FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 6,210 $639K 0.02% -1,153 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,863 $637K 0.01% -292 13F-HR/A Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 5,857 $635K 0.38% -10 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,833 $634K 0.02% new 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 5,727 $632K 0.29% new 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 5,805 $630K 0.02% +145 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 4,104 $624K 0.08% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,728 $622K 0.02% +1,416 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 5,715 $621K 0.45% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,683 $617K 0.04% +65 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 5,997 $611K 0.36% +2,872 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 5,610 $609K 0.4% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,568 $605K 0.01% +598 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 5,565 $604K 0.03% -22 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,550 $603K 0.21% +183 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,530 $601K 0.03% +2,804 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,487 $596K 0.04% -602 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,478 $595K <0.01% -599 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,409 $587K <0.01% +693 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 5,350 $581K 0.31% -1,000 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 5,350 $581K 0.12% 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,000 $580K 0.01% 0 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 5,335 $579K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,331 $579K 0.01% +2,521 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,291 $575K <0.01% +618 13F-HR Timeline Group Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 5,237 $569K 0.12% -9,473 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5,181 $563K 0.31% +2,239 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 5,149 $559K 0.08% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,131 $557K 0.01% +1,696 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,104 $554K 0.03% +2,552 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 5,096 $553K 0.06% new 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 5,020 $544K 0.01% new 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 5,000 $543K 0.06% 0 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 5,000 $543K 0.07% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 5,000 $543K 0.11% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,978 $541K 0.01% -2,887 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 4,955 $538K 0.24% -4,050 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 4,950 $538K 0.02% 0 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 4,877 $530K 0.53% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,874 $529K 0.01% +825 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,858 $528K <0.01% +219 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 4,860 $527K 0.52% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,850 $527K 0.02% +1,442 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 4,844 $526K 0.1% -6,708 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,781 $519K 0.01% -1,940 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 4,723 $513K 0.01% -1,947 13F-HR/A Timeline IFS Group,LLC More: the full row for IFS Group,LLC 4,580 $497K 0.44% 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,549 $494K <0.01% -965 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,508 $490K <0.01% +594 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 4,490 $488K <0.01% 13F-HR Timeline Group HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,960 $487K 0.17% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,479 $486K 0.01% +2,092 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 4,419 $480K 0.23% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,390 $477K 0.02% -456 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,331 $470K 0.04% +1,127 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,319 $469K 0.02% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,281 $465K 0.02% -19,534 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 4,262 $463K 0.17% -4,357 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,258 $462K <0.01% -196 13F-HR/A Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 6,205 $462K 0.11% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,242 $461K 0.01% +397 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,202 $456K <0.01% 0 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 4,200 $456K 0.01% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,183 $454K 0.01% -3,538 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,145 $450K 0.04% new 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 4,142 $450K 0.14% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,136 $449K <0.01% -231 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,051 $440K 0.02% +1,803 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 4,028 $437K 0.21% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,250 $437K 0.38% new 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 4,250 $437K 0.38% 0 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 4,000 $434K 0.14% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,972 $431K 0.01% -558 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 3,926 $426K 0.33% -2,925 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,863 $420K 0.03% +15 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 3,853 $418K 0.03% new 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 3,831 $416K 0.25% -630 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,583 $413K 0.02% +208 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 3,802 $413K 0.02% -1,321 13F-HR Timeline Group Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 3,698 $402K 0.08% -23 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,661 $398K 0.1% -5,188 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 3,590 $390K 0.14% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,573 $388K 0.05% +184 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,560 $387K <0.01% +107 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 3,018 $382K 0.06% +34 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,497 $380K 0.03% +617 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,482 $378K 0.01% +99 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,437 $373K 0.03% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 3,428 $372K 0.09% -300 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,414 $371K <0.01% +134 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,332 $370K 0.03% -323 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,398 $369K 0.04% -670 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,377 $367K 0.01% +32 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,373 $366K 0.01% new 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,350 $364K 0.04% -1,043 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,339 $363K 0.05% -90 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,944 $362K 0.06% +21 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,304 $359K <0.01% +1,162 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,300 $358K 0.01% 0 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,293 $358K 0.01% +89 13F-HR Timeline Group Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 3,273 $356K -2,350 Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 3,200 $348K 0.04% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,184 $346K 0.02% -108 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,149 $342K 0.02% -670 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,137 $341K 0.05% new 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 3,112 $338K 0.03% 13F-HR Timeline Group WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 3,110 $338K <0.01% new 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 3,087 $335K 0.09% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,082 $335K 0.07% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,081 $335K 0.02% -200 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,077 $334K 0.01% new 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 3,067 $333K 0.04% -31,419 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 3,065 $333K 0.1% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,063 $333K 0.01% -1,509 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,023 $328K 0.02% +69 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,000 $326K 0.01% 0 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 3,000 $326K 0.06% new 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,000 $326K 0.06% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,966 $323K <0.01% -5,539 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,907 $316K 0.01% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,896 $315K 0.04% +430 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,834 $308K 0.1% -3,586 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,833 $308K 0.05% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,829 $307K 0.07% -921 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,811 $305K 0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,805 $305K <0.01% -8,814 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,780 $302K 0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,718 $295K 0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,700 $293K <0.01% -14 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 2,690 $292K 0.24% new 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 2,690 $292K 0.2% -500 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,642 $287K 0.01% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,641 $287K 0.02% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,640 $287K 0.01% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,635 $286K 0.04% -225 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 2,627 $285K <0.01% 0 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,625 $285K 0.02% -75 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,619 $284K 0.04% -224 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,610 $283K 0.02% -1,245 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,605 $283K 0.04% 0 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 2,550 $277K 0.05% new 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,548 $277K 0.03% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,819 $275K <0.01% -109 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 2,532 $275K 0.1% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,539 $275K <0.01% new 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 2,496 $271K 0.1% +60 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,490 $270K 0.01% -540 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 2,458 $267K 0.04% -273 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,451 $266K <0.01% +6 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,450 $266K 0.02% -267 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 2,429 $264K 0.05% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,420 $263K 0.01% -21 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,407 $261K 0.01% +44 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,406 $261K <0.01% -116 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 2,403 $261K 0.04% new 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,400 $261K 0.13% new 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 2,374 $258K 0.01% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,350 $255K 0.1% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,347 $255K 0.02% -1,630 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,320 $252K 0.04% +381 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,317 $252K 0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,304 $250K 0.01% -30 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 2,292 $249K 0.08% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,421 $249K 0.02% -5,491 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,269 $246K <0.01% +239 13F-HR Timeline Group Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 2,244 $244K 0.08% -978 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 2,225 $242K 0.15% 0 13F-HR Timeline Group Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 2,220 $241K 0.1% -14,576 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,187 $238K <0.01% 0 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,170 $236K 0.16% new 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 2,170 $236K 0.13% new 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,168 $236K 0.1% -100 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 2,133 $235K 0.1% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,160 $235K 0.01% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,152 $234K 0.01% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,146 $233K 0.01% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,140 $232K 0.12% -2,015 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,140 $232K 0.01% new 13F-HR/A Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,138 $232K 0.15% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,135 $232K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,122 $230K 0.02% +365 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 2,117 $230K 0.01% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,116 $230K <0.01% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,108 $229K 0.02% new 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 2,102 $228K 0.03% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,101 $228K 0.01% -518 13F-HR/A Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,097 $228K <0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,100 $228K 0.04% +600 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,091 $227K 0.02% -1,986 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,089 $227K 0.05% 0 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. 2,067 $224K <0.01% new 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,051 $223K <0.01% +667 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,049 $222K <0.01% -577 13F-HR Timeline Group RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 2,028 $220K 0.05% new 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,025 $220K 0.12% new 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 2,023 $220K 0.14% new 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,019 $219K 0.04% new 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 2,000 $217K 0.2% new 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 2,000 $217K 0.05% new 13F-HR Timeline Kovack Advisors, Inc. 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