Wedmont Private Capital More: the full row for Wedmont Private Capital 4,138 $578K 0.02% +107 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,118 $577K 0.12% -122 13F-HR/A Timeline Versor Investments LP More: the full row for Versor Investments LP 4,114 $576K 0.1% -320 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,103 $575K 0.01% +1,670 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 4,100 $574K 0.28% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,083 $572K <0.01% -744 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,971 $556K 0.04% -546 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,927 $550K 0.05% -6,113 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,894 $546K 0.01% -1,152 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 3,907 $545K 0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,875 $543K <0.01% +582 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,873 $543K <0.01% -1,604 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,842 $538K 0.02% new 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,811 $534K 0.07% -52 13F-HR Timeline WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 3,788 $528K <0.01% +401 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,751 $526K 0.04% +662 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,749 $525K 0.12% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,708 $520K 0.07% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,710 $520K 0.01% +3,137 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,702 $519K 0.01% -1,103 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,686 $516K 0.18% +1,205 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,685 $516K 0.01% 0 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,670 $514K 0.14% +1,510 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,654 $512K <0.01% -2,692 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 3,608 $506K <0.01% +354 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,605 $505K 0.16% +45 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,601 $502K 0.01% -7,863 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,574 $501K 0.18% +601 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,533 $495K 0.01% -162 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,475 $487K 0.11% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,469 $486K 0.03% +12 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 3,455 $484K 0.16% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,422 $479K 0.01% -1,835 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,419 $479K 0.16% +28 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,996 $470K 0.04% +83 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 3,278 $459K <0.01% 0 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,276 $459K 0.04% +1,624 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,270 $458K 0.06% +705 13F-HR/A Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,268 $458K 0.12% +758 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,237 $454K 0.06% +465 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,235 $453K 0.06% -209 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,231 $453K 0.02% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,185 $446K 0.06% -32 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,175 $445K 0.01% -2,050 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,166 $444K 0.02% +220 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,152 $442K 0.35% +500 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,147 $441K 0.03% -169 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,144 $441K 0.01% +163 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,130 $439K 0.14% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,130 $439K 0.02% +7 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,098 $434K 0.03% -155 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,089 $433K 0.24% +1,459 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,079 $432K 0.01% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,081 $432K 0.02% -63 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,072 $430K 0.03% -42,000 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 3,070 $430K 0.41% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,061 $429K 0.02% -886 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,046 $427K +118 Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 3,000 $420K 0.02% 0 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 2,956 $414K 0.3% +171 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,954 $414K 0.01% +52 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,949 $413K 0.01% -78 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 2,926 $410K 0.01% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,922 $409K 0.08% -85 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,908 $407K 0.05% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,899 $406K 0.02% +157 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,896 $406K 0.07% -208 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,885 $404K 0.01% +19 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,875 $403K 0.05% -3,383 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,828 $396K 0.09% +2,530 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 2,825 $396K 0.12% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,797 $392K 0.02% 0 13F-HR/A Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,708 $379K 0.01% -15 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,707 $379K 0.01% +437 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,700 $378K 0.01% +291 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 2,700 $378K 0.36% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,685 $376K 0.01% -8,658 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,637 $369K 0.02% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,633 $369K 0.05% +564 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,596 $364K 0.01% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,591 $363K 0.01% -267 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,590 $363K 0.02% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,573 $361K 0.01% -240 13F-HR/A Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,545 $357K 0.01% +328 13F-HR/A Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,538 $356K 0.1% -1,445 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 2,534 $355K 0.01% -363 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 2,520 $353K 0.23% -61 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 2,515 $352K 0.25% 0 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,497 $350K <0.01% +1,027 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,458 $344K 0.04% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,456 $344K 0.02% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,432 $341K 0.02% +66 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,409 $338K 0.01% +252 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,337 $327K <0.01% +508 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,319 $325K <0.01% +44 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,313 $324K <0.01% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,294 $321K <0.01% -2,488 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,291 $321K 0.1% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,288 $321K 0.03% +2 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,284 $320K 0.01% 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,261 $317K <0.01% +156 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,234 $313K 0.03% +174 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 2,234 $313K 0.04% -1,414 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,225 $312K 0.01% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,210 $310K 0.03% -34 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,199 $308K 0.01% -1 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,194 $307K 0.08% +661 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,187 $306K 0.01% +75 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,180 $305K 0.01% -58 13F-HR Timeline Group Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 2,133 $299K 0.26% -55 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,119 $297K 0.03% -471 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,099 $294K 0.03% -171 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,071 $290K 0.01% +301 13F-HR/A Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,066 $289K 0.01% -103 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,020 $283K 0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,017 $283K 0.03% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,007 $281K 0.02% +79 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,000 $280K 0.05% 0 13F-HR/A Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,997 $280K 0.01% +39 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,984 $278K 0.03% -79 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,979 $278K 0.01% new 13F-HR Timeline Group TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,979 $277K 0.01% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,953 $274K 0.03% -419 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,930 $270K 0.02% -167 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,895 $266K 0.02% +76 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,895 $266K <0.01% -13 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,886 $264K 0.03% -51 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,073 $264K 0.01% -123 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,884 $264K 0.07% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,882 $264K <0.01% +73 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,879 $263K 0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,870 $262K 0.01% -6,162 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,865 $261K <0.01% -149 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,846 $259K 0.02% -183 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,844 $258K 0.01% -279 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,837 $257K <0.01% -1,211 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,836 $257K <0.01% +48 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,833 $257K <0.01% -686 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,768 $248K 0.04% -53 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,756 $246K 0.13% +5 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,756 $246K 0.01% -1 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,740 $244K 0.01% -106 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,737 $243K 0.02% +172 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,728 $242K 0.18% -117 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,723 $241K 0.01% -152 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,717 $241K 0.01% 0 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,716 $240K 0.02% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,713 $240K 0.05% -10 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 1,712 $240K 0.04% +35 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,711 $240K 0.02% -147 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 1,708 $239K 0.06% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,701 $238K 0.01% +286 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,700 $238K 0.12% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,695 $238K 0.01% +725 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,681 $235K <0.01% +64 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,674 $235K 0.09% -16 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,673 $234K 0.02% -24 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,667 $234K <0.01% -33 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,640 $230K 0.06% +100 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,642 $229K <0.01% +146 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,631 $229K 0.01% -68 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 1,629 $228K 0.18% -252 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,621 $227K 0.01% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,614 $226K 0.02% -151 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 1,613 $226K 0.03% +36 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,613 $226K 0.03% +26 13F-HR/A Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,603 $225K 0.08% -2 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1,600 $224K 0.01% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,598 $224K 0.08% 0 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,594 $223K <0.01% -28 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 1,589 $223K 0.06% +3 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,576 $221K 0.01% -492 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,576 $221K 0.16% -518 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,573 $220K 0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,564 $219K 0.01% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,557 $218K 0.08% new 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 1,547 $217K 0.1% -103 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,546 $217K 0.01% -3,456 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,535 $215K <0.01% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,530 $214K 0.02% -7,959 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,515 $212K 0.07% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,501 $210K 0.02% new 13F-HR Timeline GFI Investment Counsel Ltd. More: the full row for GFI Investment Counsel Ltd. 1,500 $210K 0.02% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,491 $209K 0.01% -135 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,491 $209K 0.04% -70 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,484 $208K 0.01% new 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 1,477 $207K 0.11% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,471 $206K 0.11% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,470 $206K 0.03% -167 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 1,469 $206K 0.05% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,465 $205K 0.11% -70 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 1,455 $204K 0.02% new 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,446 $203K 0.06% -865 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,443 $202K 0.02% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,439 $202K 0.01% new 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 1,436 $201K 0.05% new 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,430 $200K 0.01% new 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,390 $195K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,284 $179K 0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,264 $177K 0.03% -49 13F-HR Timeline Group