Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,451 $771K 0.01% +75 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,317 $752K 0.01% new 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 5,305 $750K 0.24% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,226 $739K <0.01% -524 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,189 $734K 0.04% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,152 $729K 0.1% -687 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,107 $722K 0.41% -114 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,066 $717K 0.01% +168 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,025 $711K 0.02% -231 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,020 $710K 0.03% +166 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,991 $706K <0.01% +1,088 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,988 $705K 0.02% -250 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,960 $702K 0.01% -167 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 4,955 $701K <0.01% -20,331 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,955 $701K 0.17% -673 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 4,953 $701K 0.03% +344 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 4,950 $700K 0.04% -335 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,000 $698K 0.02% +652 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,871 $689K <0.01% +78 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,802 $679K 0.04% +225 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,799 $679K 0.02% +3,139 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,798 $679K 0.01% -108 13F-HR/A Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,763 $674K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,752 $672K 0.07% +25 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 4,688 $663K 0.08% -186 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,663 $659K 0.03% +1,485 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,651 $658K 0.03% +10 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 4,631 $655K 0.35% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,606 $651K <0.01% +81 13F-HR Timeline Group SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 4,600 $651K 0.2% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,599 $650K 0.01% -256 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,508 $638K 0.01% -395 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,489 $635K 0.01% +808 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,485 $634K <0.01% +429 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,494 $630K 0.1% +13 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,447 $629K 0.03% -905 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,413 $629K 0.46% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,384 $620K 0.04% -489 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,378 $619K 0.03% -51 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,364 $617K 0.02% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,344 $614K 0.15% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,305 $609K 0.1% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,300 $608K 0.04% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,298 $608K 0.01% +363 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,286 $606K 0.02% -662 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,286 $606K <0.01% -489 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,267 $604K <0.01% +2,333 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,252 $601K 0.01% +235 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,247 $601K <0.01% +1,645 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,239 $600K 0.03% +1,004 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 4,157 $583K 0.2% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,105 $581K 0.02% +70 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,102 $580K 0.1% -2,786 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,035 $571K 0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,990 $569K 0.04% +3,838 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 3,992 $565K 0.04% new 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,973 $562K 0.01% +3,362 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,951 $559K 0.01% +66 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,940 $557K 0.01% +45 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,155 $556K 0.02% -1,552 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,921 $555K 0.01% +58 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,907 $553K 0.05% +68 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,909 $551K 0.03% +1,423 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,860 $546K 0.14% -716 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,835 $542K 0.02% +118 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,829 $542K 0.03% +2 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 3,808 $539K 0.4% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 3,777 $538K 0.26% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,764 $532K 0.01% +472 13F-HR/A Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,750 $530K 0.25% -622 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,738 $529K 0.07% +73 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,699 $523K 0.01% -130 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,694 $523K 0.02% +1,207 13F-HR Timeline Group Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,674 $520K 0.01% -1,230 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,668 $519K 0.04% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 3,645 $516K 0.01% new 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,631 $514K 0.03% +690 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,571 $506K <0.01% +1,520 13F-HR Timeline Group Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 3,500 $495K 0.13% 0 13F-HR Timeline Group FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,475 $492K 0.39% -186 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 3,463 $490K <0.01% 0 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 3,433 $489K 0.09% +91 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,444 $487K 0.07% +133 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,420 $484K +6 Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,383 $478K 0.04% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,366 $476K 0.09% +26 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,329 $471K 0.09% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,300 $465K 0.05% +25 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,235 $458K 0.06% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 3,233 $457K 0.03% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,224 $456K 0.01% -676 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 3,198 $451K 0.13% -1,161 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,149 $445K 0.01% +157 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,138 $444K 0.03% +572 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 3,130 $443K 0.12% -25 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,050 $431K 0.01% -1,923 13F-HR Timeline Group Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,048 $431K 0.22% +25 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,045 $431K 0.01% -84 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,013 $426K 0.09% +30 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,007 $425K 0.06% -213 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,000 $424K 0.04% 0 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 3,000 $424K 0.02% 0 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 3,000 $424K 0.01% -600 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,996 $424K 0.1% -77 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 3,005 $423K 0.01% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,958 $418K <0.01% +55 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,954 $418K <0.01% -245 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,909 $415K <0.01% +159 13F-HR/A Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,931 $415K 0.06% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,900 $410K <0.01% -178 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 3,087 $409K 0.18% -1 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,875 $407K <0.01% +300 13F-HR/A Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,877 $406K 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,865 $405K 0.01% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,850 $403K 0.07% +154 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,841 $402K 0.03% +10 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,838 $401K 0.23% +23 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,822 $399K 0.01% +378 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 2,797 $396K 0.11% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,780 $393K 0.01% +26 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,764 $391K 0.02% +747 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 2,722 $385K 0.12% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,721 $385K 0.03% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,684 $380K 0.03% 0 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,656 $376K 0.05% +698 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,606 $369K 0.01% -76 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,603 $368K 0.02% new 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,597 $367K 0.28% +69 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,575 $364K <0.01% +603 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,542 $360K 0.01% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,526 $357K 0.07% +1 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 2,519 $356K +1,902 Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,511 $355K 0.17% -6,996 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,483 $351K 0.08% +13 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,472 $350K 0.11% -325 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,471 $349K 0.01% +84 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 2,465 $349K 0.16% -949 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 2,467 $349K 0.17% 0 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 2,459 $348K 0.05% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,436 $345K 0.02% +1,733 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,433 $344K 0.02% +16 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,421 $342K 0.02% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,421 $342K 0.02% +30 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,416 $342K 0.29% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,402 $340K 0.01% +993 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,401 $340K 0.06% +36 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,363 $334K 0.02% -2 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 2,352 $333K 0.14% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,350 $332K <0.01% +16 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 2,344 $332K 0.26% +3 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,332 $330K 0.02% -560 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 2,326 $329K <0.01% +221 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,302 $328K 0.01% +182 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 2,304 $326K 0.1% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,301 $325K 0.05% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,261 $320K 0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,236 $319K 0.01% +25 13F-HR/A Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,271 $316K 0.01% -23 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,236 $316K 0.03% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,218 $314K 0.02% -46,335 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 16,360 $313K 0.05% new 13F-HR/A Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 2,208 $312K 0.06% +18 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 2,190 $310K 0.08% +1 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,157 $305K 0.05% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,156 $305K <0.01% new 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,132 $304K 0.01% -107 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 2,145 $303K 0.15% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,133 $302K 0.03% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,124 $300K 0.03% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,145 $300K <0.01% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,110 $298K 0.03% -400 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,107 $298K 0.01% -2,010 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,104 $298K 0.01% -80 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 2,100 $297K 0.52% +1 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,095 $296K 0.01% +6 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,083 $295K 0.04% +309 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,077 $294K 0.02% +230 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,060 $291K 0.05% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,053 $290K 0.03% -33 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 2,053 $290K 0.12% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,047 $289K <0.01% +201 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,020 $286K 0.01% -50 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,015 $285K 0.04% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,015 $285K 0.01% -1,123 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 2,005 $284K 0.2% +17 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,000 $283K 0.02% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,988 $281K <0.01% +40 13F-HR Timeline Group Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 1,955 $277K 0.1% 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 1,951 $276K 0.04% new 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 1,948 $276K 0.03% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,946 $275K <0.01% +179 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 1,945 $275K 0.17% -261 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,936 $274K 0.02% -27,248 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,926 $272K 0.05% +39 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,900 $269K <0.01% +10 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,892 $268K 0.01% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,891 $267K <0.01% +224 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,873 $265K 0.01% -209 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,830 $261K 0.06% +3 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,838 $260K 0.03% new 13F-HR Timeline