% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,347 $674K <0.01% -457 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,314 $668K 0.23% new 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,306 $666K 0.04% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 3,306 $665K <0.01% -6,619 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,284 $662K 0.14% +1,954 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,164 $637K 0.01% new 13F-HR Timeline Cannon Global Investment Management, LLC More: the full row for Cannon Global Investment Management, LLC 3,100 $625K 1.55% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,925 $589K <0.01% +2,438 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,863 $577K <0.01% new 13F-HR Timeline Group Orchard Capital Management, LLC More: the full row for Orchard Capital Management, LLC 2,859 $576K 0.23% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 2,847 $574K 0.01% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 2,806 $565K 0.38% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,800 $564K 0.11% +1,600 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 2,783 $561K 0.11% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,692 $542K <0.01% -60 13F-HR Timeline Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 2,687 $541K <0.01% 13F-HR Timeline Group OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 2,600 $524K <0.01% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,585 $521K 0.52% 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 2,560 $516K <0.01% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,431 $490K <0.01% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,391 $481K 0.02% new 13F-HR Timeline Group PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 2,318 $467K <0.01% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,141 $431K 0.07% +34 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,137 $431K 0.02% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 2,099 $423K 0.01% new 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,094 $422K <0.01% new 13F-HR Timeline Group MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 2,079 $419K 0.03% 0 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 2,030 $409K <0.01% new 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,658 $406K 0.12% -343 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,014 $406K 0.06% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,935 $390K <0.01% +462 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 1,867 $376K 0.02% new 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,835 $370K <0.01% -2,531 13F-HR Timeline Group Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 1,605 $341K 0.08% new 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 1,672 $337K new Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,640 $330K 0.04% new 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,581 $319K <0.01% new 13F-HR/A Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,548 $312K <0.01% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,542 $311K <0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,528 $308K <0.01% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 1,470 $296K 0.01% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,370 $276K 0.02% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,367 $275K <0.01% +735 13F-HR/A Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,351 $272K 0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,284 $259K 0.01% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,275 $257K 0.02% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,261 $254K 0.01% +61 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,250 $252K 0.14% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,232 $248K 0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,193 $240K 0.05% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,170 $236K 0.23% new 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 1,130 $228K 0.01% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,100 $222K 0.03% -5 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,018 $205K 0.01% -17,211 13F-HR Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,008 $203K 0.06% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,001 $202K 0.03% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,000 $201K 0.05% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 996 $201K <0.01% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 813 $164K 0.01% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 752 $152K <0.01% new 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 710 $143K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 551 $111K 0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 517 $104K <0.01% +510 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 452 $91.1K <0.01% +371 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 416 $84K <0.01% +200 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 361 $72.7K <0.01% +261 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 293 $59K 0.04% -2 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 263 $53K 0.03% 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 246 $49.6K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 184 $46K <0.01% +116 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 206 $41.5K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 195 $39.3K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 185 $37.3K <0.01% new 13F-HR Timeline Group OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 172 $34.7K 0.01% +111 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 140 $28.2K 0.03% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 132 $26.6K <0.01% +8 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 115 $23.2K <0.01% new 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 107 $22K <0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 92 $19K <0.01% -47,094 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 90 $18.1K <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 83 $16.7K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 62 $12.5K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 61 $12.3K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 55 $12.2K <0.01% +10 13F-HR Timeline Group Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 55 $11.1K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 50 $10.1K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 49 $9.87K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 39 $7.86K <0.01% -24 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 32 $6.45K <0.01% -168 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 31 $6.25K <0.01% new 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 30 $6.04K <0.01% +15 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 30 $6.04K <0.01% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 27 $5.74K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 28 $5.64K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 28 $5.64K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 25 $5.04K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 18 $3.63K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 15 $3.02K <0.01% +4 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 14 $2.94K 0.27% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 13 $2.88K <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6 $1.21K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5 $1.01K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5 $1.01K <0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5 $1.01K <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.