&PARTNERS More: the full row for &PARTNERS 2,697 $1.07M 0.01% -46 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,695 $1.07M 0.09% +446 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 2,689 $1.07M 0.06% +885 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,662 $1.06M 0.02% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,575 $1.02M 0.01% -189 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,541 $1.01M 0.09% -89 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,534 $1.01M 0.36% -816 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 2,500 $994K 0.01% +300 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 2,744 $992K 0.33% new 13F-HR Timeline Portman Square Capital LLP More: the full row for Portman Square Capital LLP 2,457 $977K 0.17% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,449 $974K 0.01% +304 13F-HR Timeline Group ING GROEP NV More: the full row for ING GROEP NV 2,444 $972K 0.01% new 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 2,422 $963K 0.51% +1,680 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,415 $960K 0.27% -1,104 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,413 $960K 0.12% -222 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,391 $951K 0.01% -340 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,376 $945K 0.01% -104 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,363 $940K 0.01% -72 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,361 $939K 0.01% +288 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,337 $929K 0.07% -10 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,319 $922K <0.01% -463 13F-HR Timeline Group Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 2,301 $915K 0.88% 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 2,208 $878K 0.11% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,155 $857K 0.07% +736 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 2,120 $843K 0.1% new 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 2,062 $820K 0.18% new 13F-HR/A Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,041 $812K 0.06% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,024 $805K 0.09% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,008 $798K 0.03% new 13F-HR/A Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 2,000 $795K 0.01% new 13F-HR Timeline Group SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 2,000 $795K 0.39% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,997 $794K 0.16% +901 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,996 $794K 0.06% -567 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,992 $792K +74 Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,981 $788K 0.01% -17 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,958 $779K 0.08% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,955 $778K 0.02% -652 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 1,947 $774K 0.55% -100 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,881 $748K 0.04% +1,550 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,856 $738K 0.01% +1,407 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,856 $738K 0.02% +1,022 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,856 $738K 0.25% 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,837 $730K 0.04% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,786 $710K 0.01% +230 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 1,786 $710K 0.43% +147 13F-HR/A Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,783 $709K 0.04% 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,759 $699K <0.01% new 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 1,759 $699K <0.01% -90,032 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 1,750 $695K 0.21% +300 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 1,745 $694K 0.01% +116 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,733 $689K 0.02% +128 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,721 $684K 0.01% +60 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 1,717 $683K 0.19% +258 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,701 $677K <0.01% +225 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,701 $676K 0.09% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,639 $652K 0.03% +244 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 1,622 $645K 0.02% -73 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,574 $626K 0.01% -66 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,548 $616K 0.01% -22 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,546 $615K 0.01% -10 13F-HR Timeline Group ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 1,539 $612K 0.35% -5 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,527 $607K 0.24% +469 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,515 $602K 0.01% +491 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,500 $596K 0.14% 0 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 1,676 $596K 0.01% +29 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,484 $590K 0.02% -151 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,471 $585K 0.08% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,456 $579K 0.01% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,451 $577K 0.13% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,587 $573K 0.02% -2,235 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 1,433 $570K 0.27% -819 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,430 $569K 0.02% -114 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,425 $567K <0.01% -18 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,410 $561K 0.06% -13 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,378 $548K 0.06% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,533 $544K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,353 $538K <0.01% +63 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,345 $535K 0.04% -8,847 13F-HR Timeline PSP Research LLC More: the full row for PSP Research LLC 1,318 $524K 0.46% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,311 $521K 0.01% new 13F-HR Timeline Group AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 1,295 $515K 0.51% 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,285 $511K 0.07% -355 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,281 $509K 0.07% -312 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,281 $509K 0.01% +57 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 1,266 $503K <0.01% -69 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,250 $497K 0.03% -1 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,237 $492K <0.01% 13F-HR/A Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,235 $491K 0.01% +507 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,230 $490K 0.07% 0 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,216 $484K 0.01% +422 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,203 $478K 0.02% +126 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,190 $473K 0.05% -221 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,113 $470K 0.02% +58 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,173 $466K 0.16% -499 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 1,155 $459K 0.16% 0 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,151 $458K 0.18% -267 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,139 $453K 0.03% -50 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,136 $452K 0.01% -151 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,135 $451K 0.01% new 13F-HR Timeline TB Alternative Assets Ltd. More: the full row for TB Alternative Assets Ltd. 1,133 $451K 0.07% 0 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,120 $445K <0.01% -265 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,111 $442K 0.1% new 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,109 $441K 0.01% +335 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,105 $439K 0.02% -200 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,061 $422K 0.02% -69 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,051 $418K 0.04% new 13F-HR/A Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,048 $417K 0.03% -49 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,041 $414K 0.02% new 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 1,039 $413K 0.03% -4 13F-HR Timeline Group Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 1,039 $413K 0.27% new 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,033 $411K 0.23% -10 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,017 $404K 0.03% -1 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,007 $400K 0.06% -20 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,002 $398K 0.02% +213 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 1,000 $398K <0.01% -200 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,000 $398K 0.02% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,000 $398K 0.1% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 992 $394K 0.01% +135 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 965 $384K 0.08% new 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 962 $383K 0.18% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 950 $378K 0.04% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 947 $377K 0.02% +566 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 932 $371K <0.01% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 932 $371K 0.02% -177 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 928 $369K 0.03% new 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 927 $369K 0.18% 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 924 $367K 0.04% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 912 $363K 0.2% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 907 $361K 0.01% -35 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 895 $356K 0.13% +274 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 893 $355K 0.02% +70 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 888 $353K 0.02% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 875 $348K <0.01% -8 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 863 $343K 0.05% +89 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 842 $342K 0.03% -76 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 851 $338K 0.27% -6 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 845 $336K <0.01% +146 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 840 $334K <0.01% -25 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 834 $332K 0.01% -33 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 833 $331K 0.01% +133 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 832 $331K 0.01% +128 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 914 $330K 0.02% +2 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 826 $329K 0.01% +30 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 825 $328K 0.08% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 811 $322K 0.01% +264 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 802 $319K <0.01% new 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 795 $316K 0.01% +171 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 791 $315K 0.09% +188 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 790 $314K <0.01% -164 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 717 $312K <0.01% +59 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 780 $310K <0.01% +238 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 776 $309K 0.01% -407 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 769 $306K 0.05% new 13F-HR/A Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 760 $302K 0.05% -87 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 749 $298K 0.16% +266 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 733 $291K <0.01% +246 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 731 $291K <0.01% new 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 729 $290K 0.03% +54 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 728 $289K 0.16% -100 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 725 $288K 0.01% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 776 $281K <0.01% +373 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 701 $279K <0.01% +81 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 698 $278K 0.01% +66 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 695 $276K 0.01% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 690 $274K 0.02% -24 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 688 $274K <0.01% +20 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 688 $274K 0.05% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 680 $270K <0.01% +7 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 678 $270K 0.01% -12,407 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 676 $269K 0.17% -3,196 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 675 $268K <0.01% 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 672 $267K 0.01% -38 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 671 $267K <0.01% 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 671 $267K 0.04% +60 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 668 $266K 0.07% -26 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 664 $264K 0.01% +173 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 648 $258K 0.01% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 646 $257K 0.06% -176 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 645 $256K 0.01% -9 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 635 $253K 0.02% -2 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 630 $251K 0.05% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 621 $247K <0.01% -275 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 620 $247K 0.02% -279 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 620 $247K 0.09% +37 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 615 $245K 0.01% +62 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 605 $241K 0.01% -74 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 605 $241K 0.02% -25 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 605 $240K 0.05% 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 604 $240K 0.07% 0 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 604 $240K 0.16% +78 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 602 $239K 0.01% +26 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 600 $239K <0.01% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 596 $237K 0.03% +92 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 588 $234K 0.01% -2,427 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 582 $231K 0.02% -8 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 581 $231K <0.01% +14 13F-HR/A Timeline Group ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 580 $231K <0.01% new 13F-HR/A Timeline Cooper Financial Group More: the full row for Cooper Financial Group 580 $231K 0.02% -17 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 574 $228K 0.01% new 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 565 $225K 0.01% new 13F-HR/A Timeline Group