State of Wyoming More: the full row for State of Wyoming 2,130 $906K 0.09% -652 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 2,095 $890K <0.01% -2,952 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,065 $878K 0.01% -4,477 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,063 $878K <0.01% +679 13F-HR Timeline Group PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 2,047 $871K 0.01% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,000 $851K 0.01% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,990 $847K 0.05% -166 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,974 $840K 0.05% +1,088 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,942 $826K 0.02% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,941 $826K <0.01% new 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,923 $818K 0.04% +476 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,923 $818K <0.01% +7 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,907 $811K 0.08% +557 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,901 $809K 0.01% -162 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,899 $808K <0.01% +152 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,848 $786K 0.1% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,845 $785K <0.01% -260 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,843 $784K <0.01% -47 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,972 $783K 0.02% -14 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,802 $767K 0.1% -326 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 1,800 $766K 0.22% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,798 $765K 0.62% new 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 1,797 $765K 0.16% new 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 1,781 $758K 0.03% +50 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 1,748 $744K <0.01% 13F-HR/A Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 1,746 $743K 0.01% +3 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,744 $742K 0.1% +8 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,741 $741K 0.02% +81 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,729 $736K 0.01% +187 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,657 $705K 0.03% -298 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,656 $705K 0.29% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,651 $702K 0.01% +26 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,648 $701K 0.01% +800 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,638 $697K 0.01% -82 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 1,575 $670K 0.31% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,574 $670K 0.22% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,531 $651K 0.01% +23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,528 $650K 0.11% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,523 $648K 0.04% +29 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 1,511 $643K 0.01% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,492 $635K 0.19% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,486 $632K 0.01% +574 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,438 $612K 0.01% +393 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,412 $601K 0.01% +90 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,402 $597K <0.01% -21,985 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,378 $586K 0.01% -33 13F-HR Timeline Group Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,373 $584K 0.03% 0 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 1,353 $576K 0.32% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,353 $576K 0.02% -137 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,347 $573K <0.01% +227 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,338 $569K 0.02% -637 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,320 $562K 0.05% +146 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,312 $558K 0.02% +495 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,302 $554K 0.03% +200 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,298 $552K 0.15% +379 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,286 $547K 0.01% +157 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,279 $544K 0.12% 0 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 1,274 $542K <0.01% +220 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,264 $538K 0.02% -2 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,261 $536K 0.08% -1,105 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 1,250 $532K 0.35% -11 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,246 $530K 0.01% new 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 1,301 $529K 0.01% +26 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,238 $527K 0.03% -280 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,236 $526K <0.01% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,208 $514K 0.01% +543 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,207 $514K 0.01% 0 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 1,204 $512K 0.38% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,203 $512K 0.01% new 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 1,202 $511K 0.06% +1 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,190 $506K 0.01% +105 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,189 $506K 0.01% -31 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,189 $506K 0.03% -309 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,187 $505K 0.01% +550 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,159 $493K 0.02% +300 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,154 $491K 0.01% -3 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,147 $487K <0.01% +31 13F-HR Timeline Group Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 1,135 $483K 0.24% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,169 $472K 0.01% -125 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,097 $467K 0.01% -3 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,080 $459K 0.01% +51 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,075 $457K 0.02% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,074 $457K 0.01% -40 13F-HR Timeline Group Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 1,072 $456K 0.41% -620 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,059 $451K 0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,052 $448K 0.01% +194 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,034 $440K <0.01% +122 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,028 $438K 0.01% -27 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,019 $434K 0.08% -1,473 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,006 $428K <0.01% new 13F-HR Timeline Group Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 1,004 $427K -1,066 Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,000 $425K 0.01% -1,379 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,000 $425K 0.02% -200 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,000 $425K 0.03% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 999 $425K 0.05% +20 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 992 $422K <0.01% +17 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 984 $419K 0.1% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 984 $419K 0.09% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 982 $418K <0.01% -183 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 975 $415K 0.09% +2 13F-HR Timeline Quarry LP More: the full row for Quarry LP 971 $413K 0.07% +315 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 963 $410K 0.09% +30 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 962 $409K 0.03% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 958 $408K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 943 $401K 0.01% -197 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 933 $397K 0.03% 0 13F-HR Timeline Group OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 931 $396K 0.14% -3 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 931 $396K 0.09% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 918 $391K 0.02% -543 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 912 $388K 0.1% -334 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 895 $381K <0.01% -6,312 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 892 $379K 0.03% +411 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 885 $377K 0.31% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 877 $373K 0.07% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 834 $355K 0.12% +55 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 832 $354K 0.05% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 830 $353K <0.01% +55 13F-HR/A Timeline Wealthquest Corp More: the full row for Wealthquest Corp 828 $352K 0.02% -1 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 828 $352K <0.01% +31 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 824 $351K 0.05% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 805 $342K <0.01% -8 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 805 $342K 0.05% -95 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 805 $342K 0.09% -1,358 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 804 $342K 0.02% +101 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 800 $340K 0.06% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 789 $336K 0.01% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 778 $331K -2 Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 776 $330K 0.03% +23 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 776 $329K <0.01% -239 13F-HR Timeline ANB BANK More: the full row for ANB BANK 771 $328K 0.12% -25 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 765 $325K 0.08% +45 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 763 $325K <0.01% -159 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 762 $324K 0.03% -50 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 760 $323K 0.05% +60 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 759 $323K 0.02% -45 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 759 $323K 0.03% +83 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,312 $321K 0.08% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 750 $319K 0.16% new 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 750 $319K 0.29% 0 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 742 $316K 0.26% 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 740 $315K 0.06% -290 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 736 $313K 0.02% -6,052 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 728 $310K <0.01% +9 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 726 $309K <0.01% -55 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 723 $308K 0.01% +9 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 722 $307K <0.01% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 712 $303K <0.01% -172 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 700 $298K 0.07% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 697 $297K <0.01% -247 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 689 $293K 0.05% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 685 $291K 0.01% new 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 672 $286K 0.01% -43 13F-HR/A Timeline Essential Partners LLC More: the full row for Essential Partners LLC 672 $286K 0.13% +25 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 659 $280K 0.01% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 650 $277K 0.14% +50 13F-HR Timeline 111 Capital More: the full row for 111 Capital 640 $272K 0.05% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 624 $266K 0.05% -50 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 624 $265K 0.04% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 618 $263K 0.01% new 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 617 $262K 0.13% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 617 $262K 0.01% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 616 $262K <0.01% +56 13F-HR/A Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 606 $258K 0.05% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 606 $258K 0.01% -967 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 600 $255K 0.11% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 599 $255K 0.02% new 13F-HR Timeline Group Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 597 $254K 0.21% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 591 $251K <0.01% +15 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 590 $251K 0.02% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 584 $248K 0.02% -1 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 580 $247K <0.01% 0 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 579 $246K 0.05% 0 13F-HR/A Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 572 $244K 0.03% 0 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 569 $242K <0.01% +18 13F-HR Timeline Group VARCOV Co. More: the full row for VARCOV Co. 567 $241K 0.09% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 563 $239K <0.01% 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 550 $234K 0.04% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 541 $230K 0.01% new 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 540 $230K 0.06% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 533 $227K 0.02% -398 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 531 $226K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 528 $225K <0.01% -4 13F-HR Timeline Group Broderick Brian C More: the full row for Broderick Brian C 525 $223K 0.03% -50 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 519 $221K 0.04% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 515 $219K <0.01% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 511 $218K 0.02% -165 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 511 $217K 0.04% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 509 $217K 0.06% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 505 $215K 0.02% -263 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 504 $214K <0.01% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 501 $213K 0.01% -302 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 500 $212K 0.05% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 497 $211K 0.09% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 496 $211K 0.03% new 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 494 $210K 0.01% new 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 491 $209K 0.03% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 486 $207K 0.02% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 480 $204K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 478 $202K 0.01% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 472 $201K <0.01% 0 13F-HR Timeline