Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,625 $744K 0.01% +2,631 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 4,600 $740K 0.51% -2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,582 $737K 0.02% +1,121 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 4,544 $731K 0.19% -102 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,530 $729K <0.01% +366 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,419 $711K 0.06% -12 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,408 $709K 0.05% +59 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 4,403 $708K 0.03% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,397 $707K 0.06% -1,867 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 4,376 $704K 0.01% 13F-HR/A Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,329 $696K 0.24% +122 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,321 $695K 0.04% +485 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,303 $692K 0.04% +955 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,266 $686K 0.01% +1 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,253 $684K 0.03% -31,672 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 4,196 $675K 0.12% -112 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,176 $671K 0.02% -301 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 4,100 $659K 0.29% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,823 $656K 0.02% -91 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,023 $647K 0.04% +16 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,007 $644K <0.01% 0 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,994 $642K 0.09% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,963 $637K 0.01% +305 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,934 $633K 0.01% +249 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,911 $629K 0.02% -169 13F-HR Timeline Group Versor Investments LP More: the full row for Versor Investments LP 3,890 $625K 0.1% -1,245 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,877 $623K 0.23% -124 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,872 $623K 0.11% -680 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,830 $616K 0.03% new 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 3,826 $615K 0.45% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,751 $603K 0.02% -55 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 3,749 $603K 0.01% -372 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,739 $601K 0.02% -22,220 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 3,716 $597K 0.18% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,699 $595K 0.07% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,698 $595K 0.02% -2,174 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,475 $592K 0.11% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,674 $591K 0.28% -1,128 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,662 $589K 0.07% -31 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,649 $587K 0.01% +1,421 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,636 $585K <0.01% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,623 $583K 0.01% +456 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,571 $574K 0.07% +188 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,497 $562K 0.07% +27 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 3,455 $556K 0.17% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,440 $553K 0.01% +54 13F-HR Timeline Group Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 3,400 $547K 0.18% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,393 $546K 0.01% +2,580 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,366 $541K 0.12% +72 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,359 $540K 0.04% -127 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,130 $530K <0.01% 0 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 $527K 0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,257 $524K <0.01% +1 13F-HR Timeline Group AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 3,229 $519K 0.01% -7,778 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,220 $518K 0.02% +433 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,205 $515K 0.07% -5 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,204 $515K 0.2% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,184 $512K 0.02% -19 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,152 $507K 0.04% -9,164 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,152 $507K 0.28% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,139 $505K 0.02% -54 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,135 $504K 0.05% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,124 $502K 0.01% +944 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,079 $495K 0.01% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,078 $495K 0.02% +233 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,077 $495K <0.01% -379 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,072 $494K 0.03% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 3,070 $494K 0.48% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,069 $493K 0.01% +119 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,028 $487K 0.01% 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,023 $486K 0.04% +273 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,999 $482K 0.21% -1,525 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 2,992 $481K 0.02% 13F-HR/A Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,966 $477K 0.3% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,955 $475K 0.01% +9 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,955 $475K 0.03% -136 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 2,951 $474K 0.29% -5 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 2,940 $473K 0.02% +406 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 3,348 $472K 0.04% 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,929 $471K 0.04% +869 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 2,926 $470K 0.01% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,922 $470K 0.09% 0 13F-HR/A Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,907 $467K 0.02% +95 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,905 $467K 0.07% -44 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 2,903 $467K 0.16% 13F-HR/A Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 2,887 $464K 0.41% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,875 $462K 0.01% +419 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,865 $461K 0.06% -597 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,855 $459K 0.04% -4,921 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,846 $458K 0.15% +2,322 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 2,825 $454K 0.13% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,816 $453K 0.01% -194 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,652 $451K 0.03% +29 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,784 $448K -69 Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,760 $444K 0.01% +13 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 2,760 $444K 0.18% 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,721 $438K 0.01% +14 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 2,700 $434K 0.35% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,696 $433K 0.05% +29 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,690 $433K 0.01% +367 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,673 $430K 0.01% +238 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,660 $428K 0.01% +1 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,637 $424K 0.02% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,635 $424K 0.01% +39 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,634 $424K 0.03% -420 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,609 $420K 0.01% +232 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,584 $415K 0.05% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,550 $410K <0.01% -5,618 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,540 $408K 0.01% -176 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,484 $399K 0.02% +15 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,483 $399K 0.26% +2,196 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,480 $399K 0.01% +1,135 13F-HR/A Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 2,475 $398K 0.27% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,469 $397K 0.02% +5 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,456 $395K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,454 $394K <0.01% +559 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,429 $391K <0.01% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,416 $388K 0.04% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,411 $388K <0.01% +545 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,403 $386K <0.01% -76 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,393 $385K 0.01% +181 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,359 $379K 0.01% -15,897 13F-HR Timeline WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 2,318 $379K <0.01% -1,607 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,351 $378K 0.04% +51 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,340 $376K 0.01% -1,502 13F-HR/A Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,339 $376K 0.01% -2,944 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,329 $375K <0.01% -927 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,326 $374K <0.01% +1,705 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,297 $369K 0.05% +9 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,295 $369K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,292 $369K 0.03% +48 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,289 $368K 0.09% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,266 $364K 0.01% -355 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,257 $363K 0.06% +721 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,250 $362K 0.01% +1 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,244 $361K <0.01% +428 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,229 $358K 0.08% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,221 $357K 0.03% +189 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,190 $352K 0.08% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,189 $352K 0.17% -68 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,178 $350K 0.01% +92 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,143 $345K 0.13% +646 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,125 $342K <0.01% +11 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,122 $341K 0.01% -349 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,102 $338K 0.01% +55 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,095 $337K 0.08% -2,914 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,082 $335K <0.01% +126 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 2,072 $333K 0.23% -170 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,056 $331K 0.02% +267 13F-HR/A Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,029 $326K 0.01% -686 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,915 $326K 0.01% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,004 $322K 0.01% -189 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,000 $322K 0.05% -74 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,998 $321K 0.01% -14 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,984 $319K 0.03% -13 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,967 $316K 0.04% -50 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,953 $314K 0.12% -535 13F-HR Timeline Group Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,944 $313K 0.03% +10 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,915 $308K 0.01% +364 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,913 $308K 0.01% +22 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,912 $307K 0.01% +50 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,910 $307K 0.02% +42 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 1,909 $307K 0.25% 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,901 $306K 0.01% -13,808 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,884 $303K 0.2% +175 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,857 $299K <0.01% +21 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,833 $295K 0.03% new 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 1,832 $295K <0.01% -372 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,826 $294K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,820 $293K <0.01% +309 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,802 $290K 0.02% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,791 $288K <0.01% +1,295 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,784 $287K 0.01% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,672 $286K 0.06% -619 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,770 $285K 0.07% +130 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,768 $284K 0.03% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,768 $284K 0.06% +232 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,758 $283K 0.06% -33 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,753 $282K 0.04% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,744 $280K 0.01% -6,068 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,739 $280K 0.01% +37 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 1,729 $278K 0.2% +100 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,725 $277K 0.01% 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,722 $277K 0.01% +91 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,710 $275K 0.01% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,702 $274K 0.04% +89 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,700 $273K 0.05% -30 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,700 $273K 0.12% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,693 $272K 0.03% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,692 $272K 0.02% -85 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,688 $271K 0.01% +115 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,679 $270K 0.01% +8 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,675 $269K 0.08% 13F-HR Timeline Group PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 1,670 $269K 0.01% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,664 $268K 0.03% +33 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,653 $266K 0.01% -527 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,651 $265K <0.01% new 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 1,547 $263K 0.1% -1 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,631 $262K 0.01% +1 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,630 $262K 0.05% new 13F-HR Timeline