OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 4,339 $592K 0.29% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,289 $585K 0.01% +537 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,277 $584K <0.01% -750 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,259 $583K 0.04% -159 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,262 $582K 0.01% +1,458 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 4,256 $581K 0.09% 0 13F-HR Timeline Group MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 4,110 $561K 0.25% +1,998 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,081 $557K 0.01% +57 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,071 $556K <0.01% +7 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,015 $548K 0.06% new 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 4,000 $546K 0.28% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,878 $529K 0.03% +2,283 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 3,825 $522K <0.01% -908 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,802 $519K 0.03% +1,801 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 3,800 $519K <0.01% -64 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 3,756 $513K 0.27% +222 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,751 $512K 0.09% -19 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 3,721 $508K <0.01% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 3,712 $507K 0.06% +581 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,671 $501K 0.02% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,635 $496K 0.02% +283 13F-HR/A Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,591 $490K 0.01% +278 13F-HR Timeline Group AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 3,560 $486K 0.09% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,544 $484K 0.01% +965 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,537 $483K 0.01% +1,798 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,526 $481K 0.01% +326 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,525 $481K <0.01% +474 13F-HR Timeline Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 3,500 $478K 0.34% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,496 $477K 0.02% +653 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,484 $475K <0.01% +362 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 3,414 $466K 0.12% 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 3,390 $463K 0.05% -21,332 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,389 $462K 0.1% -759 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,382 $462K <0.01% new 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,286 $448K 0.03% +333 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 3,271 $446K 0.09% +5 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,268 $446K <0.01% +693 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,254 $444K 0.04% +2,441 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,239 $442K 0.05% +1,546 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,007 $441K 0.12% -380 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,206 $438K 0.06% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,195 $436K 0.01% +14 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,195 $436K 0.04% -9 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,185 $435K 0.01% -2,500 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,178 $434K 0.01% -144 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,176 $433K 0.25% -635 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3,147 $429K 0.18% +2,985 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,098 $423K 0.03% +1,388 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,074 $420K 0.03% -26,378 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,048 $416K <0.01% +251 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 3,022 $412K <0.01% 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,006 $410K 0.05% +158 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,005 $410K <0.01% 0 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,002 $410K <0.01% +254 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,000 $409K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,983 $408K 0.09% +251 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,970 $405K <0.01% 0 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,969 $405K 0.12% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,961 $404K 0.07% -39 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 2,961 $404K 0.04% new 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 2,860 $399K 0.01% +1,466 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 2,922 $399K 0.07% -929 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,908 $397K 0.1% -688 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,877 $393K 0.11% +3 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,832 $386K 0.02% -3,062 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,825 $386K <0.01% -804 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,806 $383K 0.06% 0 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 2,803 $383K 0.02% -637 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,790 $381K <0.01% +1,225 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,688 $367K 0.01% +57 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,680 $366K <0.01% +182 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 2,672 $365K <0.01% +745 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,472 $364K 0.03% -40 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,647 $361K 0.01% -11 13F-HR/A Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 2,591 $354K <0.01% -300 13F-HR/A Timeline Group Ethic Inc. More: the full row for Ethic Inc. 2,588 $353K 0.01% -131 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,375 $352K 0.07% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,556 $349K 0.02% +27 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,543 $347K 0.01% +202 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,535 $346K 0.08% +460 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,518 $344K 0.18% -167 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,394 $340K 0.05% -30 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,487 $339K 0.01% -2 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,487 $339K 0.2% +18 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,485 $339K 0.08% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,389 $326K 0.03% -1,589 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 2,374 $324K 0.01% -11 13F-HR Timeline Group AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 2,362 $322K <0.01% -2,003 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,317 $316K <0.01% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,313 $316K 0.06% -4,497 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,311 $315K <0.01% -7 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,290 $313K 0.02% 0 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 2,275 $310K 0.01% new 13F-HR Timeline Group EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 2,359 $308K 0.01% +90 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 2,255 $308K <0.01% -42 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,253 $307K 0.26% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,251 $307K 0.01% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,246 $307K 0.2% -50 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,244 $306K 0.14% +138 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,200 $300K 0.03% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,189 $299K 0.02% -64 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,179 $298K <0.01% -206 13F-HR 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. 2,172 $296K 0.01% -40 13F-HR Timeline Group PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 2,165 $295K 0.13% +491 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,146 $293K 0.01% -468 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,115 $289K 0.08% +587 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,114 $288K 0.09% 0 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,107 $288K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,106 $287K 0.03% -200 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,037 $278K 0.01% +39 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,036 $278K 0.06% +59 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,028 $274K 0.03% 0 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,000 $273K 0.02% -2,000 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,999 $273K <0.01% +112 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,972 $269K 0.01% +304 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,964 $268K <0.01% -13 13F-HR/A Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,961 $268K 0.01% +366 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,954 $267K 0.05% -17 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,952 $266K 0.01% 0 13F-HR Timeline Ruffer LLP More: the full row for Ruffer LLP 1,924 $263K 0.01% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,920 $262K 0.05% -123 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,905 $260K 0.1% +85 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 1,900 $259K <0.01% new 13F-HR Timeline Group Strategic Advisors LLC More: the full row for Strategic Advisors LLC 1,900 $259K 0.04% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,892 $258K 0.02% -1,156 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,880 $257K 0.08% +209 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,864 $254K 0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,847 $252K 0.01% -10,094 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,843 $252K 0.08% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,839 $251K 0.01% 0 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,812 $247K 0.12% -154 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,812 $247K 0.01% new 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,806 $246K 0.04% -192 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,757 $246K 0.02% -260 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,801 $246K 0.01% +95 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,795 $245K <0.01% -26 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,792 $245K 0.02% -22 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,791 $244K 0.02% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,782 $243K <0.01% -215 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,771 $242K <0.01% +80 13F-HR Timeline Group Trajan Wealth LLC More: the full row for Trajan Wealth LLC 1,768 $241K 0.01% -24 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,764 $241K <0.01% -6 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,760 $240K <0.01% -767 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,758 $240K 0.02% +56 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,755 $240K <0.01% -204 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,752 $239K 0.05% -90 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,746 $238K 0.01% -72 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,735 $237K <0.01% -25 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,729 $236K <0.01% new 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,727 $236K 0.04% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,693 $236K 0.06% +3 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,724 $235K 0.01% -232 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,719 $235K 0.06% new 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 1,711 $234K 0.02% -7,752 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 1,700 $232K 0.06% 0 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,693 $231K <0.01% new 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,689 $230K 0.03% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,676 $229K 0.05% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,674 $228K <0.01% +8 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,669 $228K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,668 $228K 0.01% +928 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,632 $223K <0.01% +338 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,626 $222K 0.04% new 13F-HR Timeline Group WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1,617 $221K <0.01% +40 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,600 $218K <0.01% -100 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,600 $218K <0.01% new 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,586 $216K 0.03% new 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,585 $216K 0.03% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,555 $212K 0.05% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,543 $211K 0.01% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,543 $211K 0.06% -2,394 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,514 $207K 0.07% new 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,500 $205K 0.06% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,491 $203K <0.01% -224,509 13F-HR Timeline Group POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,470 $201K 0.16% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,466 $200K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,401 $191K <0.01% +173 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,322 $180K <0.01% +94 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,290 $176K 0.01% -4,028 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,258 $172K 0.05% +34 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,221 $167K <0.01% -212 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,220 $166K 0.17% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,177 $161K 0.06% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 1,171 $159K 0.09% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 1,092 $149K 0.09% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,065 $145K <0.01% +232 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 958 $131K <0.01% +2 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 875 $119K 0.02% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 800 $109K 0.11% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 700 $95.5K <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 902 $95.2K 0.03% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 668 $91.2K <0.01% +266 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 650 $88.7K <0.01% new 13F-HR/A Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 650 $88.7K 0.03% -755 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 640 $87.3K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 600 $81.9K <0.01% -2,500 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 546 $74.6K 0.03% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 532 $72.6K 0.05% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 500 $68.2K 0.06% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 491 $67K 0.02% new 13F-HR Timeline