Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 996 $1.97M 0.06% -202 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 980 $1.94M 0.07% +100 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,969 $1.94M 0.06% -50 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 959 $1.9M 0.07% new 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 947 $1.88M 0.44% +885 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 944 $1.87M 0.12% +79 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 943 $1.87M 0.02% +46 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 941 $1.87M 0.08% -1 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 925 $1.83M 0.26% new 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 918 $1.82M 0.17% +100 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 917 $1.82M 0.18% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 913 $1.81M 0.06% +117 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 879 $1.74M 0.02% +85 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 875 $1.73M 0.09% +58 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 875 $1.73M 0.09% -115 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 868 $1.72M 0.05% +293 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 862 $1.71M 1.02% -949 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 860 $1.7M 0.05% +414 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 860 $1.7M 0.13% +45 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 850 $1.68M 0.03% +267 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 850 $1.68M 0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 850 $1.68M 0.04% +750 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 848 $1.68M 0.01% +295 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 847 $1.68M 0.04% -800 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 841 $1.67M 0.17% -41 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 834 $1.65M 0.35% +800 13F-HR/A Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 826 $1.64M 0.14% -519 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 817 $1.62M 0.09% +6 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 815 $1.62M 0.01% +147 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 813 $1.61M 0.01% -193 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 809 $1.6M 0.24% -103 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 804 $1.59M 0.14% -22 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 804 $1.59M 0.15% +506 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 793 $1.57M 0.14% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 934 $1.56M 0.06% -23 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 779 $1.55M 0.08% -3 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 775 $1.54M 0.12% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 774 $1.53M 0.03% +122 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 772 $1.53M 0.09% +313 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 770 $1.53M 0.09% -38 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 769 $1.52M 0.03% -13 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 768 $1.52M 0.14% +12 13F-HR Timeline Group TOBAM More: the full row for TOBAM 768 $1.52M 0.37% -41 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 767 $1.52M 0.12% -112 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 765 $1.52M 0.01% +96 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 765 $1.52M 0.03% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 765 $1.52M 0.13% +118 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 762 $1.51M 0.09% -746 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 762 $1.51M 0.67% -142 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 761 $1.51M 0.01% -216 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 863 $1.49M 0.36% +367 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 753 $1.49M 0.02% -72 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 752 $1.49M 0.01% -118 13F-HR Timeline MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 750 $1.49M 0.35% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 749 $1.48M 0.01% +348 13F-HR Timeline Group Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 743 $1.47M <0.01% new 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 742 $1.47M 0.55% -26 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 822 $1.46M 0.69% -105 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 738 $1.46M 0.56% -1,011 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 737 $1.46M 0.11% -79 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,027 $1.46M 0.02% -35 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 734 $1.46M 0.04% +449 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 733 $1.45M 0.25% -93 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 731 $1.45M 0.02% -129 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 728 $1.44M 0.09% -487 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 721 $1.43M 0.02% -170 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 721 $1.43M 0.14% -47 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 709 $1.41M 0.01% -72 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 709 $1.4M 0.18% +15 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 708 $1.4M 0.27% +288 13F-HR/A Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 707 $1.4M 0.13% +1 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 710 $1.39M <0.01% -22 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 702 $1.39M 0.02% -81 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 681 $1.38M 0.08% -42 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 695 $1.38M <0.01% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 693 $1.37M 0.18% +14 13F-HR/A Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 691 $1.37M 0.02% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 691 $1.37M 0.03% -459 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 688 $1.36M 0.02% +25 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 684 $1.36M 0.02% 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 684 $1.36M 0.01% +392 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 681 $1.35M 0.07% -225 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 681 $1.35M 0.05% -103 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 680 $1.35M 1.04% -500 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 679 $1.35M 0.22% +8 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 672 $1.33M 0.06% +166 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 670 $1.33M 0.1% +147 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 662 $1.31M 0.7% -412 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 662 $1.31M 0.64% new 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 661 $1.31M 0.13% -1,902 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 660 $1.31M 0.01% -176 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 660 $1.31M 0.22% +76 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 651 $1.29M 0.61% +32 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 648 $1.28M 0.7% +445 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 647 $1.28M 0.03% new 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 646 $1.28M 0.14% +103 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 645 $1.28M 0.1% +32 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 644 $1.28M 0.03% +39 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 642 $1.27M 0.38% -22 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 637 $1.26M 0.33% -1,485 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 637 $1.26M 0.1% -85 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 629 $1.25M 0.01% +57 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 629 $1.25M 0.07% +57 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 627 $1.24M 0.15% -215 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 624 $1.24M 0.08% -8 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 623 $1.23M 0.06% +15 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 622 $1.23M 0.43% +47 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 621 $1.23M 0.04% +18 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 611 $1.21M 0.02% +68 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 611 $1.21M 0.05% -88 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 610 $1.21M 0.04% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 608 $1.21M 0.12% -19 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 606 $1.2M 0.2% +72 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 604 $1.2M 0.86% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 602 $1.19M 0.13% -128 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 601 $1.19M 0.21% -39 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 600 $1.19M 0.34% 0 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 600 $1.19M 0.07% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 597 $1.18M 0.01% +8 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 595 $1.18M 0.13% -45 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 586 $1.16M 0.07% -720 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 583 $1.16M 0.02% -790 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 583 $1.16M 0.02% +54 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 583 $1.16M 0.07% -930 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 657 $1.15M 0.03% +46 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 571 $1.13M 0.05% +18 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 568 $1.13M 0.02% new 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 565 $1.12M 0.04% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 564 $1.12M 0.34% -39 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 563 $1.12M 0.01% 0 13F-HR/A Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 562 $1.11M 0.06% +43 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 561 $1.11M 0.15% -2 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 558 $1.11M 0.03% +18 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 555 $1.1M 0.02% +329 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 546 $1.08M 0.19% +189 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 541 $1.07M 0.06% -53 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 533 $1.06M 0.32% -186 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 532 $1.05M 0.02% +218 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 529 $1.05M 0.13% +92 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 525 $1.04M 0.02% +55 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 521 $1.03M 0.2% +21 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 517 $1.02M 0.07% +482 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 516 $1.02M 0.12% +46 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 511 $1.01M 0.06% +213 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 511 $1.01M 0.15% -142 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 508 $1.01M 0.1% -994 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 505 $1M 0.16% +139 13F-HR Timeline SOROS CAPITAL MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS CAPITAL MANAGEMENT LLC 505 $1M 0.18% -11,318 13F-HR Timeline Group SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 500 $991K 0.58% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 500 $991K 0.19% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 540 $989K 0.53% -14 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 499 $989K 0.03% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 497 $986K 0.05% +8 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 495 $981K 0.01% -15 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 485 $961K 0.02% -235 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 482 $955K 0.07% -118 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 481 $953K 0.21% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 481 $953K <0.01% +57 13F-HR Timeline Group Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 476 $943K 0.07% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 468 $928K 0.05% -33 13F-HR Timeline Group Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 468 $928K 0.02% +1 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 463 $918K 0.05% +35 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 463 $918K 0.09% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 463 $918K 0.12% +93 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 462 $916K 0.06% new 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 462 $916K 0.57% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 458 $908K 0.22% +74 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 457 $906K 0.07% -3,503 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 456 $904K 0.08% -112 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 455 $902K <0.01% +29 13F-HR Timeline Group Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 454 $900K 0.19% -29 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 450 $892K 0.27% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 448 $888K 0.05% +98 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 441 $874K 0.01% -18 13F-HR Timeline Group Thompson David Blair More: the full row for Thompson David Blair 441 $874K 0.44% new 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 431 $854K 0.33% -1 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 486 $853K 0.16% +2 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 428 $848K 0.52% new 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 421 $834K 0.38% +251 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 419 $830K 0.01% +71 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 417 $826K 0.01% +119 13F-HR Timeline Group Oak Thistle LLC More: the full row for Oak Thistle LLC 415 $823K 0.08% -1,561 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 413 $819K 0.05% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 411 $815K 0.23% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 407 $807K 0.02% new 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 405 $803K 0.01% new 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 402 $797K 0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 401 $795K <0.01% +38 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 400 $793K 0.06% -866 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 400 $792K 0.29% -100 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 398 $789K 0.19% -49 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 398 $789K 0.14% +7 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 397 $787K 0.04% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 392 $777K 0.02% -398 13F-HR Timeline D'Orazio & Associates, Inc. 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