Compound Planning, Inc. More: the full row for Compound Planning, Inc. 29,200 $1.21M 0.06% +2,956 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 29,150 $1.21M 0.84% +8,650 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 28,711 $1.19M 0.45% -6,483 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 28,212 $1.17M 0.06% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 28,811 $1.16M 0.01% -3,521 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 27,914 $1.15M <0.01% +7,270 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 27,883 $1.15M 0.06% +19,649 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 27,230 $1.13M 0.02% -3,378 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 26,740 $1.11M 0.04% -4,192 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 26,740 $1.11M 0.52% -698 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 25,726 $1.07M 0.01% +5,745 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 25,866 $1.07M 0.05% +8,254 13F-HR Timeline Group BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 25,839 $1.07M 0.01% -701 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 25,346 $1.05M 0.07% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 25,000 $1.03M 0.26% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 24,800 $1.03M 0.01% +3,520 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 24,721 $1.02M 0.73% -724 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 24,691 $1.02M 0.01% -29 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 23,561 $1.01M 0.06% +4,358 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 24,373 $1.01M 0.22% +175 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 24,336 $1.01M 0.03% +2,435 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 24,206 $1M 0.19% -5,331 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 23,852 $987K 0.18% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 26,730 $971K 0.02% 0 13F-HR Timeline Group Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 23,284 $963K 0.77% +257 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 23,113 $956K <0.01% -78,429 13F-HR Timeline Group Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 23,032 $953K 0.07% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 22,984 $951K 0.05% -17,549 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 22,967 $950K <0.01% 0 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 22,751 $941K 0.01% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 22,891 $941K <0.01% +1,818 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 22,722 $940K 0.01% +508 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 22,190 $918K +3,606 Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 21,047 $871K <0.01% +218 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 21,036 $870K 0.01% +450 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 21,013 $869K 0.41% +740 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 20,913 $865K 0.13% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 20,659 $855K 0.01% -779 13F-HR Timeline Group RFP Financial Group LLC More: the full row for RFP Financial Group LLC 20,657 $855K 0.34% -849 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 20,262 $838K 0.01% +6,744 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 19,844 $821K <0.01% -2,309 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 19,816 $820K 0.08% -3,800 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 19,793 $819K <0.01% +1,777 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 19,778 $818K 0.03% +227 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19,732 $816K <0.01% -24,506 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 19,296 $798K 0.1% +4,494 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 19,375 $796K 0.01% -36 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 18,734 $775K 0.7% +422 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 18,641 $771K 0.09% +59 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 18,448 $763K 0.01% -133 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 18,354 $759K 0.17% -5,937 13F-HR/A Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 18,032 $746K 0.12% +586 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 18,028 $746K 0.03% +6,290 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 17,829 $738K 0.07% +134 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 17,751 $734K 0.7% -1,127 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,560 $726K 0.01% +1,306 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 17,336 $717K 0.1% +11,294 13F-HR Timeline Glenorchy Capital Ltd More: the full row for Glenorchy Capital Ltd 17,260 $714K 0.53% -180 13F-HR/A Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 17,250 $714K 0.18% +1,051 13F-HR Timeline Ativo Capital Management LLC More: the full row for Ativo Capital Management LLC 17,028 $704K 0.6% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 16,755 $693K 0.02% +11,870 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 16,715 $691K 0.06% +258 13F-HR/A Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 16,650 $689K 0.55% 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 16,621 $688K 0.01% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 16,379 $678K <0.01% -1,529 13F-HR/A Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 15,718 $662K 0.02% +219 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 15,999 $662K 0.08% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 15,967 $661K 0.05% +4,448 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 15,846 $656K 0.39% -50 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 15,778 $653K 0.08% +1,670 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 15,706 $650K 0.01% 0 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 15,581 $645K <0.01% -37 13F-HR/A Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 15,495 $641K 0.01% +995 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 15,441 $639K 0.01% +776 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 15,381 $636K 0.02% +1,019 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15,348 $635K 0.01% +638 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 15,017 $633K <0.01% -494 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 15,151 $627K <0.01% +1,093 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 15,100 $625K <0.01% +1,683 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 15,074 $624K 0.1% +2,353 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 15,027 $622K 0.21% -1,087 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 14,913 $617K 0.09% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 14,804 $612K 0.31% -52 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 14,682 $607K 0.02% +1,878 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 14,558 $602K 0.07% -2,989 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 14,547 $598K 0.45% +110 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 14,436 $597K 0.02% -6,317 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,398 $596K 0.01% -724 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 14,004 $590K 0.05% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 14,241 $589K 0.1% +1,569 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 14,153 $586K 0.04% -2,053 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 13,934 $576K 0.27% -1,113 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 13,921 $576K 0.9% -15,000 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 13,816 $572K 0.6% -8,591 13F-HR/A Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 13,811 $571K 0.07% +451 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 13,313 $551K 0.03% -110 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 13,300 $550K 0.44% new 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 13,171 $545K 0.02% +309 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 12,995 $534K 0.07% new 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 12,895 $533K 0.06% +963 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,716 $526K <0.01% -57 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 12,701 $525K 0.04% -784 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 12,686 $525K <0.01% +488 13F-HR/A Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 12,633 $523K <0.01% +139 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 12,570 $520K 0.03% +2,581 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 12,485 $516K 0.11% +10,944 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 12,472 $516K 0.02% -611 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 12,451 $515K <0.01% -257 13F-HR Timeline Group First County Bank /CT/ More: the full row for First County Bank /CT/ 12,402 $513K 0.28% -754 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 12,298 $509K 0.01% +445 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 12,064 $499K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 11,842 $490K 0.05% -2,238 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 11,697 $484K 0.05% -3,000 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 11,681 $483K <0.01% +5,249 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,531 $477K 0.04% -428 13F-HR/A Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 11,494 $476K 0.01% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,469 $474K 0.03% -1 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,238 $473K 0.01% +3,361 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 11,405 $472K 0.09% -436 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 11,301 $468K 0.01% new 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 11,457 $464K <0.01% 0 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 11,100 $459K <0.01% 0 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 11,015 $456K 0.25% -1,126 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 10,992 $455K 0.37% +3,041 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,945 $453K 0.01% -2,343 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 11,143 $451K 0.04% +114 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 10,885 $450K <0.01% +493 13F-HR/A Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,793 $446K 0.01% new 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,710 $443K 0.01% +3,780 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,631 $440K 0.07% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,613 $439K 0.01% -72 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 10,223 $422K 0.07% -1,000 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 10,159 $420K 0.13% -971 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,156 $420K <0.01% +3,259 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 10,127 $419K 0.09% -12 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 10,000 $414K 0.06% 0 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 10,000 $414K 0.03% -20,000 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 9,969 $412K 0.2% +919 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 9,869 $408K 0.18% +11 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 9,791 $405K 0.16% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 9,754 $404K 0.23% +3,592 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 9,737 $403K 0.07% +8,792 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 9,616 $398K 0.1% +102 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 9,615 $398K 0.45% +550 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,614 $398K 0.01% +81 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 9,610 $398K 0.19% +8,140 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,409 $389K 0.06% +289 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 9,367 $388K <0.01% +2,394 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,247 $383K <0.01% +676 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 9,218 $381K 0.11% -1,105 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 9,201 $381K 0.02% +86 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,159 $379K 0.01% +6,589 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 8,853 $376K 0.25% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 9,075 $375K 0.06% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,062 $375K 0.02% -27 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 9,059 $375K 0.02% +1,079 13F-HR Timeline Group SALT Holding Corp. in group SALT Holding Corp. More: the full row for SALT Holding Corp. 9,000 $372K 0.35% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,153 $371K 0.04% -4,686 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 8,952 $370K 0.03% +1,207 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,951 $370K 0.01% -2,840 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 8,944 $370K 0.03% -4,829 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,916 $369K 0.03% +12 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,834 $365K 0.01% +904 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 8,828 $365K 0.07% -2,254 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 8,745 $362K 0.03% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,676 $359K <0.01% -643 13F-HR Timeline Group Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 8,231 $358K 0.31% +776 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,622 $357K 0.01% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 8,543 $353K 0.06% -2,895 13F-HR Timeline CHAPIN DAVIS, INC. 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D. Beadell Investment Counsel, Inc. More: the full row for A. D. 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