B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 2,744 $777K 0.01% -560 13F-HR Timeline Group GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 2,659 $753K 0.46% -20 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,645 $749K 0.05% -983 13F-HR Timeline Group Thomasville National Bank More: the full row for Thomasville National Bank 2,643 $749K 0.05% 0 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 2,607 $739K 0.03% +630 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,603 $737K 0.05% +128 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,046 $736K 0.32% +105 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,595 $735K 0.01% -36 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 2,593 $735K 0.73% 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,559 $725K 0.04% new 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 2,536 $718K 0.17% +7 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 2,504 $709K 0.21% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 2,500 $708K 0.3% 0 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. 2,498 $708K 0.01% -1,599 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,489 $705K 0.05% +513 13F-HR/A Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,469 $699K 0.27% -769 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,457 $696K 0.01% -156 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,427 $688K 0.11% +198 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,425 $687K 0.23% -52 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,415 $684K 0.01% +692 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 2,413 $684K 0.05% -182 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,408 $682K 0.09% new 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,403 $681K 0.11% +1,809 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,376 $673K 0.02% +376 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,356 $667K 0.01% +141 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,312 $659K 0.02% new 13F-HR Timeline Group Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 2,320 $657K 0.34% +54 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,297 $651K 0.02% +2,156 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 2,288 $648K 0.04% +1,521 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,265 $642K 0.02% +253 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,263 $641K 0.1% +489 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 2,255 $639K 0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,253 $638K 0.01% +122 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,225 $630K 0.01% +47 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,224 $630K <0.01% +121 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 2,245 $621K 0.22% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,181 $618K 0.03% +500 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 2,162 $613K 0.61% 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,161 $612K 0.03% +264 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,142 $607K 0.06% new 13F-HR/A Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,136 $605K 0.01% -1,298 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,134 $605K 0.03% +495 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,131 $604K 0.02% +413 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,119 $600K 0.05% +123 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,099 $595K 0.03% +398 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,098 $594K 0.07% +1,797 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,096 $594K 0.1% +884 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,065 $585K 0.01% -637 13F-HR Timeline Group PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 2,058 $583K -12,287 Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,056 $582K <0.01% +3 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,044 $579K 0.06% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,043 $579K 0.04% +316 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,041 $578K 0.03% +579 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,040 $578K 0.09% +125 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,037 $577K <0.01% +502 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,034 $576K 0.43% -586 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,033 $576K 0.03% -59 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,031 $575K 0.08% 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,000 $567K 0.1% 0 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 2,000 $567K 0.03% -2,030 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 1,989 $564K 0.34% 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 1,987 $563K 0.16% +87 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 1,976 $560K 0.08% -50 13F-HR Timeline Lotus Technology Management, LP More: the full row for Lotus Technology Management, LP 1,969 $558K 0.31% 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,954 $554K 0.12% +263 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,945 $551K 0.08% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,946 $551K 0.02% +1,929 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,944 $551K 0.02% -55,997 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,938 $549K <0.01% +344 13F-HR Timeline Group Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 1,918 $543K 0.01% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,906 $540K 0.07% -891 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,890 $535K 0.03% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,881 $533K 0.04% +353 13F-HR/A Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 1,880 $533K 0.1% +106 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,860 $527K 0.01% +146 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,848 $524K 0.13% +318 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,837 $520K 0.02% 0 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 1,836 $520K <0.01% new 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,828 $517K 0.02% -621 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,817 $515K 0.01% +710 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,815 $514K 0.07% +58 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,803 $511K 0.07% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,802 $511K 0.35% -149 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,801 $510K 0.02% -163 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,794 $508K 0.15% +2 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,782 $505K 0.01% +381 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 1,777 $503K 0.04% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,776 $503K <0.01% -313 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,735 $492K 0.01% -1,227 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,730 $490K 0.2% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,722 $488K <0.01% +1,002 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,720 $487K 0.08% +1,700 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,720 $487K 0.03% +468 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,719 $487K 0.01% -3,324 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,694 $480K 0.22% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,688 $478K 0.32% -184 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,667 $478K 0.02% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,686 $478K 0.02% -179 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,683 $477K 0.04% -4 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,680 $476K 0.01% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,676 $475K 0.02% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,671 $473K 0.03% +322 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,660 $473K 0.03% -17 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 1,664 $471K 0.7% 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,655 $469K 0.01% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,653 $468K 0.01% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 1,644 $466K 0.2% +6 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,642 $465K 0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,642 $465K 0.01% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,642 $465K 0.14% +159 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,639 $464K 0.2% +92 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,622 $460K 0.16% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,621 $459K 0.01% +156 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,595 $452K 0.05% +62 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,594 $452K 0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,588 $450K 0.05% -62 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,511 $449K 0.02% +446 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,580 $448K 0.1% +3 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,555 $441K <0.01% -10,330 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,675 $437K 0.03% +29 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,540 $436K 0.04% 0 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 1,538 $436K 0.98% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,528 $433K 0.07% +235 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,525 $432K 0.01% +79 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,524 $432K 0.03% -149 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,516 $429K 0.02% +5 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,515 $429K <0.01% -181 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,508 $427K 0.01% +142 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 1,508 $427K 0.18% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,501 $425K 0.02% -146 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 1,500 $425K 0.97% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,500 $425K 0.35% -200 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,497 $424K 0.02% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,450 $411K 0.06% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,430 $405K 0.02% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,387 $393K 0.03% -54 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,385 $392K 0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,382 $392K 0.11% +45 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,376 $390K 0.01% +1 13F-HR Timeline Group iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,371 $388K 0.14% -2,404 13F-HR Timeline Group Altar Rock LLC More: the full row for Altar Rock LLC 1,368 $388K 0.46% 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,367 $387K 0.17% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,366 $387K 0.01% +185 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,363 $386K 0.01% +4 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,348 $382K 0.05% +248 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,340 $380K 0.04% -3 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,340 $380K 0.01% +208 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 1,325 $375K 0.18% 13F-HR/A Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,318 $373K 0.03% +22 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,308 $371K 0.21% 0 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 7,000 $368K 0.16% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,300 $368K 0.02% +316 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,293 $366K 0.12% -1 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,286 $364K 0.01% -482 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 1,286 $364K 0.13% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,284 $364K <0.01% +115 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 1,283 $363K 0.05% -8,819 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,275 $361K 0.02% -2,370 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,267 $359K 0.07% +174 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,266 $359K 0.08% -74 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 1,265 $358K 0.03% +235 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,514 $356K 0.04% -67 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,250 $354K 0.1% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,247 $353K 0.01% -376 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,242 $352K 0.01% +148 13F-HR Timeline Group Rinkey Investments More: the full row for Rinkey Investments 1,235 $350K 0.09% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,234 $350K 0.02% -206 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,229 $348K 0.23% -355 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,224 $347K 0.01% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,221 $346K 0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,217 $345K <0.01% -492 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,204 $341K 0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,199 $340K 0.06% +9 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,192 $338K 0.22% +152 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,181 $335K 0.07% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,164 $330K 0.04% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,157 $328K 0.01% -77 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,156 $328K <0.01% -5,050 13F-HR Timeline Group BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 1,155 $327K 0.08% -65 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,147 $327K 0.01% -383 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,154 $327K 0.01% -114 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,435 $326K 0.13% +116 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 1,150 $326K <0.01% -209 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,150 $326K 0.15% 0 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,148 $325K 0.05% -29 13F-HR Timeline Group POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,139 $323K 0.25% -24 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,134 $321K <0.01% +607 13F-HR Timeline Group Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 1,129 $320K 0.11% 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,127 $319K 0.18% new 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 1,124 $318K 0.01% -594 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,110 $314K 0.02% -46 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,109 $314K 0.02% -130 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,107 $314K 0.03% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 1,100 $312K 0.14% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,099 $311K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,098 $311K <0.01% +35 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,095 $310K 0.02% +27 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,093 $310K 0.02% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,090 $309K <0.01% +996 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,639 $309K 0.07% new 13F-HR Timeline