V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,073 $991K 0.14% +633 13F-HR Timeline NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 5,000 $977K 0.03% -100 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 5,000 $977K 0.14% new 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 4,942 $965K 0.02% -15,277 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 4,907 $959K 0.04% -754 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,882 $954K 0.07% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,879 $953K 0.02% 0 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 4,866 $951K 0.04% -50 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 4,817 $941K 0.14% -47 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 4,732 $925K 0.01% -542 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 4,721 $922K <0.01% -141 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 4,715 $921K 0.02% +387 13F-HR Timeline Group Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 4,700 $918K 1.06% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 4,887 $911K 0.9% 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,609 $901K 0.09% +2,655 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 4,591 $897K 0.04% +1,228 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,570 $893K 0.03% +50 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,533 $886K 0.02% -690 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,464 $872K 0.01% +67 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,444 $868K 0.05% new 13F-HR Timeline Group OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 4,418 $863K 0.01% +746 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,418 $863K 0.21% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 4,385 $857K 0.03% 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,383 $856K <0.01% -1,180 13F-HR Timeline Group FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 4,256 $832K 0.08% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,188 $818K 0.25% +1,246 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 4,185 $817K 0.06% new 13F-HR Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 4,174 $816K 0.45% +195 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 4,168 $815K 0.55% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,167 $814K 0.07% +2,474 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,148 $811K 0.03% +275 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 4,054 $792K 0.16% +127 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 4,015 $785K 0.22% -115 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 4,004 $782K 0.03% +4 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,925 $767K 0.05% -45 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,900 $762K 0.58% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 3,898 $762K +2,724 Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,871 $756K 0.18% +5 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,857 $754K 0.41% -128 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,839 $750K 0.01% +379 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 3,816 $746K 0.03% -29 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,809 $744K 0.02% +99 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 3,759 $735K 0.06% -4 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 3,715 $726K 0.31% 0 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 3,704 $724K 0.15% -755 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 3,608 $705K 0.04% -41 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 3,560 $696K 0.01% -319 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 3,548 $693K 0.03% -10,042 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,500 $684K 0.15% 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,483 $681K 0.01% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,411 $667K 0.04% -2,369 13F-HR Timeline Group Scientech Research LLC More: the full row for Scientech Research LLC 3,402 $665K 0.19% -21 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,307 $646K 0.03% +90 13F-HR Timeline CAXTON ASSOCIATES LP More: the full row for CAXTON ASSOCIATES LP 3,306 $646K 0.02% new 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 3,301 $645K 0.49% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 3,300 $645K 0.08% 0 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 3,283 $641K 0.02% -275 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,246 $634K 0.05% -119 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 3,186 $623K 0.01% -307 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,173 $620K 0.02% -36 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,167 $619K 0.05% +3 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,148 $615K 0.07% +9 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 3,137 $613K 0.04% +1,084 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,134 $612K 0.03% +170 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 3,127 $611K +50 Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,116 $609K <0.01% -129 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 3,052 $596K 0.02% new 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,049 $596K 0.21% -285 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 3,025 $591K 0.02% -35,930 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,027 $591K 0.04% new 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 3,000 $586K 0.06% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,925 $572K 0.08% -144 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 2,913 $569K 0.02% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,874 $562K 0.02% +376 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,863 $559K <0.01% -3,009 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 2,835 $554K <0.01% -96 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,825 $552K <0.01% -6,526 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,788 $545K <0.01% -1,365 13F-HR Timeline Group McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 2,730 $533K 0.18% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,728 $533K 0.09% -47 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,722 $532K 0.03% -34 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,648 $517K 0.07% -5,011 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 2,630 $514K 0.01% 0 13F-HR Timeline Group Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 2,605 $509K 0.34% +90 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,534 $495K 0.02% -466 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,532 $495K 0.1% +15 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 2,500 $488K 0.35% +200 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,496 $488K 0.02% -234 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 2,479 $484K 0.03% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,395 $468K <0.01% +385 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,380 $465K 0.01% -547 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,368 $463K 0.04% +212 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,357 $461K 0.05% +142 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,332 $456K 0.01% +1,961 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 2,293 $448K 0.02% -12 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 2,290 $447K 0.01% 0 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,282 $446K <0.01% +369 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,265 $443K 0.09% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 2,247 $439K 0.3% 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,236 $437K 0.09% +445 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 2,198 $429K 0.02% +217 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 2,217 $423K 0.02% +10 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,149 $421K 0.04% -3 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 2,140 $418K 0.03% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,113 $413K <0.01% -2,920 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,099 $410K 0.06% -1,428 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,067 $404K 0.01% -7,015 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,046 $400K 0.01% +25 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,044 $399K <0.01% +275 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,040 $399K <0.01% -437 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,025 $396K 0.01% new 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 2,005 $392K 0.01% -43 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,981 $387K 0.03% -4,846 13F-HR Timeline Group Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,978 $387K 0.04% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,968 $385K 0.02% -361 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,893 $370K 0.14% -8 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,887 $369K 0.01% +346 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 1,865 $364K 0.29% -90 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,852 $362K 0.01% +534 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,827 $357K 0.04% +819 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,869 $357K 0.36% +41 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,810 $354K 0.07% new 13F-HR/A Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,805 $353K <0.01% +261 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 1,789 $350K <0.01% -520 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,765 $345K 0.02% +512 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,763 $344K 0.02% 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 1,648 $322K 0.02% -931 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,638 $320K 0.09% 0 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 1,631 $319K 0.21% 0 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 1,626 $318K <0.01% -26,023 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,621 $317K 0.02% +124 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 1,601 $313K <0.01% +1 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,600 $313K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,589 $311K 0.01% +618 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,582 $309K 0.12% +492 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,581 $309K 0.23% 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1,580 $309K 0.25% -15 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,542 $309K 0.01% -168 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,579 $309K <0.01% +1,042 13F-HR Timeline Group Trust Co of Kansas More: the full row for Trust Co of Kansas 1,575 $308K 0.15% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,499 $308K 0.02% -22 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,568 $306K 0.03% +563 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 1,559 $305K <0.01% -20,763 13F-HR Timeline Group MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 1,546 $302K 0.04% 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,538 $301K 0.05% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,530 $299K 0.03% +323 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,509 $295K 0.01% -5,852 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 1,506 $294K 0.01% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,505 $294K 0.11% -199 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,500 $294K <0.01% 13F-HR Timeline Group Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 1,500 $293K 0.28% 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,482 $290K <0.01% +169 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,468 $287K 0.01% -168 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,434 $280K 0.02% +86 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,431 $280K 0.02% -65 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,430 $279K 0.01% +11 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,419 $277K <0.01% +68 13F-HR Timeline Group Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 1,410 $276K 0.27% -380 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,404 $274K 0.07% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,399 $273K <0.01% -26 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,398 $273K 0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,389 $271K 0.03% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,386 $271K 0.05% -492 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,379 $268K 0.01% +3 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,334 $264K 0.01% -292 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,346 $263K 0.01% +157 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,337 $261K 0.07% new 13F-HR Timeline Group Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,325 $259K 0.07% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,318 $258K <0.01% +37 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,298 $254K 0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,295 $253K <0.01% -30 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,291 $252K 0.01% -5 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,291 $252K 0.01% -5 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,290 $252K 0.01% -36 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,287 $251K 0.02% new 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,284 $251K 0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,280 $250K 0.02% -42 13F-HR/A Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,261 $246K 0.12% -57 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,280 $244K 0.02% +140 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,240 $242K 0.18% new 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 1,236 $241K 0.21% +5 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,229 $240K <0.01% +46 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,219 $238K 0.01% new 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,210 $236K 0.02% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,199 $234K 0.17% new 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 1,196 $234K <0.01% +59 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,179 $230K 0.03% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,190 $230K 0.08% -5 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,177 $230K 0.01% -88 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,172 $229K 0.04% +8 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,171 $229K 0.06% -36 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,168 $228K 0.01% new 13F-HR/A Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,154 $225K 0.03% -3 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 1,148 $224K 0.07% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,114 $218K 0.01% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,109 $217K 0.03% +60 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,101 $215K 0.01% -12 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,100 $215K 0.15% -700 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,093 $214K 0.14% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,092 $213K 0.01% +100 13F-HR/A Timeline