Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,052 $474K 0.16% -19 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 1,050 $474K 0.01% -770 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,042 $470K 0.05% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,019 $460K 0.03% -34 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 1,013 $457K 0.01% -950 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,009 $455K 0.02% -67 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,004 $453K 0.04% 0 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 1,003 $452K 0.02% -125 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 1,000 $451K 0.27% 0 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 996 $449K 0.26% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 985 $444K <0.01% -69 13F-HR Timeline Group RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 981 $442K 0.02% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 965 $435K 0.02% +38 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 960 $433K 0.01% -449 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 955 $431K 0.01% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 912 $428K 0.01% -74 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 945 $426K 0.01% -3 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 915 $413K <0.01% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 914 $412K 0.01% -9,314 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 913 $412K <0.01% +85 13F-HR Timeline Group Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 909 $410K 0.06% -158 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 901 $406K 0.03% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 886 $400K 0.02% -5 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 886 $399K 0.01% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 885 $399K 0.02% +38 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 868 $399K 0.02% -9 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 881 $397K 0.02% 0 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 881 $397K 0.08% -649 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 879 $396K 0.01% -202 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 872 $393K 0.01% -79 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 862 $389K 0.02% +2 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 844 $381K 0.01% +1 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 838 $378K 0.03% -61 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 835 $377K 0.01% -56 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 833 $376K 0.06% +182 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 833 $376K 0.01% +71 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 824 $372K 0.01% -300 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 824 $372K <0.01% new 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 823 $371K 0.01% -500 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 822 $371K 0.01% -439 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 821 $370K 0.02% -798 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 820 $370K 0.01% -850 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 815 $368K 0.02% -77 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 807 $364K 0.01% +55 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 806 $363K 0.04% -1 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 707 $363K 0.12% -249 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 802 $362K 0.08% 0 13F-HR Timeline Group First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 800 $361K 0.12% new 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 800 $361K 0.12% new 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 798 $360K 0.07% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 797 $359K <0.01% -3,223 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 796 $359K 0.18% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 764 $358K 0.03% -808 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 793 $358K <0.01% -981 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 788 $355K 0.05% 0 13F-HR Timeline COOPER CREEK PARTNERS MANAGEMENT LLC More: the full row for COOPER CREEK PARTNERS MANAGEMENT LLC 782 $353K 0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 775 $350K <0.01% +7 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 774 $349K <0.01% +8 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 772 $348K 0.02% -108 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 745 $336K 0.02% -22 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 743 $335K <0.01% +21 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 738 $333K 0.02% -14 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 737 $333K <0.01% -130 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 727 $328K 0.01% -50 13F-HR/A Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 719 $324K 0.02% -482 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 716 $323K 0.15% +147 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 715 $322K 0.02% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 714 $322K <0.01% +276 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 712 $321K 0.18% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 709 $320K 0.02% 0 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 707 $319K 0.01% -73 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 703 $317K 0.01% -173 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 696 $314K 0.06% -121 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 687 $310K <0.01% -81 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 687 $310K <0.01% +2 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 686 $309K 0.02% -77 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 680 $307K 0.1% +10 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 670 $302K <0.01% +6 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 670 $302K 0.03% -20 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 666 $300K 0.01% +113 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 663 $299K 0.26% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 661 $298K 0.04% -218 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 659 $297K 0.01% -111 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 656 $296K 0.01% -153 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 654 $295K 0.01% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 653 $294K 0.11% -67 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 645 $291K 0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 642 $290K <0.01% -15 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 640 $289K 0.2% new 13F-HR Timeline Group Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 638 $288K 0.05% -90 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 628 $283K 0.01% +20 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 624 $281K 0.02% -16 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 595 $279K 0.05% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 604 $272K 0.01% -517 13F-HR Timeline Group Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 601 $271K <0.01% -280 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 600 $271K 0.04% -102 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 599 $270K <0.01% -177 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 596 $269K 0.01% -139 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 595 $268K 0.04% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 592 $267K 0.04% -134 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 589 $266K <0.01% +10 13F-HR Timeline Group Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 571 $263K 0.12% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 582 $263K 0.03% +82 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 580 $262K 0.04% -107 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 578 $261K 0.01% -9 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 573 $258K 0.03% 0 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 568 $256K <0.01% -3,203 13F-HR Timeline Group Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 567 $256K 0.21% +48 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 565 $255K <0.01% -24,938 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 564 $254K <0.01% +83 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 559 $252K <0.01% new 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 550 $248K <0.01% -107 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 549 $248K 0.05% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 548 $247K <0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 546 $246K <0.01% -298 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 538 $243K 0.01% +57 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 533 $240K 0.03% +154 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 531 $239K 0.02% -6 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) 531 $239K 0.01% +91 13F-HR Timeline Group Paladin Partners, LLC More: the full row for Paladin Partners, LLC 530 $239K 0.16% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 529 $239K -2,007 Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 456 $238K <0.01% -951 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 526 $237K 0.01% -170 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 522 $235K 0.01% -30 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 521 $235K 0.01% -88 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 519 $234K <0.01% 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 515 $232K <0.01% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 512 $231K 0.02% +106 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 426 $230K <0.01% +1 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 508 $229K 0.01% 0 13F-HR Timeline FRONTIER CAPITAL MANAGEMENT CO LLC More: the full row for FRONTIER CAPITAL MANAGEMENT CO LLC 508 $229K <0.01% +11 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 506 $228K 0.06% -204 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 502 $227K 0.01% -54 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 492 $226K 0.01% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 501 $226K 0.03% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 500 $225K 0.04% +1 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 499 $225K <0.01% -5 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 498 $225K 0.01% -27 13F-HR/A Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 493 $222K 0.01% -104 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 491 $221K 0.07% -11 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 488 $220K <0.01% -93 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 488 $220K <0.01% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 487 $220K 0.02% -59 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 484 $218K 0.02% +58 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 481 $217K 0.01% new 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 480 $216K 0.01% +130 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 479 $216K <0.01% -87 13F-HR Timeline Group CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 479 $216K <0.01% -547 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 476 $214K 0.01% -2,825 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 474 $214K 0.01% +4 13F-HR/A Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 474 $214K 0.17% -10 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 472 $214K <0.01% -13 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 473 $213K 0.01% -1,088 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 473 $213K <0.01% -686 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 469 $212K <0.01% -130 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 468 $211K <0.01% +45 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 464 $209K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 462 $209K 0.01% +94 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 460 $207K 0.01% -64 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 459 $207K 0.04% -33 13F-HR/A Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 456 $206K 0.04% -2 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 448 $202K 0.01% +237 13F-HR Timeline CX Institutional More: the full row for CX Institutional 413 $186K 0.01% +9 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 406 $183K 0.11% -1 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 400 $180K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 358 $161K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 346 $156K 0.07% -1,824 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 340 $153K 0.05% +100 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 337 $152K 0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 291 $131K 0.04% +3 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 273 $123K 0.02% -78 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 271 $122K <0.01% -96 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 270 $122K <0.01% +69 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 257 $116K 0.03% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 256 $115K <0.01% -108 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 254 $115K 0.09% -100 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 251 $113K 0.02% -23 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 247 $111K <0.01% -124 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 245 $110K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 242 $109K 0.03% -38 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 236 $106K <0.01% -7 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 234 $106K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 231 $104K 0.02% -5 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 228 $103K 0.02% new 13F-HR/A Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 226 $102K <0.01% -13,350 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 225 $101K 0.01% -8 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 210 $94.7K 0.04% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 197 $88.8K 0.01% +10 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 189 $85.2K 0.01% -68 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 175 $78.9K <0.01% -186 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 173 $78K <0.01% -80 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caldwell Trust Co More: the full row for Caldwell Trust Co 166 $74.9K 0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 163 $73.5K 0.04% +44 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 160 $72.2K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 155 $69.9K <0.01% -34,008 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 152 $68.5K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 150 $67.6K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 149 $67.2K 0.06% -98 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 145 $65.4K <0.01% +5 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 142 $64K 0.04% 0 13F-HR Timeline