LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 15,403 $855K 0.01% +15,000 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 15,055 $836K 0.3% -682 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 15,000 $832K 0.08% new 13F-HR Timeline Group Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 15,000 $832K 0.47% +10,000 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 15,000 $832K 1.39% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 14,709 $816K 0.02% +771 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 14,610 $811K 0.02% +11,721 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 14,434 $801K 0.03% +5,794 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 14,434 $801K 0.09% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 14,369 $797K <0.01% -3,303 13F-HR/A Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 14,246 $791K 0.03% +3,824 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 14,173 $787K 0.35% new 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 14,100 $783K 0.24% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,007 $778K 0.01% +1,014 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 13,945 $774K 0.4% 0 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 13,702 $760K 0.13% -13,951 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 13,630 $756K 0.22% +6,791 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,603 $755K 0.01% +182 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 13,541 $752K 0.01% -435 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 13,332 $740K 0.1% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 13,268 $736K 0.02% -14,404 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 13,233 $734K 0.01% +25 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,169 $731K 0.01% -618 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 11,982 $725K 0.24% new 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 13,043 $724K 0.24% new 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 12,925 $717K 0.19% new 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 12,800 $710K 0.65% new 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 12,748 $708K 0.06% +56 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 12,619 $700K 0.06% +830 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,525 $695K 0.01% +361 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 12,509 $694K 0.06% +4,578 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 12,494 $693K 0.01% -224 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 12,438 $690K 0.01% -45 13F-HR Timeline HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC More: the full row for HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 12,400 $688K <0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,350 $685K 0.02% +4,395 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 12,320 $684K 0.07% -1,280 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 12,186 $676K 0.01% +179 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 12,038 $668K 0.02% +40 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 11,935 $662K 0.03% -400 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 11,917 $661K 0.12% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 11,829 $657K 0.05% +310 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 11,748 $652K 0.01% -559 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 11,685 $649K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 11,947 $636K 0.01% +2,093 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 11,461 $636K 0.25% -8,612 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 11,379 $632K 0.32% 0 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 11,315 $628K 0.06% -26 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 11,309 $628K 0.03% -1,235 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 11,297 $627K 0.03% +5,237 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 11,244 $624K 0.04% +10 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 11,240 $624K 0.1% +6,140 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 11,129 $618K <0.01% 0 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 11,097 $616K 0.02% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 10,950 $608K 0.24% 0 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,741 $596K 0.01% -64 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 10,651 $591K 0.09% -37,259 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,578 $587K 0.01% +741 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 10,571 $587K 0.26% -2,590 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 10,568 $587K 0.1% -6,906 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 10,562 $586K 0.16% -294 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 10,535 $585K 0.05% +189 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 10,497 $583K 0.03% +4,473 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 10,442 $580K 0.02% -170 13F-HR Timeline CX Institutional More: the full row for CX Institutional 10,168 $564K 0.02% -224 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,019 $556K <0.01% +1,244 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 10,000 $555K 0.08% new 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 9,864 $547K 0.05% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 9,829 $546K 0.04% +836 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 9,816 $545K 0.03% -3,040 13F-HR Timeline Group SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 9,681 $537K 0.07% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 9,524 $529K 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 9,504 $527K 0.07% +102 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 9,232 $512K <0.01% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 9,212 $511K 0.01% -7,112 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 9,159 $508K 0.03% -114 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 8,932 $496K 0.29% -1,568 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 8,906 $494K 0.01% +390 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,879 $493K <0.01% -8,976 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 8,876 $493K 0.06% +636 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,751 $486K 0.02% -2,985 13F-HR Timeline Group Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 8,725 $484K 0.1% -110 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,604 $479K <0.01% -1,478 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 8,559 $475K 0.1% new 13F-HR/A Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 8,523 $473K 0.01% +78 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 8,522 $473K 0.13% -212 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 8,468 $470K 0.01% -15 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,466 $470K 0.01% +1,960 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,399 $466K 0.02% +37 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 8,272 $459K <0.01% -26 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 8,262 $459K 0.02% +49 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,506 $458K 0.07% +86 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,250 $458K 0.03% +941 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 8,238 $457K 0.11% new 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 8,216 $456K 0.36% -446 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,111 $450K 0.01% +1,787 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 8,077 $448K 0.07% +95 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,998 $444K 0.1% -1,237 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 7,880 $437K -3,770 Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,843 $435K 0.01% +100 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 7,844 $435K 0.01% +3,380 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,772 $431K 0.02% -1,488 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 7,735 $429K 0.04% 13F-HR Timeline Group Shay Capital LLC More: the full row for Shay Capital LLC 7,696 $427K 0.05% +3,696 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,651 $425K 0.02% -495 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,580 $421K 0.01% -3,767 13F-HR Timeline Group STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 6,950 $420K 0.28% -15,440 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 7,539 $418K 0.11% +242 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 7,537 $418K 0.02% +126 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 7,515 $417K 0.12% +222 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 7,500 $416K 0.03% -10,785 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,470 $415K 0.02% -357 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 7,399 $411K 0.01% new 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 7,370 $409K 0.39% +2,011 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,321 $406K <0.01% +92 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,319 $406K 0.01% -101 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 7,310 $406K +129 Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,280 $404K 0.09% -71 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,251 $402K <0.01% +283 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 7,209 $400K 0.07% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 7,204 $400K 0.01% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 7,153 $397K 0.04% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,136 $396K 0.01% -750 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 7,099 $394K 0.04% 0 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 7,000 $388K 0.09% 0 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 6,926 $384K 0.28% -2,494 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 6,794 $377K 0.07% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 6,733 $374K 0.14% +136 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,675 $370K 0.01% +1,069 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,657 $369K <0.01% -3,370 13F-HR Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 6,641 $369K <0.01% -8,101 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 6,585 $365K 0.02% -1,221 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,532 $363K 0.02% -1,151 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 6,484 $360K 0.09% +858 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,562 $357K 0.01% -3,644 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,430 $356K 0.01% -1,100 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 6,406 $356K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 6,391 $355K 0.15% +2,614 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 6,361 $354K 0.02% +1,875 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 6,363 $353K 0.09% -318 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 6,342 $352K 0.02% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,200 $344K 0.01% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 6,126 $340K 0.01% 0 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 6,040 $335K 0.01% -8,500 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 6,020 $334K 0.06% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 7,065 $334K 0.26% -3,000 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,011 $334K 0.02% +136 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,998 $333K 0.02% -1,762 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 6,300 $333K 0.38% +1,450 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 5,900 $332K 0.01% -2,450 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,969 $331K 0.06% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,903 $328K <0.01% +413 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,845 $324K <0.01% -302 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,839 $324K 0.02% -40 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 5,836 $324K 0.18% new 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 5,835 $324K 0.16% +1,345 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 5,811 $323K 0.14% -374 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 5,800 $322K 0.31% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 5,786 $321K 0.13% -149 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,732 $318K 0.01% -123 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 5,691 $316K 0.1% +2,127 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,669 $315K 0.08% -328 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,668 $315K 0.03% +339 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,643 $313K <0.01% +490 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 5,643 $313K 0.01% -355 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 5,628 $312K 0.38% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,625 $312K 0.05% -2,726 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,554 $308K 0.01% -110 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 5,530 $307K <0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,522 $306K <0.01% -1,329 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 5,489 $305K 0.18% new 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 5,462 $303K 0.06% +9 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 5,428 $301K <0.01% new 13F-HR/A Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,417 $301K 0.02% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,414 $300K <0.01% +195 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,386 $299K 0.04% +29 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 5,364 $298K 0.01% +1,176 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 5,363 $298K 0.22% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,359 $297K 0.05% -5,312 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 5,280 $293K 0.2% +2,491 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 5,275 $293K 0.06% new 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 5,316 $291K 0.09% -2,577 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 5,229 $290K 0.12% -9,179 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 5,190 $288K 0.07% +5 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,138 $285K 0.03% +107 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 5,114 $284K 0.06% 0 13F-HR Timeline Blue Trust, Inc. 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