JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,116 $439K <0.01% +287 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 2,079 $435K 0.02% +3 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,061 $431K 0.04% +252 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,053 $430K <0.01% -104 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,049 $429K 0.01% +35 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,024 $424K 0.01% +21 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,000 $419K 0.01% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,983 $415K 0.06% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,979 $414K 0.03% 0 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,962 $411K 0.03% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,960 $411K <0.01% -89 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,904 $408K 0.01% -49 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,914 $401K 0.1% -13 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,895 $397K 0.01% -1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,893 $396K 0.06% +56 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,891 $396K 0.03% +216 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,878 $393K 0.06% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,860 $389K 0.23% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,855 $388K 0.01% +221 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 1,854 $388K 0.11% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,853 $388K 0.02% +40 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,837 $385K +162 Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,814 $380K <0.01% -4,315 13F-HR Timeline Group Gifford Fong Associates More: the full row for Gifford Fong Associates 1,806 $378K 0.09% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,791 $375K 0.01% +165 13F-HR/A Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,781 $373K +395 Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,750 $366K -99 Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,722 $360K 0.01% +541 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,716 $359K 0.01% +485 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,703 $357K 0.01% +437 13F-HR/A Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,702 $356K 0.04% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,702 $356K <0.01% +280 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,692 $354K 0.06% -24 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,679 $351K 0.01% +80 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,675 $351K 0.05% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,673 $350K 0.01% +354 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,671 $350K 0.07% +438 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,651 $346K 0.01% -22 13F-HR Timeline Group Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 1,650 $345K 0.28% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,644 $344K 0.02% -88 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,632 $342K 0.19% -378 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,623 $340K 0.05% +55 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,600 $335K 0.03% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,598 $334K <0.01% -43 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,594 $334K 0.01% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,586 $332K 0.02% -255 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,554 $325K 0.03% +86 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,541 $322K 0.02% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,537 $322K 0.02% +23 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,530 $320K <0.01% -23,430 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,529 $320K 0.02% +434 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,500 $314K 0.04% -300 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,478 $309K 0.01% +87 13F-HR/A Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,469 $308K 0.02% -15 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,467 $307K 0.03% +5 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 1,467 $307K 0.55% +2 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,429 $299K 0.08% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,423 $298K 0.01% +537 13F-HR Timeline Group ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,421 $297K 0.09% -39 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,416 $296K <0.01% +16 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 1,396 $292K 0.01% -30 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,367 $286K 0.17% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,363 $285K <0.01% -25 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 1,361 $285K 0.03% -351 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,351 $283K 0.03% -29 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,346 $282K 0.03% -309 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,332 $279K 0.12% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,326 $278K 0.04% -92 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,317 $276K 0.02% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,293 $271K 0.01% 0 13F-HR/A Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,288 $270K 0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,287 $269K 0.01% +42 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,282 $268K 0.01% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,274 $267K 0.11% 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,267 $265K 0.03% -2,799 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,256 $263K 0.02% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,249 $262K 0.01% -338 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,246 $261K 0.03% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,233 $258K 0.01% new 13F-HR Timeline Tairen Capital Ltd More: the full row for Tairen Capital Ltd 1,230 $258K 0.03% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,225 $256K <0.01% -75 13F-HR Timeline Group Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,225 $256K 0.04% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,224 $256K <0.01% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,195 $256K 0.18% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,215 $254K 0.01% +150 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,214 $254K 0.16% -8 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,196 $250K 0.05% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,195 $250K 0.36% new 13F-HR Timeline Kerrisdale Advisers, LLC More: the full row for Kerrisdale Advisers, LLC 1,190 $249K 0.13% -22,320 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,186 $248K 0.01% +51 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,184 $248K 0.01% -123 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,175 $246K 0.07% +26 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,173 $246K 0.03% new 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,169 $245K 0.06% -400 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,168 $245K <0.01% -1,425 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,160 $243K 0.04% -3 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,150 $241K 0.01% +13 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,147 $240K 0.05% -819 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,145 $240K 0.03% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,143 $239K 0.01% -135 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 1,138 $238K 0.06% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,137 $238K 0.39% -227 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,135 $238K 0.04% -39 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,130 $237K 0.11% -37 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,126 $236K 0.02% new 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,125 $236K 0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,116 $234K 0.02% new 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 1,113 $233K 0.2% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,111 $233K 0.02% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,106 $232K 0.21% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,100 $230K 0.03% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,098 $230K 0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,093 $229K 0.08% -46 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,087 $228K <0.01% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,077 $226K 0.01% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,076 $225K <0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,074 $225K 0.01% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,074 $225K 0.02% new 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 1,074 $225K 0.03% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,073 $225K 0.07% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,072 $224K 0.03% new 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 1,068 $224K 0.21% new 13F-HR Timeline Group PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 1,068 $224K 0.06% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,061 $222K <0.01% new 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,061 $222K 0.05% -135 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,060 $222K 0.03% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,055 $221K 0.11% -8,516 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,045 $219K 0.1% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,043 $218K <0.01% -344 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,038 $217K 0.02% -124 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,028 $215K 0.02% new 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,023 $214K 0.05% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,018 $213K 0.05% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,009 $211K 0.02% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,007 $211K 0.03% +438 13F-HR/A Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,006 $211K <0.01% +31 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,006 $211K <0.01% new 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,000 $209K 0.01% new 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 1,000 $209K 0.01% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,000 $209K 0.01% new 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,000 $209K 0.07% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 728 $209K 0.01% -196 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 993 $208K 0.03% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 990 $207K 0.04% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 978 $205K 0.05% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,127 $204K 0.15% new 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 965 $202K 0.01% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 962 $201K 0.01% -254 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 959 $201K <0.01% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 960 $201K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 933 $195K <0.01% +84 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 927 $194K 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 901 $189K <0.01% +34 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 862 $181K 0.01% +17 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 815 $171K <0.01% -62 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 797 $167K 0.02% +54 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 780 $163K 0.04% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 771 $161K <0.01% +141 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 748 $157K 0.02% +55 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 700 $147K 0.02% -212 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 697 $146K 0.1% -15 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 691 $145K <0.01% -2,376 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 646 $135K <0.01% +7 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 626 $131K 0.04% -65 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 605 $127K 0.01% -22 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 604 $126K 0.01% +155 13F-HR Timeline Group GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 600 $126K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 574 $120K 0.07% +20 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 550 $115K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 525 $110K 0.01% +3 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 516 $109K 0.06% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 512 $107K 0.02% +105 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 503 $105K <0.01% new 13F-HR/A Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 493 $103K 0.1% +218 13F-HR/A Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 568 $101K <0.01% +192 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 480 $100K 0.01% -11 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 470 $98.4K 0.03% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 457 $95.5K <0.01% -13 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 454 $95K <0.01% +15 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 431 $90.2K 0.02% -26 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 430 $89K <0.01% -200 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 395 $82.7K 0.02% +293 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 391 $82K 0.06% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 382 $80K 0.03% +45 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 362 $75.8K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 358 $74.9K <0.01% +65 13F-HR/A Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 347 $72.6K <0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 339 $71K <0.01% +152 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 339 $71K <0.01% +31 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 328 $69K <0.01% +1 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 309 $64.7K <0.01% +73 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 305 $63.8K <0.01% -22 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 290 $60.7K 0.01% -6 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 285 $60K <0.01% +46 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 262 $54.9K <0.01% +7 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 254 $53.2K 0.03% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 250 $52.3K 0.02% +50 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 240 $50.2K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 239 $50K 0.15% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 239 $50K 0.1% 0 13F-HR Timeline