OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,012 $1.19M 0.1% +375 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 4,010 $1.19M 0.5% -29 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,000 $1.18M 0.35% 0 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 4,000 $1.18M 0.08% new 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,972 $1.17M 0.32% +150 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,963 $1.17M 0.01% -1,448 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,952 $1.17M 0.01% +488 13F-HR/A Timeline Graypoint LLC More: the full row for Graypoint LLC 3,937 $1.16M 0.07% +119 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,890 $1.15M 0.13% -90 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 3,878 $1.15M <0.01% -51,033 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,868 $1.14M 0.12% +52 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,834 $1.13M 0.02% -41 13F-HR Timeline PGGM Investments More: the full row for PGGM Investments 3,826 $1.13M 0.02% 0 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,722 $1.1M 0.04% +268 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,691 $1.09M 0.06% +803 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 3,676 $1.09M 0.96% 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,597 $1.08M 0.05% -535 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,657 $1.08M 0.02% +376 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,655 $1.08M 0.18% -2 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,652 $1.08M 0.02% +933 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,602 $1.06M 0.07% -73 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,579 $1.06M 0.14% -153 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,528 $1.06M 0.06% +209 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 3,577 $1.06M 0.93% -41 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 3,574 $1.06M 0.67% +208 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,560 $1.05M 0.24% -66 13F-HR/A Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 3,559 $1.05M 0.03% +47 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,515 $1.04M 0.08% 0 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,509 $1.04M 0.09% +159 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,456 $1.02M 0.03% +467 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,574 $1.02M 0.05% +128 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,413 $1.01M 0.39% +21 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,411 $1.01M 0.11% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,401 $1.01M 0.01% +176 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,384 $1M 0.09% +35 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,358 $999K 0.1% +944 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,377 $998K 0.03% +42 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,458 $992K 0.69% +1,194 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,343 $988K 0.1% -367 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,340 $987K <0.01% +1,898 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,281 $970K 0.03% -741 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,275 $968K 0.03% -1 13F-HR Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,250 $961K 0.61% +1,460 13F-HR Timeline STF Management LP More: the full row for STF Management LP 3,242 $958K 0.43% +86 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,241 $958K 0.04% +75 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 3,186 $942K 0.76% -584 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 3,184 $941K 0.57% -120 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,174 $938K 0.12% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,150 $931K 0.02% +97 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,584 $930K 0.31% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,128 $925K 0.02% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,118 $922K 0.06% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,103 $917K 0.01% +204 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,089 $913K 0.26% -70 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 3,074 $909K 0.58% -729 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 3,071 $908K new Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 3,052 $902K 0.36% -154 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,052 $902K 0.04% -15 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,051 $902K 0.02% -2,684 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,045 $900K 0.16% +42 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,021 $893K 0.02% -107 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,000 $887K 0.04% 0 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,967 $877K 0.16% 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 2,961 $875K 0.12% -10 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,947 $871K 0.07% +30 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 2,938 $868K 0.49% -139 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,914 $861K 0.05% +651 13F-HR Timeline Group Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 2,912 $861K 0.72% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,890 $854K 0.03% +1,227 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,884 $852K 0.07% -455 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 2,875 $850K 0.08% -20 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,921 $847K 0.02% +129 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,858 $845K 0.07% +1,679 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,853 $843K 0.02% +535 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 2,784 $823K 0.04% -2 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 2,778 $821K 0.47% +820 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,774 $820K 0.24% -14 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,771 $819K 0.72% +101 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,770 $819K 0.03% +333 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,765 $817K 0.02% -19 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,760 $816K 0.37% -51 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,730 $812K 0.02% +1,300 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,746 $812K 0.01% -141 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,720 $804K 0.03% +23 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,715 $802K 0.02% +60 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,705 $800K 0.02% +127 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,699 $798K 0.01% +612 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,686 $794K 0.12% 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 2,678 $792K <0.01% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,664 $787K 0.2% -312 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,663 $787K 0.15% -137 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,656 $785K 0.04% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,645 $782K 0.07% +181 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,636 $779K 0.04% -33 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,619 $774K 0.03% -833 13F-HR/A Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,607 $771K 0.02% +446 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,607 $771K 0.02% -12 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 2,599 $768K 0.03% -868 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,591 $766K 0.04% +175 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,571 $760K 0.01% -383 13F-HR Timeline Group Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,547 $758K 0.3% -1,550 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 2,594 $757K 0.02% 13F-HR Timeline Group J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 2,550 $754K 0.19% -140 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,532 $748K 0.03% +399 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,521 $745K 0.04% +117 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,510 $742K 0.06% +18 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,505 $740K 0.06% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,499 $739K 0.06% +212 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,452 $725K 0.02% -297 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,449 $724K 0.04% -1,047 13F-HR/A Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,434 $719K 0.05% 0 13F-HR Timeline Group BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 2,397 $708K 0.02% -4,951 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 2,389 $706K 0.08% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,376 $702K 0.03% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 2,374 $702K 0.33% -33 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2,364 $699K <0.01% -1,761 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,301 $680K 0.09% +129 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,296 $678K 0.01% +217 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,295 $678K 0.04% +14 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,293 $678K 0.02% +4 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,290 $677K 0.03% +1,016 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,284 $675K 0.44% +172 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 2,236 $660K 0.07% -24 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,227 $658K 0.05% -259 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,206 $652K 0.11% -40 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,200 $650K 0.16% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,179 $644K 0.03% +102 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,158 $638K 0.04% +233 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,146 $634K 0.33% -466 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,146 $634K 0.01% -55 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 2,140 $633K 0.05% 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,133 $630K 0.01% +600 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,106 $625K 0.02% -50 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 2,085 $616K 0.57% -3,953 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 2,081 $615K 0.03% +213 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,063 $610K 0.16% +1,082 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 2,062 $609K 0.1% +67 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,050 $606K 0.03% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,047 $605K 0.06% +26 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 2,037 $602K 0.51% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,025 $599K 0.02% +7 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,009 $594K 0.03% -83 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,997 $590K 0.21% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,996 $590K <0.01% -721 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 1,983 $586K 0.01% -3,017 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,982 $586K 0.02% -320 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,971 $583K 0.04% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,952 $577K 0.07% -757 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,938 $573K 0.01% -173 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,935 $572K 0.04% +116 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,921 $568K 0.04% +8 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,921 $568K 0.07% +168 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 1,909 $564K 0.01% -70 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,864 $551K 0.04% +35 13F-HR/A Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 1,858 $549K 0.02% +460 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 1,857 $549K 0.03% +5 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,821 $538K 0.04% -61 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,806 $534K 0.31% -67 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,774 $524K 0.1% -20 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,759 $524K 0.01% +468 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,766 $522K 0.02% -189 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,751 $518K 0.07% -1,514 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,750 $517K 0.04% +6 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1,749 $517K 0.31% 13F-HR Timeline Group True Vision MN LLC More: the full row for True Vision MN LLC 1,742 $515K 0.31% +4 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,738 $514K <0.01% +364 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,731 $512K 0.01% +246 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,730 $511K 0.06% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,728 $511K 0.01% +790 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,723 $509K 0.01% 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 1,721 $509K 0.07% -889 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,714 $507K 0.01% -1,458 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,710 $505K 0.07% +153 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,702 $503K 0.1% +98 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 1,690 $500K 0.08% 0 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,662 $497K <0.01% -101 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,675 $495K 0.04% -310 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,674 $495K 0.04% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,674 $495K 0.11% -24 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,674 $495K 0.01% -513 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,668 $493K <0.01% -53 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,666 $492K 0.07% -1,092 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,780 $490K 0.34% -54 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,648 $487K 0.23% -50 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,644 $486K -73 Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,633 $483K 0.06% +19 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,631 $482K 0.01% 0 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,626 $481K 0.12% -24 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,620 $479K 0.02% 13F-HR Timeline Group PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,620 $479K 0.23% -183 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,561 $478K 0.05% -221 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,614 $477K 0.02% +93 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 1,600 $473K 0.48% 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 1,579 $467K 0.37% 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,578 $466K 0.13% +62 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 1,569 $464K 0.34% 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,556 $460K 0.03% +90 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,552 $459K <0.01% 0 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,548 $458K 0.15% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,551 $457K 0.01% +527 13F-HR Timeline Group