HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,480 $1.13M 0.01% -279 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,435 $1.11M 0.01% +299 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,347 $1.07M 0.08% +10 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 2,252 $1.03M 0.74% new 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,249 $1.03M 0.08% +2,049 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 2,200 $1M 0.01% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 2,184 $996K 0.02% +8 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 2,149 $980K +1,065 Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,145 $978K 0.01% +570 13F-HR Timeline Group ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 2,100 $958K 0.03% new 13F-HR Timeline WHITEBOX ADVISORS LLC More: the full row for WHITEBOX ADVISORS LLC 2,100 $958K 0.02% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,073 $945K 0.01% -733 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 2,049 $934K 0.1% new 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 2,047 $933K 0.69% -117 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,024 $923K 0.11% +7 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,021 $920K 0.04% +896 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 2,010 $917K 0.05% new 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 2,000 $912K 0.46% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,998 $911K 0.01% +92 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 1,986 $906K <0.01% new 13F-HR Timeline Group Greenland Capital Management LP More: the full row for Greenland Capital Management LP 1,959 $893K 0.13% +959 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,918 $875K +762 Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,837 $838K 0.05% -6 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,804 $823K 0.05% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,740 $793K 0.12% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,701 $776K 0.1% 0 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 1,695 $773K 0.02% -246 13F-HR Timeline Group Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,672 $762K 0.31% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,661 $757K 0.01% +44 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,660 $757K 0.33% new 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 1,647 $751K 0.01% +80 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 1,647 $751K 0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,640 $748K 0.01% +38 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,640 $748K 0.11% -540 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 1,639 $747K 0.43% -260 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,635 $745K 0.03% -1,173 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 1,629 $743K 0.01% -474 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,605 $738K 0.02% new 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,593 $726K 0.1% -21 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,570 $716K 0.01% +472 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,533 $711K 0.01% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,556 $710K 0.01% +201 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,556 $710K 0.01% 0 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,544 $704K 0.02% +123 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 1,544 $704K 0.37% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,537 $701K 0.02% +1,473 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,524 $695K <0.01% +820 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,500 $684K 0.16% 0 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 1,496 $682K 1.1% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,476 $673K <0.01% +607 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 1,474 $673K 0.1% +656 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,471 $671K 0.08% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,465 $668K 0.1% +202 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 1,459 $665K 0.19% 0 13F-HR Timeline Group Sara-Bay Financial More: the full row for Sara-Bay Financial 1,450 $661K 0.18% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,443 $658K <0.01% +86 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,423 $649K 0.08% +64 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,419 $647K 0.06% new 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,418 $647K 0.22% -567 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 1,412 $644K <0.01% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,411 $643K 0.07% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,395 $636K 0.04% +1,352 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,385 $632K 0.01% -6 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,355 $618K 0.04% 0 13F-HR/A Timeline Group Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 1,352 $616K 0.01% new 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 1,335 $609K <0.01% -1,176,104 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 1,310 $597K 0.01% 0 13F-HR Timeline Group Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 1,307 $596K 0.13% -952 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,305 $595K 0.02% 0 13F-HR Timeline Quantedge Capital Pte Ltd More: the full row for Quantedge Capital Pte Ltd 1,300 $593K 0.32% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,290 $588K <0.01% +599 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,287 $587K 0.01% +371 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,266 $577K 0.02% +40 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 1,255 $572K 0.06% -275 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,251 $570K 0.04% +24 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,250 $570K 0.45% 0 13F-HR Timeline DeepCurrents Investment Group LLC More: the full row for DeepCurrents Investment Group LLC 1,243 $567K 0.02% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,236 $564K 0.19% +1,174 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 1,258 $563K 0.01% new 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 1,232 $562K 0.7% new 13F-HR Timeline HBK INVESTMENTS L P More: the full row for HBK INVESTMENTS L P 1,231 $561K 0.01% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,231 $561K <0.01% new 13F-HR Timeline Group BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 1,231 $561K 0.03% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,230 $561K 0.08% -15 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,224 $558K 0.01% +180 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 1,200 $547K <0.01% new 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,189 $542K 0.03% +273 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,183 $539K 0.01% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,175 $536K 0.01% new 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 1,155 $527K 0.19% 0 13F-HR Timeline TB Alternative Assets Ltd. More: the full row for TB Alternative Assets Ltd. 1,133 $517K 0.08% -126 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,130 $515K 0.02% +693 13F-HR Timeline Group Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 1,111 $507K 1.11% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,109 $506K 0.03% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,097 $500K 0.04% +25 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,096 $500K 0.14% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,094 $499K 0.01% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,085 $495K 0.01% -655 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,078 $492K 0.03% +1,076 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,055 $485K 0.02% -706 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,058 $482K 0.19% -492 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,077 $482K 0.03% +483 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 1,043 $476K 0.03% 0 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,043 $476K 0.26% -237 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,027 $468K 0.07% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,024 $467K 0.02% -310 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 1,020 $465K 0.04% new 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,018 $464K 0.04% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,121 $464K 0.07% new 13F-HR/A Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,015 $463K 0.03% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 972 $463K 0.01% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,000 $461K 0.12% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,000 $455K 0.02% 0 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 984 $453K 0.16% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 912 $448K 0.02% 0 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 957 $436K <0.01% +54 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 954 $435K <0.01% -82 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 942 $430K 0.01% +275 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 924 $426K 0.04% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 918 $414K 0.04% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 899 $410K 0.03% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 896 $409K 0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 883 $403K <0.01% new 13F-HR/A Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 867 $395K 0.01% -269 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 865 $394K <0.01% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 857 $391K 0.33% -13 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 854 $389K 0.01% +24 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 847 $386K 0.07% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 857 $383K 0.01% 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 834 $380K 0.02% new 13F-HR Timeline Group PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 832 $379K 0.01% -315 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 828 $378K 0.21% +28 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 825 $376K 0.09% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 823 $375K 0.02% +97 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 822 $375K 0.08% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 808 $368K 0.05% new 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 807 $368K 0.02% -19,127 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 800 $365K 0.03% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 796 $363K 0.01% -21 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 795 $363K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 794 $362K <0.01% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 789 $360K 0.02% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 776 $354K 0.06% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 800 $353K 0.15% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 774 $353K 0.05% -18 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 774 $353K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 764 $348K 0.01% -359 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 757 $345K 0.11% 0 13F-HR Timeline Group Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 760 $343K 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 751 $342K 0.05% new 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 742 $338K 0.2% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 730 $333K <0.01% -387 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 728 $332K 0.01% +349 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 725 $331K 0.01% -10 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 714 $325K 0.02% new 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 710 $324K 0.01% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 706 $322K 0.05% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 704 $321K 0.02% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 700 $319K 0.01% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 703 $319K 0.14% +197 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 699 $319K <0.01% +64 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 694 $316K 0.08% new 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 693 $316K <0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 679 $310K 0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 675 $308K 0.03% -269 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 673 $307K <0.01% 0 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 668 $305K <0.01% new 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 662 $302K 0.29% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 658 $300K <0.01% new 13F-HR Timeline Group PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 657 $300K <0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 654 $298K 0.01% +38 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 637 $290K 0.02% -648 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 632 $288K 0.01% -3 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 630 $287K 0.02% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 627 $286K 0.03% 0 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 625 $285K 0.01% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 624 $284K 0.01% -122 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 621 $283K 0.11% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 620 $283K <0.01% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 611 $279K 0.04% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 609 $278K 0.13% new 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 604 $275K 0.08% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 603 $275K 0.08% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 601 $274K 0.03% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 600 $274K <0.01% new 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 600 $274K 0.06% -296 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 598 $273K 0.01% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 597 $272K 0.03% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 590 $269K 0.03% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 588 $268K 0.04% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 585 $267K 0.01% -705 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 585 $267K 0.18% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 583 $266K 0.11% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 576 $263K 0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 575 $262K 0.02% +543 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 573 $261K 0.1% -16 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 567 $259K <0.01% +71 13F-HR Timeline Group STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 565 $258K 0.03% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 553 $252K 0.01% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 551 $251K 0.02% -108 13F-HR Timeline