BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 15,294 $3.09M 0.31% new 13F-HR Timeline Valence8 US LP More: the full row for Valence8 US LP 15,071 $3.04M 1.01% -31,486 13F-HR Timeline Parametrica Management Ltd in group Parametrica Management Ltd More: the full row for Parametrica Management Ltd 15,000 $3.03M 2.37% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 14,975 $3.02M <0.01% +5,801 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 15,008 $3.02M 0.37% 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 14,940 $3.02M 1.41% +1,136 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 14,839 $3M 2.14% +12,534 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 14,750 $2.98M 0.01% +2,184 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 14,746 $2.98M 0.04% +13,015 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 14,702 $2.97M 0.02% -475 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 14,506 $2.93M 0.01% -244 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 14,472 $2.92M 0.05% -4,242 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 14,289 $2.88M 0.02% new 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 14,190 $2.86M 0.49% 0 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 13,500 $2.73M 0.83% -10,500 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 13,394 $2.7M 0.27% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 13,296 $2.68M 0.02% -10,364 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 12,657 $2.56M 0.4% 0 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 12,560 $2.54M 0.07% +11,720 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 12,415 $2.51M 0.01% -79,100 13F-HR Timeline Group Payne Capital LLC More: the full row for Payne Capital LLC 12,325 $2.49M 2.07% +77 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 12,315 $2.49M <0.01% +2,416 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,058 $2.43M 0.04% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,831 $2.39M 0.03% +11,159 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 11,737 $2.37M 0.38% -9,226 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 11,191 $2.26M 0.01% -15,909 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 18,359 $2.26M 0.06% 0 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 10,976 $2.22M 1.52% +566 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 10,950 $2.21M <0.01% new 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 10,899 $2.2M 0.62% +3,136 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 10,842 $2.19M 0.24% new 13F-HR Timeline Group ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 10,796 $2.18M 0.36% -48 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 10,820 $2.14M 0.01% +10,819 13F-HR Timeline Group WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 10,490 $2.12M 1.18% +192 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,362 $2.09M 0.01% +8,233 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 9,939 $2.01M -513 Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,894 $2M 0.06% +2,490 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,882 $2M 0.01% +4,359 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,824 $1.98M <0.01% -56 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. 9,735 $1.97M <0.01% +451 13F-HR Timeline Group Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 9,540 $1.93M 1.03% -3,520 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,345 $1.89M 0.05% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 9,041 $1.83M 0.04% +1,533 13F-HR Timeline NWI MANAGEMENT LP More: the full row for NWI MANAGEMENT LP 9,000 $1.82M 0.12% 0 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 8,947 $1.81M 1.61% +341 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,903 $1.8M 0.01% -10,073 13F-HR/A Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,895 $1.8M 0.01% +2,406 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,865 $1.79M <0.01% new 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 8,815 $1.78M 0.79% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 8,757 $1.77M 0.13% +3,034 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 8,619 $1.74M 0.25% +80 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 8,533 $1.72M 0.28% -431 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,479 $1.71M 0.14% +6,802 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,266 $1.67M 0.01% +5,950 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 8,191 $1.65M 0.66% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 8,134 $1.64M 0.14% +3,621 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,909 $1.63M <0.01% +1,358 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 7,853 $1.59M <0.01% -986 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,535 $1.52M 0.02% 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 7,457 $1.51M 0.06% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 7,247 $1.45M <0.01% new 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 7,178 $1.45M 0.01% new 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 7,109 $1.44M 0.02% -274 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,058 $1.43M 0.01% +4,444 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 6,947 $1.4M 0.84% +1,097 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,832 $1.38M 0.11% -3,322 13F-HR Timeline Tikvah Management LLC in group Tikvah Management LLC More: the full row for Tikvah Management LLC 6,750 $1.36M 0.41% new 13F-HR Timeline Group Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 6,483 $1.31M 0.55% +1,453 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 6,459 $1.3M 0.14% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,439 $1.3M 0.01% +1,945 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 6,279 $1.27M 0.13% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,132 $1.24M 0.03% -1,467 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 6,076 $1.23M 0.06% +1,761 13F-HR Timeline Group Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 5,844 $1.18M 0.06% +24 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5,823 $1.18M 0.24% +5,523 13F-HR Timeline TriCert Investment Counsel Inc. More: the full row for TriCert Investment Counsel Inc. 5,810 $1.17M 0.11% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,729 $1.16M 0.02% +5,699 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 5,636 $1.14M 0.1% +901 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,630 $1.14M 0.26% +1,565 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 5,600 $1.13M 0.12% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 5,644 $1.13M <0.01% +3,364 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 5,551 $1.12M <0.01% -91 13F-HR Timeline Group CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 5,525 $1.12M 0.56% 0 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 6,814 $1.11M 0.24% +108 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 5,438 $1.1M <0.01% +1,782 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,308 $1.07M 0.06% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,307 $1.07M 0.04% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,277 $1.07M 0.02% +132 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 5,250 $1.06M 0.09% new 13F-HR/A Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 5,210 $1.05M 0.02% +400 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 5,180 $1.05M 0.03% new 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 5,171 $1.04M 0.37% -1,805 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,151 $1.04M 0.01% new 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 5,139 $1.04M 0.06% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,122 $1.03M <0.01% +1,928 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 5,115 $1.03M 0.07% +3,115 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 5,110 $1.03M 0.16% -6,119 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,078 $1.03M 0.01% new 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 5,041 $1.02M 0.04% -3,626 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 5,000 $1.01M <0.01% -5,000 13F-HR Timeline Group Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 5,002 $1.01M 0.95% +1,647 13F-HR Timeline Topor & Co. Korea More: the full row for Topor & Co. Korea 4,984 $1.01M 0.79% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,818 $973K 0.01% -2,341 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,703 $950K <0.01% +1,049 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 4,688 $947K <0.01% +1,135 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,549 $918K 0.13% +298 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 4,544 $917K 0.06% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,519 $912K 0.01% +220 13F-HR Timeline Group Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 4,469 $902K 0.41% +424 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 4,437 $896K 0.21% -25,166 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,380 $884K 0.01% +100 13F-HR Timeline Group SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 4,375 $883K 0.26% 0 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 4,293 $867K <0.01% +872 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 4,254 $859K <0.01% new 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 4,253 $859K 0.06% +273 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,125 $833K 0.01% +2,171 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,103 $828K 0.02% +296 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,038 $816K 0.01% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,027 $813K 0.02% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,088 $807K 0.04% -315 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,997 $807K 0.01% +220 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,989 $805K 0.09% -118 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,944 $796K 0.01% +33 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 3,854 $778K 0.55% new 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 3,819 $771K 0.69% new 13F-HR Timeline Linden Rose Investment LLC More: the full row for Linden Rose Investment LLC 3,782 $764K 0.59% -84 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,769 $761K 0.02% new 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 3,748 $757K 0.17% -1,547 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,671 $741K 0.02% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,534 $740K 0.3% +1,131 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 3,587 $724K 0.05% -1,158 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,578 $722K <0.01% new 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,503 $707K 0.01% new 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 3,464 $699K 0.02% +1,202 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,460 $699K <0.01% -780 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 3,458 $698K 0.38% -136,522 13F-HR Timeline Group Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 3,433 $693K 0.67% -312 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,399 $686K <0.01% new 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 3,375 $681K 0.01% new 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 3,340 $674K 0.34% -13 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,264 $659K 0.03% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,259 $658K 0.01% -833 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,231 $653K <0.01% -55,701 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,200 $646K 0.14% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,081 $622K <0.01% +1,983 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,069 $620K 0.02% -9,405 13F-HR Timeline Group Fosun International Ltd More: the full row for Fosun International Ltd 3,051 $616K 0.14% -854 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,021 $610K <0.01% new 13F-HR/A Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 3,006 $607K <0.01% new 13F-HR Timeline Group Verde Servicos Internacionais S.A. More: the full row for Verde Servicos Internacionais S.A. 3,000 $606K 0.22% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 3,000 $606K 0.01% +1,450 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 3,000 $606K 0.27% new 13F-HR Timeline Eurizon Asset Management Hungary Ltd. More: the full row for Eurizon Asset Management Hungary Ltd. 3,000 $606K 0.64% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,974 $600K 0.04% -59 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,155 $599K 0.04% +21 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 2,959 $597K +1,323 Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,946 $595K 0.21% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,901 $586K <0.01% -338 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,185 $585K 0.11% new 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,892 $584K 0.07% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,836 $573K 0.01% -423 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,807 $567K 0.02% new 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 2,785 $562K 0.06% new 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,767 $559K 0.01% new 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,739 $553K 0.01% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,179 $553K 0.01% +1,312 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 2,707 $547K 0.3% +962 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,563 $518K 0.04% +2,545 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,558 $516K 0.14% new 13F-HR/A Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 2,536 $512K 0.39% -31 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,462 $497K 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,446 $494K <0.01% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,439 $492K <0.01% -1,114 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,402 $485K 0.02% +2,350 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,400 $485K 0.01% +400 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 2,396 $484K 0.02% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,389 $482K 0.12% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,380 $481K 0.04% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2,380 $481K 0.11% new 13F-HR Timeline Group Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 2,378 $480K 0.29% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 2,375 $480K 0.08% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,374 $479K 0.04% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,723 $466K 0.01% +108 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. 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