Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 851 $455K 0.01% +27 13F-HR Timeline Group Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 849 $454K 0.06% 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 842 $450K 0.13% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 842 $450K <0.01% +252 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 843 $448K 0.08% +204 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 836 $447K 0.11% -182 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 836 $447K 0.21% -308,175 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 822 $440K 0.06% -84 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 817 $437K <0.01% -41 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 814 $436K <0.01% -25 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 814 $435K 0.04% -7 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 807 $432K 0.01% -10 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 801 $428K <0.01% new 13F-HR Timeline Group UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 800 $428K <0.01% -100 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 797 $427K 0.02% +44 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 680 $427K 0.35% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 795 $425K 0.19% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 794 $425K 0.01% -303 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 791 $423K <0.01% -6 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 787 $421K 0.18% -63 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 787 $421K 0.01% +78 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 782 $418K <0.01% -7 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 782 $418K 0.02% +32 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 780 $417K 0.06% 0 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 772 $413K 0.01% 0 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 770 $412K 0.09% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 765 $409K 0.04% +530 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 765 $409K 0.02% -282 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 763 $408K 0.02% -140 13F-HR Timeline Group Olympiad Research LP More: the full row for Olympiad Research LP 760 $407K 0.66% -459 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 749 $401K 0.02% -58 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 746 $399K 0.12% +82 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 744 $398K 0.03% +68 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 742 $397K 0.2% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 742 $397K 0.02% +97 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 741 $396K 0.02% new 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 736 $394K 0.15% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 731 $391K 0.12% +78 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 726 $388K 0.1% +53 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 725 $388K 0.18% +4 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 725 $388K 0.06% +42 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 818 $386K 0.02% +41 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 721 $386K 0.06% +24 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 720 $385K 0.04% -51 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 712 $381K 0.02% -6 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 710 $380K 0.03% +100 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 715 $380K 0.2% +5 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 700 $379K 0.1% +19 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 612 $378K 0.18% -58 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 707 $378K 0.09% +4 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 704 $377K 0.01% 0 13F-HR Timeline Group 1776 Wealth LLC More: the full row for 1776 Wealth LLC 700 $374K 0.15% new 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 698 $373K 0.07% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 695 $372K 0.03% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 691 $370K <0.01% +269 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 687 $367K 0.1% new 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 636 $365K 0.01% +151 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 681 $364K 0.02% -245 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 677 $362K 0.08% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 673 $360K 0.06% -480 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 669 $358K 0.34% -287 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 565 $356K 0.13% -40 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 664 $355K <0.01% -3,237 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 661 $354K 0.02% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 660 $353K 0.07% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 658 $352K <0.01% -11 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 657 $351K 0.18% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 656 $351K 0.04% +1 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 654 $350K 0.01% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 651 $348K 0.07% -4 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 643 $344K 0.01% -7 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 546 $343K 0.15% -50 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 640 $343K 0.09% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 640 $342K 0.13% new 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 633 $339K 0.61% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 628 $336K 0.03% new 13F-HR/A Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 626 $335K <0.01% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 625 $334K 0.04% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 620 $332K 0.01% new 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 619 $331K <0.01% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 619 $331K 0.03% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 599 $330K 0.05% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 617 $330K 0.12% -48 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 520 $329K 0.01% new 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 613 $328K 0.17% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 608 $325K <0.01% new 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 607 $325K 0.03% +38 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 607 $325K 0.01% +9 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 605 $324K 0.02% new 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 605 $324K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 605 $324K 0.02% -15 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 600 $321K 0.09% 0 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 600 $321K 0.07% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 600 $321K 0.09% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 590 $316K 0.29% -84 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 578 $309K 0.04% -105 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 577 $309K 0.18% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 573 $306K 0.03% -40 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 573 $306K 0.19% -4 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 571 $306K 0.13% +73 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 567 $303K 0.12% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 561 $300K 0.01% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 560 $300K 0.06% 0 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 556 $297K 0.03% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 551 $295K 0.01% -3 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 545 $292K <0.01% 0 13F-HR Timeline Group CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 545 $291K 0.09% -1,416 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 543 $290K 0.02% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 543 $290K <0.01% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 542 $290K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 541 $289K <0.01% +9 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 539 $288K 0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 537 $287K <0.01% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 531 $284K 0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 529 $283K <0.01% -14 13F-HR/A Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 520 $278K 0.03% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 519 $278K 0.25% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 517 $277K 0.16% +1 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 504 $276K 0.01% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 514 $275K 0.09% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 510 $273K 0.02% new 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 507 $271K 0.06% new 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 505 $270K 0.13% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 505 $270K 0.01% +7 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 503 $269K 0.01% new 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 500 $267K 0.03% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 498 $266K 0.04% new 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 492 $263K 0.1% new 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 490 $262K <0.01% +154 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 486 $260K 0.02% new 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 485 $259K 0.25% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 484 $259K <0.01% new 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 472 $252K 0.05% -314 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 472 $252K 0.03% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 469 $251K <0.01% new 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 467 $250K 0.01% 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 464 $248K 0.1% -214 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 463 $247K 0.09% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 462 $247K 0.01% new 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 459 $245K 0.08% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 453 $243K 0.02% new 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 454 $243K 0.2% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 449 $240K <0.01% new 13F-HR Timeline Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 447 $239K 0.13% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 443 $237K 0.15% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 383 $236K 0.11% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 443 $235K 0.11% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 439 $235K 0.03% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 439 $235K <0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 439 $235K 0.02% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 438 $234K 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 438 $234K 0.04% new 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 437 $234K 0.04% -108 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 431 $231K 0.01% -654 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 429 $229K 0.17% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 428 $229K <0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 427 $228K 0.01% -5,715 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 423 $226K 0.04% 0 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 422 $226K 0.01% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 418 $224K 0.1% new 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 416 $223K 0.02% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 414 $221K 0.02% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 412 $221K 0.01% -275 13F-HR Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 410 $219K 0.15% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 407 $218K 0.01% -193 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 404 $216K 0.13% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 341 $215K 0.01% new 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 401 $214K 0.14% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 400 $214K 0.08% -20 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 397 $212K 0.02% new 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 396 $212K 0.09% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 394 $211K 0.02% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 392 $210K <0.01% +156 13F-HR Timeline Group MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 392 $210K <0.01% new 13F-HR Timeline Group Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 392 $210K 0.05% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 389 $208K 0.01% -29 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 386 $207K 0.01% -768 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 386 $207K 0.01% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 384 $205K <0.01% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 373 $204K 0.09% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 381 $204K 0.04% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 378 $202K 0.02% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 352 $188K 0.01% -1,594 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 349 $187K 0.03% +40 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 340 $182K <0.01% new 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 339 $181K <0.01% +106 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 331 $177K 0.01% -105 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 330 $177K 0.01% +14 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 324 $173K 0.05% +252 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 313 $167K <0.01% +71 13F-HR/A Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 312 $167K 0.02% +33 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 309 $165K <0.01% -41 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 308 $164K 0.04% +20 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 282 $151K 0.02% +5 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 267 $143K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 258 $138K <0.01% 0 13F-HR/A Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 248 $133K 0.07% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 290 $132K 0.01% -194 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 241 $129K <0.01% +16 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 234 $125K <0.01% +26 13F-HR Timeline Group