Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 3,910 $620K 0.06% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,878 $615K 0.02% -11 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,871 $613K 0.12% +48 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,841 $609K 0.07% -164 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,839 $609K 0.01% +3,334 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,819 $606K 0.01% +535 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,818 $606K 0.3% -5,181 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 3,806 $604K <0.01% -30,500 13F-HR Timeline Group DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,785 $600K 0.02% new 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 3,759 $596K 0.19% +90 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,721 $590K 0.04% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,719 $590K 0.06% +265 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,714 $589K 0.14% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,673 $583K 0.02% +773 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,663 $581K <0.01% new 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,628 $576K 0.3% +1,499 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 3,622 $575K 0.01% -11,400 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 3,617 $574K 0.04% -497 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,575 $567K 0.4% +50 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,561 $565K 0.01% +257 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3,553 $564K 0.13% +3,500 13F-HR Timeline Group Index Technologies Group LLC More: the full row for Index Technologies Group LLC 3,543 $562K 0.45% -392 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 3,540 $562K 0.02% 0 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 3,522 $559K 0.4% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,521 $559K 0.02% +629 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,516 $558K <0.01% -1,508 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,511 $557K <0.01% -1,290 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 3,500 $555K 0.04% new 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 3,500 $555K 0.22% -550 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 3,481 $552K 0.09% -671 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 3,476 $551K 0.16% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,461 $549K +610 Timeline PIAR LLC More: the full row for PIAR LLC 3,460 $549K 0.34% -7,500 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 3,430 $544K <0.01% 0 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 3,429 $544K 0.09% +1,956 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,421 $543K 0.14% +296 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,382 $536K 0.02% -1 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,374 $535K <0.01% +532 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,366 $534K 0.14% +870 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,365 $534K 0.1% 0 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,354 $532K 0.24% -416 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 3,337 $529K 0.08% -23,344 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,325 $527K 0.08% +905 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,321 $527K 0.12% +33 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,300 $523K 0.05% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,278 $520K -582 Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,230 $512K 0.03% +989 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,228 $512K <0.01% +300 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,227 $512K 0.07% 0 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,209 $509K 0.01% +1,316 13F-HR Timeline Group Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 3,193 $506K 0.13% +13 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,187 $506K 0.01% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,186 $505K 0.03% +16 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,177 $504K 0.11% +397 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,170 $503K 0.02% +1,514 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,168 $502K 0.23% +24 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,144 $499K 0.01% +2,121 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,137 $498K 0.09% +348 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,110 $493K 0.02% -739 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,109 $493K 0.01% -49 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,102 $492K 0.03% -238 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 3,100 $492K 0.42% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,083 $489K 0.37% +1,415 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 3,048 $484K 0.04% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 3,047 $483K <0.01% +2,996 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,037 $482K <0.01% -99,514 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,020 $479K 0.26% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,000 $476K 0.04% new 13F-HR Timeline Group WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 2,990 $474K <0.01% -186 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,981 $473K 0.01% +1,251 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,964 $470K 0.03% +634 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,960 $470K 0.04% +262 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,952 $468K 0.11% +1,478 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,920 $463K <0.01% +38 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,919 $463K 0.05% +43 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 2,900 $460K 0.01% +800 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,881 $457K 0.01% -1,818 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 2,880 $457K 0.48% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,857 $452K 0.11% +732 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 2,847 $452K 0.04% +207 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,846 $451K 0.03% +1,008 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,845 $451K 0.03% 0 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,833 $449K 0.04% -1,141 13F-HR Timeline Recurrent Investment Advisors LLC More: the full row for Recurrent Investment Advisors LLC 2,822 $448K 0.03% 0 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 2,821 $448K 0.43% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 2,809 $446K 0.01% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,808 $445K 0.01% -87 13F-HR/A Timeline SCP Investment, LP More: the full row for SCP Investment, LP 2,800 $444K 0.41% -6,000 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,735 $434K 0.07% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,733 $434K 0.02% -494 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,722 $432K 0.01% -552 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,718 $431K 0.11% -237 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,702 $429K <0.01% -4 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 2,700 $428K 0.09% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,651 $421K 0.06% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,659 $414K 0.01% +104 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,609 $414K 0.02% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,606 $413K 0.04% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,583 $410K 0.1% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,583 $410K 0.01% +299 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,548 $404K 0.06% +1 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,544 $404K 0.06% -14,691 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,539 $403K <0.01% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,526 $401K 0.01% -281 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,517 $399K 0.06% +89 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,512 $398K 0.03% new 13F-HR Timeline JAT Capital Mgmt LP More: the full row for JAT Capital Mgmt LP 2,500 $397K 0.84% new 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 2,471 $392K 0.05% +402 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 2,459 $390K 0.11% -462 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,454 $389K 0.24% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,450 $389K 0.04% -8 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,445 $388K 0.17% +323 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 2,438 $387K <0.01% -54,748 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,501 $383K 0.02% +586 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 2,369 $376K 0.02% +436 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,363 $375K 0.17% +453 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 2,323 $368K 0.31% -70 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,400 $367K 0.08% -80 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,313 $367K 0.02% -552 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,313 $367K 0.03% +742 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 2,306 $366K 0.12% +303 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,304 $365K <0.01% +55 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,291 $363K 0.05% +84 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,290 $363K 0.02% -169 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 2,285 $362K 0.11% -405 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,276 $361K 0.05% -173 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 2,275 $361K 0.01% +851 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,274 $361K <0.01% -143 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,256 $358K <0.01% -8,488 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,249 $357K 0.01% +76 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,232 $354K 0.02% +345 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,339 $353K 0.41% +10 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,220 $352K 0.02% +268 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,219 $352K <0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,212 $351K 0.02% -4 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2,215 $351K 0.15% +231 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,204 $350K <0.01% -1,263 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,200 $349K 0.11% -124 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,185 $347K 0.01% +331 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,180 $346K 0.03% +438 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,180 $346K 0.32% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,171 $344K <0.01% +665 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,141 $340K 0.2% +88 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 2,136 $339K 0.16% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,123 $337K 0.02% +44 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 2,114 $335K 0.25% -14 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,114 $335K 0.02% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,101 $333K 0.01% -12 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,100 $333K 0.01% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,089 $331K 0.2% +221 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2,070 $328K 0.08% +72 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,059 $327K 0.06% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,055 $326K 0.02% +383 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,044 $324K 0.1% +163 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,033 $322K 0.08% -124 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,030 $322K 0.04% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 2,029 $322K 0.06% +577 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,972 $320K 0.02% -3,884 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,014 $320K 0.01% +363 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2,012 $319K 0.01% +22 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,005 $318K 0.03% new 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 2,004 $318K 0.01% new 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,003 $318K <0.01% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,003 $318K 0.02% -107 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2,000 $317K 0.03% new 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 1,999 $317K 0.12% 0 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 1,994 $316K 0.22% -187 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,992 $316K 0.01% -579 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,990 $316K 0.07% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,970 $313K <0.01% new 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,968 $312K <0.01% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,956 $310K 0.03% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,954 $310K 0.03% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,954 $310K 0.02% -42 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,944 $308K <0.01% +71 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,942 $308K 0.01% -642 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,937 $307K <0.01% +593 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 1,937 $307K 0.04% 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,925 $305K 0.05% -6 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,920 $305K 0.04% +114 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,919 $304K 0.03% -2,753 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,913 $303K <0.01% -104 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,909 $303K 0.04% +5 13F-HR Timeline Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 1,908 $303K 0.01% new 13F-HR Timeline Group J2 Capital Management Inc More: the full row for J2 Capital Management Inc 1,902 $302K 0.2% -796 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,900 $301K 0.02% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,890 $300K <0.01% +94 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,884 $299K 0.02% +122 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,883 $299K 0.01% +135 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,875 $297K 0.11% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,864 $296K 0.01% +390 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,840 $292K 0.01% -500 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,822 $289K 0.16% -448 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,812 $287K 0.01% +1,028 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,808 $287K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,808 $287K 0.01% +816 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,805 $286K 0.05% +162 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,802 $286K <0.01% new 13F-HR Timeline Group Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 1,778 $282K 0.13% new 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1,775 $282K 0.12% new 13F-HR Timeline