FCG Investment Co More: the full row for FCG Investment Co 4,704 $1.23M 0.77% +541 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 4,405 $1.23M 0.43% +395 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,639 $1.21M 0.01% -1,084 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,633 $1.21M 0.13% -85 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 4,621 $1.21M 0.26% +167 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 4,583 $1.2M +563 Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,578 $1.2M 0.3% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,860 $1.18M 0.03% -19,406 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,511 $1.18M 0.07% +574 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,488 $1.17M 0.09% -230 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,468 $1.17M 0.04% +1,187 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,460 $1.17M 0.3% -10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 4,410 $1.15M 0.17% +50 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,409 $1.15M 0.45% -435 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,390 $1.15M 1.23% +3,850 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 4,342 $1.14M 0.15% +223 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 4,341 $1.14M 0.04% -9,362 13F-HR/A Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 4,336 $1.14M 0.07% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,321 $1.13M 0.05% -742 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,255 $1.11M 0.6% +201 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 4,245 $1.11M 0.27% -15 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 4,232 $1.11M 0.03% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,216 $1.1M 0.01% +264 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,212 $1.1M 0.04% -24 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,198 $1.1M 0.01% -353 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,191 $1.1M 0.01% +71 13F-HR Timeline Group Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 4,149 $1.09M 0.6% -96 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,119 $1.08M 0.03% +85 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,117 $1.08M 0.01% +154 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,078 $1.07M 0.03% -393 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 4,036 $1.06M 0.54% -234 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,029 $1.05M 0.01% -1,182 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,026 $1.05M 0.1% -374 13F-HR/A Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,844 $1.05M 0.06% +316 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,000 $1.05M 0.33% 0 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 4,000 $1.05M 0.09% 0 13F-HR Timeline Group LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 3,979 $1.04M 0.91% +402 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,957 $1.04M 0.45% +1,197 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,906 $1.02M 0.02% +72 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,895 $1.02M 0.65% +645 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,943 $1.02M 0.05% +369 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,867 $1.01M 0.28% -105 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,868 $1.01M 0.12% -22 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,865 $1.01M 0.11% -3 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,832 $1M 0.17% +177 13F-HR Timeline PGGM Investments More: the full row for PGGM Investments 3,826 $1M 0.01% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,806 $996K 0.12% +632 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,395 $983K 0.05% -202 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,747 $981K 0.14% +1,061 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,733 $977K 0.29% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,721 $974K 0.05% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,664 $959K 0.01% +965 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,495 $954K 0.13% +3,218 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,624 $949K 0.05% -388 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,592 $940K 0.04% +1,972 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 3,592 $940K 0.05% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,573 $935K 0.25% +2,745 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 3,519 $921K 0.55% -55 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. 3,505 $918K 0.04% -217 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 3,466 $907K 0.07% +1,495 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,430 $898K 0.04% new 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,411 $893K 0.1% 0 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 3,400 $890K 0.01% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,395 $889K 0.04% -61 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,389 $887K 0.02% -263 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,384 $886K 0.08% 0 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,368 $882K 0.03% -9 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,365 $881K 0.01% -36 13F-HR/A Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,361 $879K 0.02% -296 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,350 $877K 0.07% -159 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,345 $876K 0.25% +1,797 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,326 $871K 0.02% +176 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,313 $867K 0.02% +262 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,274 $857K 0.34% -139 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 3,272 $857K 0.02% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,263 $854K 0.21% +2,041 13F-HR Timeline STF Management LP More: the full row for STF Management LP 3,229 $845K 0.41% -13 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,199 $837K 0.03% -42 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,198 $837K 0.15% +153 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,170 $830K 0.03% -1,297 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 3,164 $828K 0.45% +2,329 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,138 $822K 0.03% +368 13F-HR/A Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 3,129 $819K 0.53% -55 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,117 $816K 0.02% +264 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 3,086 $808K 0.86% -100 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 3,080 $806K 0.07% +1,573 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,072 $804K 0.08% -286 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,058 $801K 0.11% +757 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 3,025 $792K 0.5% -49 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,010 $788K 0.31% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,006 $787K 0.33% -83 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,001 $786K 0.03% +1,932 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,000 $785K 0.04% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,998 $785K 0.02% +77 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,969 $777K 0.09% -610 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,967 $777K 0.16% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,962 $775K 0.03% +371 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 2,912 $762K 0.67% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,906 $761K 0.01% +160 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 2,895 $758K 0.43% -43 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,890 $757K 0.07% +245 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 2,875 $753K 0.07% 0 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,858 $748K 0.07% 0 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 2,848 $746K 0.11% -113 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,847 $745K 0.06% -100 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,816 $737K 0.14% +153 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,811 $736K 0.02% +106 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,800 $733K 0.02% +80 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,800 $733K 0.25% -1,784 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,797 $732K 0.64% +26 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,765 $724K 0.05% -149 13F-HR Timeline Group Navalign, LLC More: the full row for Navalign, LLC 2,760 $723K 0.21% -14 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 2,751 $720K 0.07% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,743 $718K 0.19% +680 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 2,720 $712K 0.04% -64 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,706 $708K 0.03% +50 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,699 $707K 0.05% +200 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,698 $706K 0.02% +91 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,670 $699K 0.18% +2,441 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,667 $698K 0.02% +1,053 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,662 $697K 0.06% -222 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,658 $696K 0.01% +87 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,653 $695K 0.04% +17 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,641 $691K 0.02% -74 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,623 $687K 0.03% +247 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,603 $681K 0.01% +307 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 2,599 $680K 0.02% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,597 $680K 0.15% -963 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,582 $676K 0.1% -1,933 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 2,568 $672K 0.11% +506 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 2,552 $668K 0.71% new 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 2,550 $668K 0.18% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 2,519 $659K 0.12% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,485 $651K 0.05% -25 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,481 $650K 0.05% -24 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 2,455 $643K <0.01% -2,719 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,451 $642K 0.01% +692 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 2,452 $642K 0.06% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,441 $639K 0.03% +262 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,416 $633K 0.06% +369 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 2,396 $627K 0.87% +1,428 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 2,389 $625K 0.08% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,377 $622K 0.13% new 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 2,366 $619K 0.29% -8 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,304 $603K 0.02% +581 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,295 $601K 0.04% 0 13F-HR Timeline MIG Capital, LLC More: the full row for MIG Capital, LLC 2,292 $600K 0.08% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,275 $596K 0.01% +561 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,270 $594K 0.28% -277 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,243 $587K 0.04% +85 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 2,236 $585K 0.06% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,231 $584K 0.15% -433 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,208 $578K <0.01% new 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,172 $569K 0.11% -34 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 2,150 $566K 0.02% -444 13F-HR/A Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 2,154 $564K 0.07% +233 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 2,145 $562K <0.01% -533 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 2,145 $562K 0.11% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,142 $561K 0.01% -4 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 2,140 $560K 0.51% -1,318 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 2,131 $558K 0.05% -2,889 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,097 $549K 0.28% -49 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,089 $549K <0.01% +93 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,082 $545K 0.02% new 13F-HR Timeline Group Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,078 $544K 0.04% -149 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,075 $543K 0.02% +50 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,062 $542K 0.02% -44 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,068 $541K 0.04% +59 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,061 $540K 0.02% +79 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,061 $540K 0.01% -960 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 2,059 $539K 0.02% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,049 $536K 0.01% -716 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 1,802 $529K -1,269 Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,016 $528K <0.01% +278 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,004 $525K 0.02% -1,124 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,003 $524K 0.07% +610 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,980 $518K 0.01% new 13F-HR/A Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,963 $514K 0.03% +142 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,946 $509K <0.01% +394 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,937 $507K 0.01% -1 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 1,920 $503K 0.11% -4,617 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,916 $502K 0.04% -518 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,914 $501K 0.18% -83 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,912 $501K 0.07% +210 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,906 $499K 0.03% -1,785 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,901 $498K 0.03% -20 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 1,896 $496K 0.01% -13 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,894 $496K 0.02% +128 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,894 $496K 0.26% +399 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 1,892 $495K 0.44% -145 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,873 $490K 0.06% +443 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 1,860 $487K 0.46% -225 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 1,859 $487K 0.3% -919 13F-HR Timeline Hel Ved Capital Management Ltd More: the full row for Hel Ved Capital Management Ltd 1,850 $484K 0.24% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,841 $482K 0.04% -1,277 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,839 $481K 0.21% +327 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,829 $479K 0.06% +1,052 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,614 $477K 0.33% -166 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 1,822 $477K 0.04% +398 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,817 $476K 0.03% +1,023 13F-HR Timeline