Advent International, L.P. in group Advent International, L.P. More: the full row for Advent International, L.P. 1,900 $495K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,896 $494K 0.02% -925 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 1,960 $493K new Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,894 $493K 0.05% -99 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,887 $491K 0.02% -300 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,882 $490K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CX Institutional More: the full row for CX Institutional 1,880 $489K 0.01% +483 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,879 $489K 0.05% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,869 $487K 0.01% -7,614 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,864 $485K 0.02% -932 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,861 $485K 0.21% -336 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,861 $485K 0.05% -109 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,860 $484K 0.05% +125 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,856 $483K 0.03% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,852 $482K 0.16% +700 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,840 $479K 0.19% 0 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,833 $477K 0.02% -2,869 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,667 $472K 0.01% -183 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,808 $471K 0.01% -7 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,797 $468K 0.01% new 13F-HR Timeline Group BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,791 $466K 0.24% -504 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,774 $462K 0.05% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,749 $455K 0.03% -402 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 1,747 $455K 0.23% -17 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,733 $451K 0.01% +26 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,732 $451K 0.01% -483 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,817 $450K 0.15% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,722 $448K 0.01% +14 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,709 $445K 0.01% -149 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,709 $445K 0.03% -593 13F-HR Timeline Group Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,696 $442K 0.19% new 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 1,694 $441K 0.04% -25,032 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 1,790 $440K 0.08% new 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 1,685 $439K 0.13% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,678 $437K 0.01% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,675 $436K <0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,666 $434K 0.02% -174 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,665 $433K 0.01% -4,179 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,636 $426K 0.01% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,634 $425K 0.01% -813 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,615 $421K 0.02% +731 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 1,612 $420K 0.02% -2,798 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,609 $419K 0.08% +1,424 13F-HR/A Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,600 $417K 0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,569 $408K 0.02% -326 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,535 $400K <0.01% -963 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,525 $397K 0.03% -4,658 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,514 $394K 0.22% new 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 1,510 $393K 0.31% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,505 $392K 0.04% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,484 $386K 0.01% -468 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,477 $385K 0.02% new 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 1,472 $383K 0.04% new 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 1,467 $382K 0.05% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,461 $380K 0.02% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,452 $378K 0.13% -440 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,443 $376K 0.01% -485 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,442 $375K 0.07% -493 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,426 $371K 0.03% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,425 $371K 0.01% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,424 $371K 0.01% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,424 $371K 0.1% -3,706 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,420 $370K 0.01% new 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,496 $369K 0.11% -1,128 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,389 $362K 0.09% new 13F-HR/A Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 1,382 $360K 0.09% -615 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,379 $359K <0.01% -1,869 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,379 $359K <0.01% new 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,362 $355K 0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,357 $353K 0.01% new 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 1,350 $351K 0.3% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,338 $348K 0.06% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,326 $345K 0.07% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,319 $343K 0.01% -5,901 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,318 $343K 0.05% -721 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,315 $342K 0.22% new 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 1,310 $341K 0.01% -17,000 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,309 $341K 0.04% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,296 $337K 0.24% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,286 $335K 0.02% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,281 $334K 0.02% -1,239 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,276 $332K 0.17% -471 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 1,274 $332K <0.01% new 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 1,264 $329K 0.04% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,251 $326K 0.07% new 13F-HR Timeline Group Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 1,247 $325K 0.21% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,230 $320K 0.04% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,213 $316K 0.02% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,212 $316K 0.02% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,204 $313K 0.01% +159 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,200 $312K 0.02% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,198 $312K 1.21% -67 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,195 $311K 0.04% new 13F-HR/A Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,195 $311K 0.03% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,191 $310K 0.03% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,191 $310K 0.04% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,186 $309K <0.01% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,185 $309K 0.07% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,179 $307K 0.09% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,178 $307K <0.01% +282 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,153 $300K 0.05% new 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 1,145 $298K 0.13% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,141 $297K 0.02% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,132 $295K 0.01% new 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,130 $294K 0.09% new 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,123 $292K 0.22% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,122 $292K 0.05% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,116 $291K 0.01% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,116 $291K 0.16% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,116 $290K <0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,110 $289K 0.1% +30 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,106 $288K 0.03% +191 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,103 $287K 0.02% +381 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,103 $287K 0.15% new 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 1,099 $286K <0.01% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,486 $284K 0.07% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,072 $279K 0.02% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,072 $279K 0.01% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,055 $275K 0.08% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,048 $273K 0.02% new 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,047 $273K 0.02% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,046 $272K 0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,037 $270K 0.02% +43 13F-HR Timeline Group Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,035 $269K 0.02% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,032 $269K <0.01% new 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,024 $267K 0.03% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,018 $265K 0.02% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,017 $265K 0.03% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,014 $264K 0.03% new 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 1,011 $263K 0.09% -909 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,012 $263K 0.03% new 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 1,000 $260K 0.04% new 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 1,000 $260K 0.07% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,000 $260K 0.04% +975 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 1,000 $260K 0.15% new 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 1,000 $260K 0.15% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 999 $260K 0.03% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 998 $260K <0.01% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 998 $260K 0.05% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 998 $260K <0.01% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 994 $259K 0.04% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 993 $259K 0.04% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 987 $257K 0.03% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 982 $256K 0.05% new 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 981 $256K 0.21% 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 979 $255K 0.01% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 978 $255K 0.01% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 967 $252K 0.06% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 964 $251K 0.05% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 959 $250K 0.08% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,847 $249K <0.01% -1,038 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 957 $249K 0.02% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 956 $249K <0.01% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 950 $247K <0.01% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 949 $247K 0.04% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 947 $247K 0.01% new 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 940 $245K 0.15% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 934 $243K 0.14% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 912 $237K 0.03% new 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 912 $237K 0.14% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 909 $237K 0.01% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 903 $235K <0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 901 $235K 0.13% +6 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 898 $234K 0.07% new 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 897 $234K 0.05% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 895 $233K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 894 $233K 0.05% -16 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 893 $233K 0.03% +691 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 892 $232K 0.05% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 891 $232K 0.02% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 890 $232K 0.02% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 890 $232K 0.04% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 885 $230K 0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 884 $230K 0.01% new 13F-HR Timeline SYMMETRY PEAK MANAGEMENT LLC More: the full row for SYMMETRY PEAK MANAGEMENT LLC 875 $228K 4.98% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 875 $228K <0.01% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 871 $227K 0.02% new 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 870 $227K 0.11% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 865 $225K <0.01% new 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,621 $224K 0.03% -1,631 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 861 $224K 0.01% -50 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 860 $224K 0.03% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 884 $223K 0.02% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 857 $223K 0.01% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 858 $223K 0.05% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 854 $222K 0.01% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 824 $222K 0.11% new 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 849 $221K 0.17% -1 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 846 $220K <0.01% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 844 $220K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 842 $219K 0.1% -290 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 839 $219K 0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 837 $218K <0.01% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 796 $218K 0.01% new 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 833 $217K 0.07% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 833 $217K <0.01% new 13F-HR Timeline Ahara Advisors LLC More: the full row for Ahara Advisors LLC 821 $214K 0.14% new 13F-HR/A Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 807 $210K new Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 794 $210K 0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 803 $209K 0.01% new 13F-HR Timeline