Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,303 $1.09M 0.01% +420 13F-HR Timeline Group Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 3,296 $1.09M 0.07% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,277 $1.08M 0.05% -391 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 3,248 $1.07M <0.01% -2,887 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,202 $1.06M 0.01% -97 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,476 $1.06M 0.04% +1,166 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,182 $1.05M 0.22% -84 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,058 $1.04M 0.02% +38 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,145 $1.04M 0.01% +1,943 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,138 $1.04M 0.01% -168 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,123 $1.03M 0.02% +1,473 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 3,108 $1.03M 0.06% -271 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,061 $1.01M <0.01% -1,306 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,046 $1.01M 0.01% new 13F-HR Timeline Group Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 3,029 $1M 0.2% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,023 $999K 0.03% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,920 $986K 0.03% +1,070 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,966 $980K 0.1% -63 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 2,960 $978K 1.41% new 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 2,958 $978K 0.27% -65 13F-HR Timeline Group United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,928 $968K 0.07% -242 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,928 $968K 0.17% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,913 $963K 0.01% +137 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 2,907 $961K 0.03% -144 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,880 $952K 0.67% -2,014 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,878 $951K 0.03% +253 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,922 $948K 0.02% +175 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,859 $945K 0.06% -39 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,846 $940K 0.06% -43 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,828 $935K 0.06% +1,924 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,738 $929K 0.01% +402 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 2,786 $921K 0.48% -184 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,781 $919K 0.01% -4 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,765 $914K 0.05% +180 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,632 $912K 0.13% +294 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 2,747 $908K 0.58% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,726 $901K 0.06% +2 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 2,709 $895K 0.05% -1 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 2,690 $889K 0.06% -194 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,668 $882K 0.02% -670 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,644 $874K 0.26% -74 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,643 $873K 0.04% +843 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,628 $868K 0.01% -817 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,580 $853K 0.05% -147 13F-HR/A Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,578 $852K <0.01% -522 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,571 $850K 0.08% +4 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,576 $850K <0.01% +365 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,559 $846K 0.01% -250 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,547 $842K 0.26% +65 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,543 $840K 0.01% -895 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,523 $834K 0.04% +398 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,487 $822K 0.03% +34 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,450 $810K 0.1% new 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 2,438 $806K 0.02% 0 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 2,409 $796K 0.06% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,406 $795K <0.01% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 2,399 $793K 0.01% +79 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,387 $789K <0.01% +1,070 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,382 $787K 0.22% +1,073 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,348 $776K 0.01% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,329 $770K 0.02% -191 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,329 $770K 0.02% -2,687 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,323 $768K 0.14% +88 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,322 $767K 0.01% +10 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,322 $767K 0.04% +1,358 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,310 $763K <0.01% -608 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,307 $762K 0.01% +543 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,299 $760K 0.93% +1,388 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,276 $752K 0.01% -206 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,274 $751K 0.01% -436 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 2,273 $751K 0.68% -77 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,254 $745K <0.01% -171 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,247 $743K 0.22% +407 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,243 $741K <0.01% -62 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,219 $733K 0.07% +1 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,216 $732K 0.03% +118 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 2,212 $731K 0.1% +37 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,205 $729K 0.01% -299 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,203 $728K 0.08% -149 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,181 $721K 0.1% -24 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,160 $714K 0.01% +3 13F-HR/A Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,142 $708K 0.03% -17 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,122 $701K 0.09% -50 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,112 $698K 0.25% -67 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,103 $695K 0.07% 0 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 2,100 $694K 0.06% -198 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 2,098 $693K 0.09% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,077 $686K 0.09% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,036 $673K 0.06% -1,524 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,034 $672K 0.02% -29 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,029 $671K <0.01% +29 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 2,020 $668K 1.97% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,019 $667K 0.02% +557 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,016 $666K 0.03% +18 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,014 $666K 0.03% +256 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,991 $658K 0.09% new 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 1,988 $657K <0.01% -5 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,986 $656K 0.01% +513 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,949 $644K 0.05% +352 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,948 $644K 0.01% -17 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,925 $636K 0.01% +640 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,923 $635K 0.04% +26 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,915 $633K 0.07% new 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,886 $623K 0.12% +627 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 1,864 $616K 0.02% +106 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,849 $611K 0.17% -678 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,839 $608K 0.01% +258 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,819 $601K 0.45% +57 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,813 $599K 0.02% +91 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,804 $596K 0.38% +79 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,782 $589K 0.09% +881 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,776 $587K 0.04% +38 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,776 $587K <0.01% -2,484 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,772 $586K 0.01% +242 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,768 $584K <0.01% +114 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,763 $583K 0.03% +5 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,762 $582K 0.02% -458 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,757 $581K 0.03% +361 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,749 $578K 0.05% +75 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,748 $578K 0.21% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,744 $576K 0.01% -57 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,734 $573K 0.02% -15 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,720 $568K 0.03% -106 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,690 $558K 0.04% +286 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,676 $554K 0.1% +303 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,673 $553K 0.06% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,673 $553K 0.03% +41 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,672 $553K 0.01% +345 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,662 $549K 0.04% +822 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,658 $548K 0.07% -290 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,643 $543K 0.02% +20 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 1,641 $542K 0.02% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,618 $535K 0.04% -25 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,609 $532K 0.01% new 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 1,606 $531K 0.39% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,599 $528K 0.36% -423 13F-HR Timeline Up Capital Management, Inc. More: the full row for Up Capital Management, Inc. 1,587 $525K 0.41% -26 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,580 $522K 0.06% +178 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,577 $521K 0.01% -722 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 1,566 $518K 0.01% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,566 $518K 0.08% -280 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,555 $514K 0.06% -50 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,548 $512K 0.27% -148 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,546 $511K 0.14% +16 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,543 $510K 0.03% -818 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,532 $506K 0.03% +28 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,525 $504K 0.05% 0 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 1,518 $502K 0.42% -1 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,516 $501K 0.04% new 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,512 $500K 0.03% -504 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,503 $497K 0.04% +65 13F-HR/A Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,497 $495K 0.02% +52 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 1,484 $491K +809 Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,485 $491K 0.01% +717 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,484 $490K 0.02% -360 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 1,480 $489K 0.29% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,478 $488K 0.06% +301 13F-HR/A Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,469 $485K 0.05% new 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,467 $485K 0.24% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,462 $483K 0.07% -101 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,460 $482K 0.12% -114 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,446 $478K 0.01% -321 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,437 $475K 0.01% +30 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,437 $475K 0.06% +332 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 1,435 $474K 0.04% +170 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,434 $474K 0.14% new 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,431 $473K 0.11% -13 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,422 $470K 0.2% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,419 $469K 0.01% +282 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,414 $467K 0.04% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,413 $467K 0.08% +21 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,411 $466K 0.01% new 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,404 $464K 0.05% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,402 $463K 0.02% +38 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,395 $461K 0.04% +339 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,386 $458K 0.02% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,385 $458K 0.02% +84 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,574 $455K <0.01% +338 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,361 $450K 0.01% +70 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,355 $448K 0.12% -123 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,349 $446K 0.25% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,346 $445K 0.04% +197 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,332 $443K 0.02% +203 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,335 $441K 0.13% -149 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,331 $440K 0.22% -30 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 1,326 $438K 0.07% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,324 $438K 0.07% -4 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,316 $435K 0.01% -39 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $434K 0.1% new 13F-HR Timeline Amount filed as zero, left out of ratios. FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,309 $433K 0.01% +276 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,303 $431K 0.01% -330 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,296 $430K 0.03% +52 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,299 $429K 0.04% -9 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,285 $425K 0.06% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,278 $422K 0.04% +46 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,275 $421K <0.01% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,267 $419K 0.03% +236 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,257 $415K <0.01% -76 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,255 $415K 0.01% -16 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,254 $414K 0.02% new 13F-HR Timeline