Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,252 $1.23M <0.01% -1,138 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,195 $1.21M 0.01% -99 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,172 $1.2M <0.01% -289 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,168 $1.2M 0.02% +36 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,159 $1.19M 0.01% +128 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,032 $1.14M 0.01% -11,285 13F-HR Timeline Group LBP AM SA More: the full row for LBP AM SA 2,973 $1.12M 0.01% -50 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,961 $1.12M 0.01% -5,084 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 2,907 $1.1M <0.01% +863 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,906 $1.1M 0.02% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,871 $1.08M <0.01% -24 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,854 $1.08M <0.01% -191 13F-HR Timeline Group Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 2,774 $1.05M 0.02% -325 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,720 $1.03M 0.09% -1,000 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,692 $1.02M 0.2% new 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 2,648 $999K 0.11% -27 13F-HR Timeline Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 2,600 $981K 0.07% new 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,570 $969K 0.01% -363 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,567 $968K 0.03% +401 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 2,566 $968K 0.5% +2,531 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 2,559 $965K 0.02% -162 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,558 $965K <0.01% new 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,534 $956K 0.17% +1,182 13F-HR Timeline KINGDON CAPITAL MANAGEMENT, L.L.C. More: the full row for KINGDON CAPITAL MANAGEMENT, L.L.C. 2,500 $943K 0.15% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,500 $943K 0.24% 0 13F-HR Timeline JAT Capital Mgmt LP More: the full row for JAT Capital Mgmt LP 2,500 $943K 2.04% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,484 $937K <0.01% +175 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 2,469 $931K 0.05% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,452 $925K <0.01% -2,936 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 7,645 $922K 0.04% +4,659 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 2,389 $901K 0.11% -347 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,370 $894K 0.03% +60 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,358 $890K 0.01% +86 13F-HR Timeline Group Oak Thistle LLC More: the full row for Oak Thistle LLC 2,308 $871K 0.13% -759 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,229 $841K 0.01% -2,435 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 2,214 $835K 0.01% +996 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,187 $825K <0.01% -16 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,180 $822K 0.13% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,172 $819K 0.01% -118,285 13F-HR/A Timeline Group CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 2,110 $796K 0.03% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,147 $789K 0.07% +724 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,080 $785K 0.01% +312 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,054 $775K <0.01% new 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,049 $773K 0.01% +436 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,022 $763K 0.01% +27 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 2,004 $756K 0.03% +132 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,000 $754K 0.02% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,956 $738K 0.14% -32 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,904 $718K 0.09% 0 13F-HR Timeline Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 1,900 $717K 0.27% -500 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,880 $709K 0.21% -167 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,875 $707K <0.01% +78 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 1,865 $704K 0.15% 0 13F-HR Timeline GILDER GAGNON HOWE & CO LLC More: the full row for GILDER GAGNON HOWE & CO LLC 1,863 $703K 0.01% +17 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,838 $693K 0.03% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,832 $691K 0.03% +1,374 13F-HR Timeline Group Mount Lucas Management LP More: the full row for Mount Lucas Management LP 1,815 $685K 0.31% -142 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,812 $684K 0.21% +494 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 1,783 $673K 0.01% -320 13F-HR Timeline Group Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 1,766 $666K 0.81% -1,269 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,796 $665K 0.02% +116 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,762 $665K 0.01% +400 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,748 $659K 0.05% -2,526 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,736 $655K 0.01% new 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 1,721 $649K 0.01% +118 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,702 $642K 0.04% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,826 $641K 0.1% -884 13F-HR/A Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 1,694 $639K 0.04% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,694 $639K 0.02% +193 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,688 $637K 0.09% new 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,684 $635K 0.28% -414 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,682 $635K +694 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,676 $632K <0.01% +229 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,671 $630K 0.02% +2 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,652 $623K 0.07% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,625 $613K 0.07% -525 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 1,623 $612K 0.09% +975 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,611 $608K 0.32% -1,898 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,580 $596K 0.08% -7 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 8,821 $589K +4,421 Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 1,550 $585K 0.09% -1,106 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,536 $579K 0.01% -3,221 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,531 $578K 0.01% +124 13F-HR/A Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 1,486 $577K <0.01% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,526 $576K 0.01% +26 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,520 $573K 0.01% 0 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,518 $573K 0.04% -1 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,507 $569K 0.01% -223 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,503 $567K 0.06% +48 13F-HR Timeline Hook Mill Capital Partners, LP More: the full row for Hook Mill Capital Partners, LP 1,498 $565K 0.05% 0 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 1,497 $565K <0.01% -30,537 13F-HR/A Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,495 $564K 0.04% +64 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 1,490 $562K 0.07% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,469 $555K <0.01% -508 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,463 $552K 0.02% -160 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,454 $549K 0.01% +3 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,450 $547K 0.06% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,740 $539K 0.01% +556 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 1,410 $532K 0.1% -4,578 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,405 $530K 0.01% +413 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,376 $519K 0.06% +9 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,364 $514K <0.01% -393 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,338 $505K 0.01% +256 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,336 $504K 0.11% -55 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,313 $495K 0.01% -1,501 13F-HR/A Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,302 $491K 0.01% -45 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,291 $487K 0.06% -1,632 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,584 $486K 0.28% -19 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,282 $484K 0.07% +29 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,260 $475K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,250 $472K <0.01% +119 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,242 $469K 0.01% +109 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,240 $468K 0.01% -8 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 1,221 $461K 0.09% new 13F-HR/A Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 1,203 $454K 0.1% -6,604 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,200 $453K <0.01% +6 13F-HR/A Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,200 $453K <0.01% -163,500 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,189 $449K 0.01% -12 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,175 $443K 0.11% -159 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,173 $442K 0.13% +20 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,117 $442K <0.01% -3,210 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,151 $434K 0.01% -67 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,129 $426K <0.01% +231 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,119 $422K 0.01% -2 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,115 $421K 0.03% +52 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,110 $419K 0.02% -1,385 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,091 $411K <0.01% +178 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,085 $409K 0.23% -115 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,085 $409K 0.05% -64 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 1,069 $403K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,056 $398K 0.02% -118 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,052 $397K 0.05% -700 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,000 $393K 0.01% new 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 1,025 $387K 0.12% new 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,016 $383K 0.17% -70 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,012 $382K 0.01% -8 13F-HR Timeline American Trust More: the full row for American Trust 1,010 $381K 0.03% -160 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 965 $379K 0.02% +508 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 993 $375K 0.11% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 990 $373K <0.01% +217 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 986 $372K 0.06% +94 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 977 $369K 0.04% new 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 977 $369K -4,199 Timeline EWA, LLC More: the full row for EWA, LLC 972 $367K 0.1% +78 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 966 $364K 0.03% -34 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 961 $363K 0.15% -28 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 955 $360K 0.08% +267 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 936 $353K 0.13% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 930 $351K 0.01% +315 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 922 $348K 0.01% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 918 $346K 0.01% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 916 $346K 0.05% -200 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 900 $340K 0.02% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 850 $336K 0.09% -85 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 864 $326K 0.01% +64 13F-HR Timeline Group Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 863 $325K 0.02% new 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 862 $325K 0.06% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 860 $324K 0.02% +91 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 860 $324K 0.06% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 854 $322K 0.15% -1,033 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 841 $317K <0.01% +36 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 841 $317K <0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 826 $311K <0.01% -498 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 813 $307K 0.01% +44 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 804 $303K 0.13% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 802 $303K 0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 796 $300K <0.01% +570 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 791 $298K 0.04% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 788 $297K 0.04% +79 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 785 $296K 0.09% -115 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 775 $292K 0.01% +235 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 771 $291K 0.02% -94 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 770 $290K 0.01% new 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 770 $290K <0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 766 $289K 0.01% +90 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 751 $283K <0.01% -71 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 748 $282K <0.01% +11 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 735 $277K 0.14% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 734 $277K 0.01% +16 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 729 $275K 0.01% +4 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 724 $273K 0.01% -87 13F-HR Timeline Group Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 720 $272K 0.23% new 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 708 $267K 0.06% 0 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 708 $267K 0.05% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 691 $261K 0.01% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 688 $260K 0.03% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 819 $254K 0.01% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 672 $254K 0.03% -17 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 668 $252K 0.04% -16 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 667 $252K 0.16% -80 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 664 $250K 0.02% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 662 $250K <0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 657 $248K 0.01% +9 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 651 $246K 0.02% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 646 $244K 0.03% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 643 $243K 0.1% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 642 $242K 0.03% new 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 640 $241K 0.16% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 636 $240K <0.01% +21 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 636 $240K 0.04% new 13F-HR Timeline