NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,722 $1.01M 0.1% +54 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 4,661 $999K 0.36% -115 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,624 $991K 0.01% +1,218 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,216 $990K 0.01% -33 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 4,555 $976K 0.16% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,551 $976K 0.02% -254 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 4,514 $968K 0.06% -398 13F-HR Timeline Group Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,502 $965K 0.1% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,468 $958K 0.04% 0 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 4,457 $955K 0.71% +453 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,421 $948K 0.45% +67 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,397 $943K 0.14% -1 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,374 $938K 0.01% +2,413 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,306 $923K 0.01% +58 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,260 $913K 0.01% +1,243 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,259 $913K 0.02% -205 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,245 $910K 0.12% +14 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,213 $905K 0.02% +133 13F-HR Timeline Group ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 4,205 $901K 0.11% -3,648 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,186 $897K 0.04% +978 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 4,164 $893K 0.17% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,831 $890K 0.02% +308 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,135 $886K 0.11% -300 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 4,099 $879K 0.02% new 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 4,013 $860K +791 Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 3,940 $845K 0.07% -13,880 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,926 $842K 0.04% +129 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 3,923 $841K 0.29% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,610 $832K 0.03% +132 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,858 $827K 0.2% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,784 $827K 0.02% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,832 $821K 0.01% +963 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,804 $815K 0.1% +225 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,750 $804K 0.03% +3,384 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,706 $794K 0.02% +605 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 3,618 $776K 0.05% +14 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,601 $772K 0.02% +1,010 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,590 $770K 0.01% -9 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,544 $760K 0.02% -138 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 4,360 $757K 0.41% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,516 $754K 0.01% +29 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,511 $752K 0.03% new 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,500 $750K 0.01% new 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,485 $747K 0.07% +325 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,478 $746K 0.13% +2,168 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,452 $740K 0.1% -426 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,386 $726K <0.01% +687 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,375 $723K 0.06% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,357 $720K 0.02% +675 13F-HR/A Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,351 $718K 0.02% -698 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,329 $714K 0.15% -281 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,314 $710K 0.03% +10 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,292 $706K 0.19% -87 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,275 $702K 0.08% +1,153 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 3,202 $700K 0.69% -144 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 3,263 $699K 0.19% 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,243 $695K 0.02% -18 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,237 $694K 0.01% +289 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,228 $692K 0.01% +172 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,217 $690K <0.01% -50 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,213 $689K 0.03% +894 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,208 $688K 0.05% -1,580 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,145 $674K 0.01% +432 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,140 $673K 0.13% +1,901 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 3,120 $669K 0.09% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,036 $651K 0.13% +966 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,009 $645K 0.05% -7 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,000 $643K 0.19% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,944 $643K 0.01% -132 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 2,965 $636K 0.09% +178 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,959 $634K 0.02% +375 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 2,951 $633K 0.05% -197 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,950 $632K 0.1% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,938 $630K 0.05% +178 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 2,930 $628K 0.08% -1,397 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,932 $628K 0.01% +1,738 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,911 $624K 0.08% +884 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,902 $622K 0.06% -66 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 2,902 $622K 0.01% -2,828 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,844 $610K 0.08% 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 2,811 $603K 0.25% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,796 $599K 0.01% +266 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,776 $595K 0.15% new 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 2,709 $592K 0.54% +74 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,758 $591K 0.03% -229 13F-HR Timeline Group Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 2,750 $589K 0.17% 0 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,733 $586K 0.02% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,727 $585K 0.06% -906 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,707 $580K 0.31% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,690 $578K 0.02% +1,189 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 2,693 $577K 0.07% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,679 $574K 0.01% -241 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,673 $573K <0.01% new 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,642 $566K 0.1% -71 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,640 $566K 0.15% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,640 $566K 0.01% -8 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,620 $562K 0.01% 0 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 2,606 $559K 0.01% new 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 2,600 $557K 0.02% +1,845 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,600 $557K 0.16% -1,179 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,585 $554K 0.01% -28 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,538 $544K 0.01% +661 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,530 $542K 0.05% -60 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,526 $542K 0.02% +290 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,522 $541K 0.03% +689 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,506 $537K 0.09% +149 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,496 $535K 0.02% +98 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,493 $534K 0.05% +439 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,485 $533K 0.03% +430 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 2,472 $530K 0.46% +54 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,461 $528K 0.13% +487 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,462 $528K 0.01% -75 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,447 $525K 0.03% +24 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,430 $521K 0.04% +46 13F-HR Timeline Group Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 2,412 $517K +1,219 Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,387 $512K 0.03% +22 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,369 $508K 0.01% +27 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 2,366 $507K 0.17% +8 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,364 $507K 0.11% -20 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 2,359 $506K 0.02% new 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,336 $501K 0.06% -58 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,311 $496K <0.01% +275 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 2,306 $494K 0.18% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,305 $494K 0.14% -3,612 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,265 $486K 0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,229 $478K 0.01% new 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,227 $477K 0.04% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,197 $471K 0.07% -46 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,186 $469K 0.01% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,183 $468K 0.12% -105 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,174 $466K 0.02% +38 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,169 $465K <0.01% -58 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,164 $464K 0.02% +84 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,160 $463K 0.11% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,133 $457K 0.08% +332 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,131 $457K 0.01% -127 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,127 $456K 0.02% 0 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 2,105 $451K 0.16% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,087 $447K 0.07% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,085 $447K 0.02% +544 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,077 $445K 0.01% -22 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 2,075 $445K 0.05% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,060 $442K 0.01% 0 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,031 $435K 0.03% new 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,026 $434K 0.07% -127 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,000 $429K 0.03% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,000 $429K 0.09% +100 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,000 $429K 0.31% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,000 $429K 0.04% +556 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,739 $424K 0.08% +395 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,977 $424K 0.01% +640 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 1,971 $423K 0.08% -238 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,948 $418K 0.01% +375 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,931 $414K <0.01% -199 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,924 $412K 0.01% +3 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,918 $411K 0.24% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,908 $409K <0.01% -1,199 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,900 $407K 0.09% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,884 $404K 0.01% -88 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,870 $401K 0.2% -50 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,859 $399K 0.01% +856 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,857 $398K 0.04% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,852 $397K 0.01% +808 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,840 $394K 0.04% +37 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,830 $392K 0.05% +245 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,824 $391K 0.02% 0 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 1,821 $390K 0.28% new 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,816 $389K <0.01% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,800 $386K 0.05% -325 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,795 $385K 0.05% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,775 $381K <0.01% -166 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,772 $380K 0.06% +215 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,768 $379K 0.01% -250 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,760 $377K 0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,748 $375K 0.21% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,733 $372K 0.09% -5 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,731 $371K 0.03% +361 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,730 $371K <0.01% +42 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,727 $370K 0.01% +107 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,571 $369K 0.03% +260 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,716 $368K 0.03% +42 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 1,592 $363K 0.01% +584 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,640 $352K <0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,637 $351K 0.02% -51 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 1,601 $343K 0.03% 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,600 $343K 0.01% +111 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,614 $342K 0.02% -506 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,589 $341K 0.04% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,579 $339K 0.01% +681 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,575 $338K 0.01% -137 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,571 $337K 0.02% +457 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,563 $335K 0.03% +394 13F-HR Timeline Granite Harbor Advisors, Inc. 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