Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,507 $720K 0.08% +40 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,499 $718K 0.26% -185 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,464 $708K 0.03% +60 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,460 $706K 0.25% +172 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 2,438 $700K 0.02% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,419 $695K 0.01% +440 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,407 $691K 0.11% +697 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,394 $688K 0.01% +682 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,392 $687K 0.01% -520 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,388 $686K 0.02% +27 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,386 $685K 0.27% -16 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,385 $685K 0.05% +264 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 2,384 $685K 0.02% -14,295 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,370 $681K 0.03% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,355 $676K 0.07% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,345 $674K <0.01% +494 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,343 $673K 0.01% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,342 $673K 0.22% 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,325 $668K 0.15% -584 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,298 $660K 0.07% -21 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,292 $658K 0.04% +1,345 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,286 $657K 0.57% 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,279 $655K 0.03% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,276 $654K 0.02% -22 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,270 $652K 0.07% +14 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,260 $649K 0.1% -3 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,259 $648K 0.09% -40 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 2,221 $645K 0.01% +2,070 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,243 $644K 0.13% -76 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 2,232 $641K -10,521 Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,224 $639K 0.11% -85 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,218 $637K 0.32% +28 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,169 $623K 0.01% +6 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,151 $618K 0.03% -699 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 2,147 $617K 0.01% -3,715 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,146 $616K 0.01% +124 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,140 $615K <0.01% +187 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,135 $613K 0.03% -727 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,131 $612K 0.19% -349 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,119 $609K 0.01% +82 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,103 $604K 0.07% 0 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 2,097 $602K 0.09% 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,090 $600K 0.09% +5 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,080 $597K -203 Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,018 $580K 0.04% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,006 $576K 0.01% +366 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,000 $575K 0.02% -389 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,000 $574K <0.01% -59 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 1,993 $572K <0.01% 0 13F-HR/A Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,987 $571K 0.02% +22 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,933 $555K 0.47% -23 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,916 $550K 0.01% -579 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,914 $550K 0.03% +1,031 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,909 $548K 0.01% +467 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,905 $547K 0.22% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,875 $539K <0.01% +1,194 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,876 $539K 0.01% +5 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,871 $537K 0.03% 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 1,868 $537K <0.01% -40,306 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,853 $532K <0.01% -41 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,844 $530K 0.02% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,838 $527K 0.01% +86 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,831 $526K 0.01% +138 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,817 $522K 0.03% +166 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,800 $517K 0.03% +32 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,778 $511K 0.15% 13F-HR Timeline Group NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 1,758 $505K 0.02% 0 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,755 $504K 0.02% -32 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,754 $504K <0.01% -63 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,746 $502K 0.03% -41 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,735 $498K 0.05% +4 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,721 $494K 0.01% -29 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,720 $494K 0.28% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,715 $493K 0.01% +191 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,712 $492K 0.02% -414 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,704 $489K <0.01% 13F-HR/A Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,702 $489K 0.04% +171 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,697 $487K 0.05% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,690 $485K 0.01% -101 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 1,690 $485K 0.01% -68 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,680 $483K 0.06% -160 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 1,678 $482K 0.23% +594 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,658 $476K <0.01% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,643 $472K 0.04% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,625 $467K 0.03% +97 13F-HR Timeline Up Capital Management, Inc. More: the full row for Up Capital Management, Inc. 1,612 $463K 0.41% 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,593 $458K 0.02% +93 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,570 $451K 0.06% +47 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,564 $449K 0.12% -25 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,563 $449K 0.05% new 13F-HR Timeline Stenham Asset Management Ltd More: the full row for Stenham Asset Management Ltd 1,560 $448K 0.22% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,556 $447K 0.12% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,525 $438K 0.06% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,514 $435K 0.08% +137 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,495 $430K 0.02% -907 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,493 $429K 0.14% +75 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,462 $420K <0.01% +355 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,460 $419K 0.01% +7 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 1,447 $416K 0.4% 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,445 $415K <0.01% -100 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,442 $414K 0.04% +12 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,421 $408K 0.23% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,421 $408K 0.12% +235 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,415 $406K 0.08% +92 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 1,409 $405K 0.01% +79 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,407 $404K 0.05% +516 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,404 $403K <0.01% -139 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,404 $403K 0.01% +151 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,404 $403K 0.05% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,397 $401K 0.02% +82 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 1,396 $401K <0.01% +2 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,394 $401K 0.01% +584 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,381 $397K 0.01% -39 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,377 $396K 0.06% +342 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,372 $394K <0.01% +943 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,366 $392K 0.03% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,356 $390K 0.03% +88 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,342 $385K 0.01% -3 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,341 $385K 0.01% +380 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,330 $382K 0.03% +36 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,328 $381K 0.07% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,315 $378K 0.04% +148 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,314 $377K 0.03% -20 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,308 $376K <0.01% -321 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,294 $372K 0.04% +68 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 1,273 $366K 0.03% -573 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,273 $366K <0.01% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,271 $365K 0.01% +522 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,269 $365K 0.1% -20 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,267 $364K 0.04% +303 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,266 $364K 0.05% +88 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,265 $363K 0.01% +128 13F-HR Timeline Group LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,253 $360K 0.06% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,247 $358K 0.01% -75 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,245 $358K 0.07% -358 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,239 $356K 0.05% -83 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,239 $356K 0.01% -265 13F-HR Timeline Group Trust Co of the South More: the full row for Trust Co of the South 1,237 $355K 0.06% +73 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,226 $352K 0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,220 $350K 0.01% +275 13F-HR/A Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,203 $346K 0.12% +280 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,200 $345K 0.08% -700 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,196 $344K 0.02% +318 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,190 $342K 0.01% -148 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,183 $340K 0.01% -108 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,181 $339K <0.01% +200 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,179 $339K 0.12% -66 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,175 $338K 0.02% -6,692 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,168 $336K 0.08% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,166 $335K 0.01% +108 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,165 $335K 0.01% -17 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,153 $331K <0.01% +365 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,152 $331K <0.01% +76 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,149 $330K 0.04% +65 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,147 $330K 0.08% +153 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,144 $329K 0.06% +133 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,133 $325K 0.01% -17 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,131 $325K 0.06% -1,256 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,123 $323K 0.03% -132 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,119 $321K 0.03% -3 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 1,119 $321K 0.23% -11 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 1,114 $320K 0.03% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,105 $317K 0.04% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,100 $316K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,095 $315K 0.01% -39 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,094 $314K 0.01% -18 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,050 $311K 0.08% +50 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,071 $308K 0.02% +99 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,059 $304K <0.01% -1,271 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,055 $303K <0.01% +51 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,052 $302K 0.01% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,049 $301K 0.02% -22 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,043 $300K <0.01% -232 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,041 $299K 0.02% -1,010 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 1,036 $298K 0.19% -50 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,033 $297K 0.01% +31 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,033 $297K 0.01% -29 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 1,028 $295K 0.02% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,028 $295K 0.01% 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,024 $294K 0.03% +84 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,024 $294K 0.02% new 13F-HR Timeline Group China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 1,021 $293K 0.02% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,019 $293K <0.01% -1,141 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,016 $292K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,012 $291K <0.01% -243 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,000 $287K 0.02% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,000 $287K 0.15% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,000 $287K 0.02% +37 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 997 $286K 0.1% 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 996 $286K 0.01% -43 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 994 $286K 0.02% -259 13F-HR Timeline Waterloo Capital, L.P. 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