EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,711 $582K <0.01% 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 1,703 $579K 0.2% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,677 $570K 0.01% -291 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 1,676 $570K 0.64% 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 1,656 $563K <0.01% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,644 $559K <0.01% +315 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,641 $558K 0.04% +641 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,320 $555K 0.07% +516 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,494 $549K 0.01% 0 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. 1,597 $543K 0.04% +570 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,586 $539K 0.02% new 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,586 $539K 0.16% +253 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,583 $538K 0.13% 0 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,578 $537K 0.02% +210 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 1,567 $533K 0.5% 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 1,566 $532K 0.01% +254 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,544 $528K 0.01% -200 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,551 $527K <0.01% -10,002 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,544 $525K <0.01% +573 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,516 $516K 0.19% new 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,511 $514K 0.14% +2 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,506 $512K 0.01% +632 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 1,473 $509K <0.01% +57 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,489 $506K 0.04% -4 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,485 $505K 0.04% -569 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,480 $503K 0.33% -25 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,479 $503K 0.02% +652 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,470 $500K 0.16% +1,138 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,464 $498K 0.18% +107 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,460 $497K <0.01% 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,455 $495K 0.03% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,451 $493K 0.13% new 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,434 $488K 0.02% -52 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,432 $487K 0.21% -1,700 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,420 $483K 0.02% +272 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,408 $479K 0.08% -17 13F-HR/A Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 1,406 $478K <0.01% -2,036 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,399 $476K 0.01% new 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,375 $468K 0.02% +239 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,365 $464K <0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,363 $464K <0.01% +13 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 1,357 $463K <0.01% +61 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,360 $462K 0.01% +14 13F-HR Timeline Group ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 1,355 $461K 0.11% -33 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,355 $461K 0.03% new 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 1,337 $455K 0.02% 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,332 $453K 0.03% -2,835 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,324 $450K <0.01% +437 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,324 $450K 0.01% +616 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,320 $449K 0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,315 $447K 0.05% -407 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,307 $444K 0.15% 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,296 $441K 0.01% +250 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,293 $440K <0.01% -23,234 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,281 $436K 0.01% +270 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,280 $435K 0.01% +40 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,278 $434K 0.01% -1,071 13F-HR/A Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,277 $434K 0.06% -11 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,365 $434K <0.01% new 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,261 $429K 0.05% -94 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,252 $426K 0.08% new 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $425K 0.18% -1,250 13F-HR Timeline Amount filed as zero, left out of ratios. FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,241 $422K 0.01% 0 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 1,242 $422K 0.02% -176 13F-HR Timeline Group Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 1,224 $416K <0.01% +216 13F-HR Timeline Group WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 1,222 $416K 0.35% +127 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,221 $415K 0.02% +7 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,213 $413K 0.06% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,211 $412K <0.01% 0 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 1,155 $412K 0.01% +4 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,195 $406K 0.25% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,194 $406K 0.01% -77 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,180 $401K 0.03% +4 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,162 $395K <0.01% +195 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 1,161 $395K 0.14% +455 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,153 $392K 0.01% +90 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,149 $391K 0.01% -486 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,143 $389K <0.01% 0 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 1,134 $386K 0.31% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,130 $384K 0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,128 $384K 0.01% +59 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,123 $382K 0.01% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,121 $381K <0.01% -3,120 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1,116 $380K <0.01% +58 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,113 $378K 0.01% -9,713 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,110 $378K <0.01% -6 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,109 $377K 0.02% +401 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,096 $373K 0.02% 0 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,095 $372K 0.1% 0 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 1,089 $370K 0.01% -821 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,081 $368K 0.03% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,074 $365K 0.04% -2 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,070 $364K 0.01% +21 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,068 $363K 0.03% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,065 $362K <0.01% -34 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,054 $358K 0.03% +12 13F-HR Timeline Group Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,049 $357K 0.12% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,049 $357K 0.01% +270 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 968 $356K 0.03% +91 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,045 $355K 0.05% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,044 $355K 0.07% +126 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,039 $353K 0.02% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,027 $349K <0.01% new 13F-HR Timeline Group Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 1,025 $349K 0.14% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,017 $346K <0.01% +175 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,013 $344K 0.02% -495 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,006 $342K 0.01% -219 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,000 $340K <0.01% +13 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,000 $340K 0.09% 0 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 999 $340K 0.01% new 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 997 $339K 0.03% new 13F-HR/A Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 994 $338K 0.08% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 969 $330K 0.18% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 968 $329K <0.01% -30 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 958 $326K 0.21% 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 956 $325K 0.26% +2 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 953 $324K 0.01% +88 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 953 $324K 0.02% +191 13F-HR Timeline Group SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 953 $324K 0.08% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 950 $323K <0.01% +48 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 947 $322K 0.04% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 943 $321K <0.01% +831 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 931 $317K 0.03% +212 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 926 $315K 0.12% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 924 $314K 0.06% +228 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 918 $312K <0.01% -40 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 917 $312K 0.01% new 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 914 $311K 0.05% 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 913 $310K 0.12% -861 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 906 $308K <0.01% new 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 905 $308K 0.04% 0 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 905 $308K 0.27% 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 902 $307K <0.01% -8,350 13F-HR Timeline Group ALBERT D MASON INC More: the full row for ALBERT D MASON INC 900 $306K 0.2% +9 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 897 $305K 0.01% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 883 $300K 0.03% new 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 881 $300K <0.01% 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 865 $294K <0.01% +126 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 847 $288K 0.01% -30 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 846 $288K <0.01% +98 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 844 $287K <0.01% new 13F-HR Timeline Group Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 839 $285K 0.03% -1,026 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 838 $285K 0.01% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 837 $285K 0.04% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 831 $283K <0.01% +120 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 828 $281K 0.01% +5 13F-HR/A Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 827 $281K 0.02% +59 13F-HR/A Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 827 $281K 0.13% +2 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 826 $281K 0.03% +2 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 827 $281K <0.01% new 13F-HR Timeline Group NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 702 $280K 0.02% -123 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 822 $280K -75 Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 821 $279K 0.08% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 821 $279K 0.02% +35 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 816 $277K 0.01% -122 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 806 $274K 0.01% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 806 $274K 0.17% -135 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 806 $274K <0.01% +175 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 683 $273K 0.12% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 800 $272K 0.06% +100 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 781 $266K 0.01% new 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 780 $265K 0.02% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 778 $265K <0.01% +53 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 773 $263K 0.03% 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 770 $262K 0.03% new 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 765 $260K <0.01% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 760 $259K 0.05% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 756 $257K 0.03% -6 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 750 $255K 0.02% 0 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 749 $255K 0.09% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 747 $254K 0.04% -194 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 744 $253K 0.14% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 744 $253K <0.01% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 739 $251K 0.04% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 736 $250K <0.01% 0 13F-HR/A Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 735 $250K 0.01% -50 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 734 $250K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 732 $249K 0.01% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 731 $249K 0.05% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 730 $248K 0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 729 $248K 0.09% -104 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 725 $247K <0.01% -107 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 723 $246K <0.01% new 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 719 $245K <0.01% +1 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 718 $244K 0.03% -256 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 597 $244K 0.03% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 715 $243K 0.01% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 708 $241K <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 704 $240K <0.01% -12 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 703 $239K 0.02% +3 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 700 $238K 0.14% 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 698 $237K 0.04% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 691 $235K 0.04% new 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 688 $234K 0.05% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 682 $232K 0.01% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 673 $229K 0.02% new 13F-HR/A Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 673 $229K 0.2% new 13F-HR Timeline INSIGHT 2811, INC. 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