Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 1,218,400 $11.4M 2.64% +20 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 916,136 $8.55M <0.01% +1,437 13F-HR Timeline Group VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 753,228 $7.03M <0.01% +3,651 13F-HR Timeline Group Fourthstone LLC More: the full row for Fourthstone LLC 555,820 $5.19M 0.93% +58,320 13F-HR Timeline BANC FUNDS CO LLC More: the full row for BANC FUNDS CO LLC 536,316 $5M 0.87% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 512,105 $4.78M <0.01% -3,426 13F-HR Timeline Group GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 328,219 $3.06M <0.01% +1,151 13F-HR Timeline Group BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 150,020 $1.4M 0.03% +6,579 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 132,311 $1.23M <0.01% +7,322 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 100,506 $938K 0.03% +6,000 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 98,942 $923K <0.01% -3,281 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 84,805 $791K <0.01% 0 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 78,248 $730K <0.01% -13,800 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 64,120 $598K 0.01% +6,579 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 53,184 $496K <0.01% +312 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 51,250 $478K <0.01% -9,206 13F-HR/A Timeline Group Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 50,444 $471K 0.18% -1,112 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 41,387 $386K <0.01% +16,313 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 40,451 $377K <0.01% 0 13F-HR Timeline Group KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 37,851 $353K <0.01% +519 13F-HR Timeline Group Planning Center, Inc. More: the full row for Planning Center, Inc. 36,025 $336K 0.04% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 33,900 $316K <0.01% -16,885 13F-HR/A Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 33,560 $313K <0.01% +1,665 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 28,710 $268K <0.01% +13,741 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,262 $254K <0.01% -78,209 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 25,917 $242K <0.01% +167 13F-HR Timeline Group Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 24,686 $230K <0.01% 0 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 23,000 $215K <0.01% 0 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 22,386 $209K <0.01% +2,425 13F-HR Timeline Group Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 18,248 $170K 0.03% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 14,391 $134K <0.01% -2,878 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 12,770 $119K <0.01% -1,040 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12,373 $115K <0.01% -1,028 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 11,845 $111K <0.01% new 13F-HR Timeline Group Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 11,000 $103K 0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 10,616 $99K <0.01% +1,730 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 10,125 $94.5K <0.01% +3,465 13F-HR/A Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 10,065 $93.9K 0.04% 0 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 9,100 $84.9K <0.01% -2,900 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 6,474 $60.4K <0.01% -1,091 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 4,982 $46.5K <0.01% +1,580 13F-HR Timeline Group LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 4,900 $46K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,928 $46K <0.01% -752 13F-HR Timeline Group SALZHAUER MICHAEL in group SALZHAUER MICHAEL More: the full row for SALZHAUER MICHAEL 27,985 $38.9K 0.02% +9,804 13F-HR Timeline Group KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 3,431 $32.9K 0.05% 13F-HR/A Timeline Police & Firemen's Retirement System of… More: the full row for Police & Firemen's Retirement System of New Jersey 3,327 $31K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,414 $13.2K <0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,316 $12.3K <0.01% +1,313 13F-HR Timeline Group Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 1,247 $11.6K <0.01% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,147 $10.7K <0.01% new 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 955 $8.91K <0.01% +581 13F-HR Timeline CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 865 $8.07K <0.01% +1 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 473 $4K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 327 $3K <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 161 $1.5K <0.01% -4,486 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 156 $953 <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 101 $942 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 81 $756 <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 14 $131 <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 13 $121 <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 10 $94 <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8 $75 <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7 $65 <0.01% new 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3 $28 <0.01% -2 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 24 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.