Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,408 $1.24M 0.28% +2,248 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 3,404 $1.24M 0.97% -339 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 3,384 $1.23M 0.02% +1,806 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 3,377 $1.23M 0.01% -8,166 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 3,350 $1.22M <0.01% -2,229 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 3,325 $1.21M 0.04% 0 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,287 $1.2M 0.01% +596 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,284 $1.2M 0.06% +65 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 3,267 $1.19M 0.02% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,250 $1.19M 0.15% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,245 $1.18M 0.01% +1,577 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 3,438 $1.18M 0.12% new 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 3,231 $1.18M 0.07% +1,167 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 3,258 $1.18M <0.01% -131,919 13F-HR Timeline Group Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 3,218 $1.17M 0.33% +592 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,194 $1.17M 0.26% +47 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 3,189 $1.16M 0.46% -376 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 3,184 $1.16M 0.58% -4,815 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,174 $1.16M 0.04% +721 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 3,140 $1.15M 0.04% +1,640 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,136 $1.14M 0.19% +776 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,127 $1.14M 0.03% -2,702 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,077 $1.12M 0.05% +169 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,008 $1.1M 0.04% +784 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 3,000 $1.09M <0.01% new 13F-HR Timeline Group Spark Investment Management LLC More: the full row for Spark Investment Management LLC 3,000 $1.09M 2.13% new 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 3,000 $1.09M 0.15% new 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,993 $1.09M 0.18% +1,494 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,982 $1.09M 0.13% +54 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 2,947 $1.08M 0.01% -1,566 13F-HR/A Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,928 $1.07M 0.02% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,893 $1.06M 0.01% +2,740 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 2,878 $1.05M 0.39% -950 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 2,807 $1.02M 0.02% new 13F-HR Timeline Group CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 2,800 $1.02M 1.31% new 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 2,777 $1.01M 0.78% +137 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 2,776 $1.01M 0.2% -1,315 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 2,765 $1.01M 0.55% +9 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,689 $981K 0.1% -1,237 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,688 $981K 0.01% new 13F-HR Timeline Group LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 2,662 $971K 0.46% +211 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,657 $969K 0.01% -393 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,640 $963K 0.07% +40 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,637 $962K 0.01% +370 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,627 $958K 0.23% +70 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,617 $955K 0.06% -1,012 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,589 $944K <0.01% +252 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 2,587 $944K 0.21% -104 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,560 $934K 0.06% -1,040 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 2,500 $912K 0.74% 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 2,494 $910K 0.01% -944 13F-HR Timeline NEUMEIER POMA INVESTMENT COUNSEL LLC More: the full row for NEUMEIER POMA INVESTMENT COUNSEL LLC 2,486 $907K 0.06% -21,662 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,484 $906K <0.01% -615 13F-HR Timeline Group Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 2,477 $904K 0.71% -78 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,476 $903K 0.09% -77 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 2,470 $902K 0.03% new 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 2,463 $898K 0.02% -1,681 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 2,450 $894K 0.55% 0 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 2,446 $892K 0.01% -8,481 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,428 $886K 0.05% +2,056 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,407 $878K 0.17% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,405 $877K 0.02% +169 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,397 $874K 0.02% +214 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,378 $867K 0.05% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,374 $866K 0.16% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,367 $863K 0.02% +70 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 2,350 $857K 0.2% 0 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 1,650 $853K 0.02% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,312 $843K 0.03% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,280 $832K 0.01% +165 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 2,252 $822K 0.27% -510 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,243 $818K 0.53% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,245 $818K 0.3% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,220 $810K 0.01% +73 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 2,196 $801K 0.26% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,190 $798K <0.01% -4,010 13F-HR Timeline Group MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 2,182 $796K 0.56% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,142 $781K 0.21% new 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 1,495 $773K 0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,116 $772K 0.1% +54 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 2,090 $762K 0.01% -2,093 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,073 $756K 0.27% -62 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,055 $750K 0.5% -30 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,026 $739K 0.04% -447 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 2,017 $736K <0.01% -611 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,006 $732K <0.01% -442 13F-HR Timeline Group Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 2,001 $730K 0.29% 0 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 2,000 $729K 0.05% -960 13F-HR Timeline Group Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,995 $728K 0.34% +620 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,985 $724K 0.51% -90 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 1,985 $724K 0.39% +635 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,956 $714K <0.01% -939 13F-HR Timeline Group Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,955 $713K 0.38% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,940 $708K 0.14% -392 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 1,919 $699K <0.01% +783 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,906 $695K <0.01% -11,333 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,899 $693K 0.01% +147 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 1,864 $679K 0.12% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,840 $671K 0.02% -10 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,838 $670K 0.03% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,826 $666K 0.21% -637 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,817 $663K 0.02% -87 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,817 $663K 0.03% -8 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,796 $655K 0.05% +520 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 1,784 $651K 0.61% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,755 $640K 0.02% -142 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 1,750 $638K 0.44% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,750 $638K 0.23% +226 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,743 $636K 0.06% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,735 $633K 0.07% -68 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,730 $631K 0.02% -100 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,719 $627K 0.05% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,690 $617K 0.07% -470 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,668 $608K 0.17% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,667 $608K <0.01% +2 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,661 $606K <0.01% +196 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,650 $602K 0.01% -12 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 1,645 $600K 0.31% -1,430 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,636 $597K 0.01% +418 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,634 $596K 0.01% +82 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,628 $594K 0.02% -234 13F-HR Timeline Group TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 1,623 $592K 0.2% +49 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,605 $586K 0.31% +70 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,604 $585K <0.01% -247 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,598 $583K 0.14% +257 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,588 $579K 0.01% +45 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,573 $574K 0.01% -230 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,035 $573K 0.02% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,566 $571K 0.01% +130 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,563 $570K <0.01% +44 13F-HR Timeline Group Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 1,556 $568K 0.36% +158 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,554 $567K 0.01% -144 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,551 $566K <0.01% +8 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,531 $559K 0.02% +81 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,528 $557K 0.12% +26 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,526 $557K 0.01% +498 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,523 $556K 0.03% -1,337 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,519 $554K 0.14% +66 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 1,500 $547K 0.07% -500 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 1,500 $546K 0.04% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,484 $541K 0.15% -6 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,479 $540K 0.01% +344 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,450 $529K <0.01% -346 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,438 $525K 0.01% +684 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,419 $518K 0.02% +1,418 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 1,414 $516K 0.13% +30 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,414 $516K 0.09% -37 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,411 $515K <0.01% +618 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,400 $511K 0.01% +939 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 1,396 $509K 0.13% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,380 $503K 0.33% new 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,375 $502K 0.28% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 1,344 $490K 0.4% +312 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,334 $487K <0.01% +82 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,416 $486K 0.05% +169 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,330 $485K 0.15% +161 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,412 $483K 0.03% +61 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 1,319 $481K <0.01% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,319 $481K 0.01% +14 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 1,317 $480K 0.01% +212 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,308 $477K 0.06% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,300 $474K 0.05% +4 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,293 $472K 0.02% -710 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,293 $471K 0.02% +325 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,295 $471K 0.03% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,261 $460K 0.02% -49 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,253 $457K 0.04% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,244 $453K <0.01% -3,676 13F-HR/A Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,240 $452K 0.02% +1 13F-HR Timeline Group VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 1,239 $452K 0.06% -1,761 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,238 $452K <0.01% +128 13F-HR Timeline Group Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,237 $451K 0.1% -65 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 1,233 $450K 0.42% +200 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,229 $448K <0.01% new 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 1,229 $448K 0.02% -1,321 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 2,473 $444K 0.01% new 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,216 $444K 0.05% -530 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,207 $440K 0.1% -1,503 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 1,207 $440K 0.33% +239 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,200 $438K 0.06% 0 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 1,191 $434K 0.27% -195 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,181 $427K 0.19% 13F-HR Timeline Astoria Portfolio Advisors LLC. 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