Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,507 $760K 0.01% +1,904 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,483 $754K 0.01% -3,389 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,464 $750K 0.01% -220 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,460 $749K 0.07% +786 13F-HR Timeline Group Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 3,433 $744K 0.06% +536 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 3,395 $735K -507 Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 3,385 $733K 0.83% +21 13F-HR Timeline C WorldWide Group Holding A/S in group C WorldWide Group Holding A/S More: the full row for C WorldWide Group Holding A/S 3,381 $732K 0.02% -5,843 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,379 $732K 0.02% +60 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,348 $725K 0.04% +234 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 3,308 $716K 0.01% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,266 $707K <0.01% -164 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 3,262 $706K 0.01% +20 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,265 $698K 0.08% +514 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,216 $697K 0.23% -21 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,140 $680K 0.01% +19 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,119 $676K 0.04% -103 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 3,082 $667K 0.12% -523 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,074 $666K 0.03% +491 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,040 $658K 0.08% +80 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 3,026 $655K 0.57% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,017 $653K 0.01% -46 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,003 $650K 0.05% +1,166 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,860 $634K 0.29% +38 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 2,926 $634K 0.66% 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 2,905 $629K 0.08% new 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 2,898 $628K 0.38% -8 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,878 $623K <0.01% -3 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,850 $617K 0.06% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,827 $612K 0.03% +1,811 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,816 $610K 0.07% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,789 $604K 0.02% -10 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 2,788 $604K 0.09% 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,767 $599K 0.04% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,762 $598K 0.02% -1 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,758 $597K 0.01% +358 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,747 $595K 0.01% -1,961 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,728 $591K 0.06% +1,715 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,706 $586K 0.01% +1,316 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,704 $586K 0.03% +963 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,700 $585K 0.01% +1,019 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,699 $585K 0.01% -2,140 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,695 $584K <0.01% -63 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,690 $583K 0.01% -10,142 13F-HR/A Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,665 $577K 0.03% new 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 2,665 $577K 0.14% -6,518 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,659 $576K <0.01% +1,096 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,652 $574K <0.01% -567 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,639 $572K 0.06% +458 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 2,639 $572K 0.02% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,629 $569K 0.25% +654 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,627 $569K 0.02% new 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,617 $567K 0.1% -265 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,601 $563K <0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,601 $563K 0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,597 $562K 0.01% -215 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,596 $562K 0.15% +492 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,588 $561K 0.02% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,834 $559K 0.02% +924 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,563 $555K 0.01% -10,095 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,537 $549K 0.11% +135 13F-HR Timeline YHB Investment Advisors, Inc. 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More: the full row for Phocas Financial Corp. 2,300 $498K 0.08% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,298 $498K 0.02% 0 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,295 $497K 0.03% +221 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,293 $497K 0.02% -1,610 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,286 $495K <0.01% +263 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 2,277 $493K 0.17% +6 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 2,277 $492K 0.02% 0 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,251 $487K 0.04% +791 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 2,245 $486K 0.07% -78 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,241 $485K 0.01% +34 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,233 $484K 0.18% -119 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,224 $480K 0.02% +101 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,216 $480K 0.02% -457 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,202 $477K 0.03% -19 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,196 $476K 0.02% -71 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,193 $475K 0.01% +719 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,195 $474K 0.02% +35 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,174 $471K <0.01% -4,211 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,164 $468K 0.01% -577 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,161 $468K 0.04% +266 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,159 $468K 0.01% -68 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,150 $466K 0.03% -1,214 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 2,150 $466K 0.01% -20,023 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,145 $465K 0.02% +35 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,139 $463K 0.03% 0 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,340 $463K 0.23% +34 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,100 $457K 0.06% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,101 $455K 0.01% +558 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,090 $453K 0.01% -379 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 2,080 $450K 0.09% +3 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,078 $450K 0.14% -210 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 2,075 $449K 0.11% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 2,057 $445K 0.26% 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,053 $445K <0.01% new 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,050 $444K 0.06% +1,565 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 2,046 $443K 0.16% +11 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,045 $443K 0.03% -1,634 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,044 $443K 0.02% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,023 $438K <0.01% -814 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,022 $438K <0.01% -315 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,009 $435K 0.02% +265 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,004 $434K 0.07% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,000 $433K 0.1% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 2,000 $433K 0.38% 0 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 2,000 $433K 0.46% 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 1,999 $433K 0.33% -157 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,996 $432K 0.15% -1,121 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,983 $429K <0.01% 0 13F-HR Timeline Group CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,980 $429K 0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,979 $429K 0.05% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 1,974 $426K <0.01% 0 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,953 $423K <0.01% 0 13F-HR Timeline CSU Producer Resources, Inc. 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More: the full row for Avantra Family Wealth, Inc. 1,854 $402K 0.3% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,828 $396K 0.05% +22 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,806 $391K 0.02% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 1,803 $390K 0.01% -473 13F-HR Timeline FRONTIER CAPITAL MANAGEMENT CO LLC More: the full row for FRONTIER CAPITAL MANAGEMENT CO LLC 1,789 $387K <0.01% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,784 $386K <0.01% -2,196 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,781 $386K 0.03% -49 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,771 $384K 0.05% +15 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,768 $383K 0.02% +50 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,760 $381K 0.18% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,756 $380K 0.01% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,751 $379K 0.01% new 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 1,748 $379K 0.02% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,744 $378K <0.01% +220 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,742 $377K 0.04% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,741 $377K 0.01% +488 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,740 $377K 0.08% -95 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,739 $377K 0.11% new 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 1,735 $376K 0.04% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,716 $372K 0.02% +54 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,715 $371K 0.01% -283 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,709 $370K 0.01% new 13F-HR/A Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,708 $370K 0.02% -32 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,706 $370K 0.01% -39 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,704 $369K 0.03% -862 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,697 $368K 0.01% -8,364 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,688 $366K 0.01% +288 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 1,680 $364K 0.03% -4,940 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,674 $363K 0.01% +781 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,672 $362K 0.04% 0 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 1,666 $361K 0.11% -606 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,652 $358K 0.02% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,649 $357K 0.01% -273 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,645 $356K 0.23% +35 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,626 $352K 0.01% +12 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,624 $352K 0.06% +415 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,556 $347K 0.01% +5 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 1,600 $347K 0.14% new 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 1,600 $347K 0.01% new 13F-HR Timeline Group LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 1,600 $347K 0.05% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,671 $346K <0.01% +1 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,588 $344K 0.03% -40 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,588 $344K 0.01% +282 13F-HR Timeline OAKWORTH CAPITAL, INC. 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More: the full row for Ellevest, Inc. 1,551 $336K 0.05% -566 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,547 $335K 0.05% +27 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,531 $331K 0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,528 $331K 0.01% +121 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 1,522 $330K 0.03% -936 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,459 $327K 0.01% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,507 $326K 0.01% 0 13F-HR/A Timeline