Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,256 $490K 0.19% +116 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,255 $489K 0.02% +517 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,249 $487K 0.03% -54 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,246 $486K 0.01% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,240 $484K 0.03% -30 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,229 $479K 0.01% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 1,212 $477K 6.51% +28 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,219 $475K 0.01% -40 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,214 $473K 0.01% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,211 $472K 0.02% -387 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,208 $471K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,205 $470K <0.01% 0 13F-HR Timeline COURAGE CAPITAL MANAGEMENT LLC More: the full row for COURAGE CAPITAL MANAGEMENT LLC 1,200 $468K 0.7% new 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,200 $468K 0.2% +605 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,196 $466K <0.01% -82 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,185 $462K 0.04% new 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 1,184 $462K 0.05% +295 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,183 $461K 0.04% -7 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,182 $461K 0.3% +2 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,181 $460K 0.07% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,169 $456K 0.04% -489 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,168 $455K 0.01% +31 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,168 $455K 0.01% +137 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,165 $454K 0.05% -25 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,160 $452K 0.01% -6,203 13F-HR Timeline Group PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 1,153 $450K 0.1% -41 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,149 $448K 0.04% -50 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,146 $447K <0.01% -287 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,141 $445K 0.01% -358 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,139 $444K 0.07% +1 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,133 $442K 0.17% -4,229 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,128 $440K 0.01% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,128 $440K 0.01% -335 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,121 $440K 0.02% -37 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,127 $439K 0.13% 0 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,121 $437K <0.01% new 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,120 $437K 0.02% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,107 $432K 0.04% +6 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,106 $431K 0.01% +5 13F-HR/A Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,099 $428K 0.08% +55 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,099 $428K 0.04% -45 13F-HR Timeline Group Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 1,095 $427K 0.18% -2 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,093 $426K 0.04% -2,534 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 1,089 $425K 0.01% -443 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,087 $424K 0.01% +315 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,080 $421K 0.03% +169 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,079 $421K 0.05% new 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 1,075 $419K 0.13% +14 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 1,067 $416K 0.19% -286 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 1,059 $413K 0.24% -55 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,049 $409K 0.01% +135 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 1,049 $409K 0.01% new 13F-HR Timeline Group CAP Partners, LLC More: the full row for CAP Partners, LLC 1,046 $408K 0.2% +1 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 970 $406K 0.03% -220 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,035 $404K 0.03% new 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 1,030 $402K 0.18% +77 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,028 $401K 0.02% +200 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,027 $400K 0.04% +18 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,022 $398K 0.05% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,014 $395K 0.02% +139 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 1,012 $395K 0.06% -324 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 1,012 $395K 0.02% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,011 $394K 0.04% -590 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,007 $393K 0.01% +7 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,007 $393K 0.07% +183 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,004 $391K 0.01% -39 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 1,000 $390K 0.13% +300 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 996 $388K 0.1% -86 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 995 $388K 0.01% -48 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 995 $388K 0.01% -2,551 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 991 $386K 0.31% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 991 $386K <0.01% -1,167 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 990 $386K 0.04% -1 13F-HR Timeline Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 981 $382K 0.07% +58 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 971 $379K 0.02% -92 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 970 $378K 0.05% 0 13F-HR/A Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 969 $378K 0.04% +133 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 968 $378K 0.06% -8 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 968 $377K +53 Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 967 $377K 0.04% -5 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 960 $374K 0.02% +100 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 955 $372K 0.03% -1 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 953 $371K 0.09% +19 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 947 $369K 0.07% -124 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 934 $364K 0.04% +659 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 917 $358K 0.03% new 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 916 $357K 0.18% +96 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 912 $355K 0.01% -80 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 911 $355K 0.06% +151 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 910 $355K 0.01% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 908 $354K 0.04% -142 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 908 $354K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 906 $353K 0.01% -55 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 905 $353K <0.01% +433 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 899 $351K 0.07% -44 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 896 $349K 0.03% -3 13F-HR/A Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 896 $349K 0.02% -2 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 893 $348K 0.06% +27 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 891 $347K 0.11% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 887 $346K 0.03% +100 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 886 $345K 0.02% -43 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 881 $343K 0.01% new 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 876 $342K 0.06% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 876 $342K 0.03% +94 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 873 $340K 0.15% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 864 $337K 0.01% -9,622 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 863 $337K 0.01% -44 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 863 $336K 0.05% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 858 $335K 0.03% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 857 $334K 0.08% -10 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 856 $334K 0.03% -702 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 855 $333K 0.02% -118 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 855 $333K 0.07% 0 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 722 $331K 0.01% -19 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 847 $330K 0.02% +12 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 847 $330K 0.01% -109 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $327K 0.08% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CenterBook Partners LP More: the full row for CenterBook Partners LP 836 $326K 0.02% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 832 $325K 0.01% -33 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 830 $324K 0.01% -247 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 829 $323K <0.01% +80 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 829 $323K 0.12% -2 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 829 $323K 0.08% 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 801 $312K 0.26% +37 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 800 $312K 0.02% 0 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 800 $312K 0.07% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 797 $311K 0.11% new 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 782 $305K 0.04% 0 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 780 $304K 0.03% -17,061 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 778 $303K 0.02% 0 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 777 $303K 0.03% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 774 $302K 0.04% -386 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 771 $301K <0.01% +7 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 765 $298K 0.02% +33 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 759 $296K 0.01% +6 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 759 $296K 0.06% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 756 $295K 0.08% -135 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 755 $294K 0.08% +45 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 714 $294K 0.02% +234 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 753 $294K 0.01% 0 13F-HR Timeline Group Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 752 $293K 0.01% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 752 $293K 0.02% -2,437 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 751 $293K <0.01% -37 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 750 $292K 0.08% -14 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 748 $292K 0.08% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 743 $291K 0.03% new 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 746 $291K 0.36% +18 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 742 $289K 0.02% -113 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 742 $289K 0.06% -103 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 738 $288K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 732 $285K 0.03% +167 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 724 $282K <0.01% -2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Select Asset Management & Trust More: the full row for Select Asset Management & Trust 723 $282K 0.08% 0 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 722 $282K 0.04% -10 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 721 $281K 0.15% -6 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 710 $280K 0.01% new 13F-HR Timeline Group Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 714 $278K 0.04% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 713 $278K 0.11% -32 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 708 $278K 0.02% +47 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 707 $276K 0.03% -35 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 707 $276K 0.01% -49 13F-HR Timeline Group Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 703 $274K 0.1% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 702 $274K 0.04% 0 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 700 $273K 0.02% new 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 700 $273K 0.06% -7 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 697 $272K 0.15% -2,063 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 697 $272K 0.07% -105 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 695 $271K 0.08% -1,008 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 692 $270K 0.02% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 691 $269K 0.01% -348 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 691 $269K 0.06% -1,075 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 683 $266K 0.02% -120 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 681 $266K 0.13% new 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 680 $265K 0.38% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 679 $265K <0.01% -121 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 679 $265K 0.01% -489 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 678 $264K 0.03% -369 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. 676 $264K <0.01% +76 13F-HR Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 676 $263K 0.03% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 675 $263K 0.01% +97 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 674 $263K 0.01% +6 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 671 $262K 0.01% +121 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 671 $262K 0.01% -146 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 667 $260K 0.02% +298 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 665 $259K 0.06% 0 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 662 $258K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 660 $257K 0.01% -43 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 660 $257K 0.12% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 653 $255K 0.03% -308 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 649 $253K 0.05% -14 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 642 $250K 0.01% -59 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 642 $250K 0.01% +60 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 640 $250K 0.01% new 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 640 $250K 0.03% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 639 $249K 0.03% +127 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 638 $249K 0.01% -676 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 633 $247K 0.02% -13 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 631 $246K 0.03% +9 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 629 $245K <0.01% -108 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 628 $245K 0.05% -3,957 13F-HR Timeline