J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,715 $1.38M 0.02% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 13,635 $1.37M 0.01% +2,257 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 13,624 $1.37M 0.01% +2,598 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,620 $1.37M 0.06% +474 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 13,461 $1.35M <0.01% +3,682 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 13,399 $1.34M 0.12% +1,505 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 13,367 $1.34M 1.11% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 13,223 $1.33M 0.03% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 13,115 $1.32M 0.08% +1,339 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 13,076 $1.31M 0.01% +684 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 18,340 $1.3M 0.02% -1,530 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 12,798 $1.28M 0.02% new 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 12,729 $1.28M 0.81% +4,400 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 13,384 $1.27M 0.6% +2,041 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,527 $1.26M 0.03% +1,077 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12,430 $1.25M 0.02% -1,881 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 12,396 $1.24M 0.3% new 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 12,109 $1.23M 0.01% +5,088 13F-HR Timeline O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 12,188 $1.22M 0.27% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 12,126 $1.22M 0.12% +4,996 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 12,039 $1.21M 0.06% +1,048 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 11,966 $1.2M 0.18% +5,640 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 11,904 $1.19M 0.16% -589 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,871 $1.19M 0.02% +495 13F-HR Timeline Avenir Tech Ltd More: the full row for Avenir Tech Ltd 11,797 $1.18M 0.19% +10,547 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 11,677 $1.17M 0.55% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 11,671 $1.17M 0.16% +656 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 11,656 $1.17M 0.05% -5,123 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 11,604 $1.16M 0.04% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 11,593 $1.16M 0.02% +2,025 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 11,570 $1.16M 0.12% +1,689 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 11,539 $1.16M 0.02% +836 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 11,524 $1.16M 0.42% new 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 11,211 $1.12M 0.47% -3,360 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,194 $1.12M 0.02% -5 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 11,174 $1.12M 0.18% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 11,070 $1.11M 0.05% -286 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 11,041 $1.11M 0.02% +2,291 13F-HR Timeline Group MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 10,900 $1.09M 0.78% new 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 10,876 $1.09M 1.95% new 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 10,836 $1.09M 0.03% -39,003 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 10,766 $1.08M 0.1% +1,570 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 10,744 $1.08M 0.06% +1,828 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,549 $1.06M 0.02% +735 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 10,541 $1.06M 0.23% +7,481 13F-HR Timeline Sentinel Dome Partners, LLC More: the full row for Sentinel Dome Partners, LLC 10,500 $1.05M 0.77% +3,000 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,396 $1.04M 0.02% -67 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 10,380 $1.04M 0.8% -286 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,346 $1.04M 0.02% -1,375 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 10,326 $1.04M 0.76% +2,611 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 10,310 $1.03M 0.17% +213 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,234 $1.03M 0.04% +1,478 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,168 $1.02M 0.03% -535 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 10,024 $1.01M 0.26% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,012 $1M 0.01% +105 13F-HR Timeline Group FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 8,812 $1000K 0.65% -217 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,950 $998K 0.03% -4,555 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,685 $971K 0.02% +721 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 9,649 $968K 0.27% -513 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 11,250 $966K <0.01% +5,737 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 9,601 $963K 0.09% +5,134 13F-HR Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 9,586 $961K 0.19% +332 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 9,578 $961K 0.1% +1,533 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 9,572 $960K 0.48% new 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 9,571 $960K 0.09% +2,643 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 8,838 $956K 0.21% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,519 $955K 0.02% -1,041 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 9,427 $945K 0.06% +935 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 9,352 $938K 0.02% -113,873 13F-HR Timeline Transmarket Holdings LP More: the full row for Transmarket Holdings LP 9,347 $937K 0.69% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 9,129 $915K 0.17% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,126 $915K 0.01% -9,654 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 9,032 $906K 0.23% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,005 $903K 0.01% +504 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 9,001 $903K 0.46% 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 8,987 $901K 0.01% -532 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 8,916 $894K 0.64% +215 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 8,900 $892K 0.07% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,861 $889K 0.04% +2,886 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 8,859 $888K <0.01% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 8,672 $870K 0.05% 0 13F-HR/A Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,663 $869K 0.09% -115 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 8,645 $867K 0.2% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,641 $867K 0.03% +936 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,640 $866K <0.01% +3,152 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 8,618 $864K 0.18% +4,347 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 8,584 $861K 0.05% +5,322 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 8,574 $860K 0.05% -2,035 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 8,433 $846K <0.01% 0 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 8,384 $841K 0.21% +5,167 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 8,292 $832K 0.59% +150 13F-HR/A Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 8,273 $830K 0.06% +771 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 7,328 $827K 0.01% -217 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,217 $824K 0.03% -166 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 8,105 $813K 0.12% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,022 $804K 0.01% +2,105 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 7,978 $800K 0.02% -112 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 7,777 $780K 0.23% -192 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 7,712 $773K 0.46% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,681 $770K 0.01% -535 13F-HR Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 7,636 $766K 0.13% +757 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 10,000 $766K 0.12% 0 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 7,626 $765K 0.34% -399 13F-HR Timeline Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 7,621 $764K 0.04% new 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 7,564 $759K 0.04% +994 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 7,500 $752K <0.01% -220 13F-HR Timeline Group SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 7,432 $745K 0.19% -100 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 7,400 $742K 0.05% -200 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 7,298 $732K 0.01% -117,196 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,256 $728K 0.01% +352 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,243 $726K 0.09% 0 13F-HR Timeline Group Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 7,201 $722K 0.32% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,134 $715K 0.02% -181 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,081 $710K 0.03% +400 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 7,069 $709K 0.13% -4,389 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,028 $705K 0.02% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,004 $702K 0.01% -1,212 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 7,000 $702K 0.02% -1,000 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,973 $699K 0.04% +2,582 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 6,822 $695K 0.01% +6,822 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,919 $694K 0.03% +2,385 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,916 $694K 0.02% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 6,904 $692K <0.01% -167,721 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,901 $692K 0.02% -34 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 6,870 $689K 0.03% +3,326 13F-HR Timeline Group Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 6,870 $689K 0.31% +968 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 6,814 $683K 0.16% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 6,800 $682K 0.06% +300 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 6,793 $681K 0.03% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 6,792 $681K 0.02% -263 13F-HR Timeline Group Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 6,790 $681K 0.24% +2,405 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,493 $661K 0.02% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6,586 $660K <0.01% -212 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,556 $657K 0.03% -63 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,553 $657K 0.01% new 13F-HR Timeline ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 6,527 $655K <0.01% new 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 6,514 $653K 0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 6,512 $653K 0.14% -628 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,505 $652K 0.03% +211 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 6,500 $652K 0.15% new 13F-HR Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 6,493 $651K 0.29% +888 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,484 $650K <0.01% +301 13F-HR Timeline Group MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 6,477 $650K 0.22% +1,502 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 6,449 $647K 0.01% -939 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,439 $646K 0.1% -295 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 6,377 $639K 0.08% -894 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,319 $634K 0.02% +2,861 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 6,284 $630K 0.07% -32 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 6,255 $627K 0.02% -205 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 6,243 $626K 0.1% +4,868 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 6,241 $626K 0.29% +815 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 6,218 $624K 0.17% -847 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,197 $621K 0.02% +279 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,150 $617K 0.05% +416 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 6,121 $614K 0.12% new 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 6,114 $613K 0.58% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,071 $609K 0.01% -920 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,044 $606K <0.01% +915 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 6,026 $604K 0.06% -17,833 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,128 $603K 0.06% +335 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 5,997 $601K 0.2% +732 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,979 $600K 0.04% -44 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,953 $597K 0.08% -6 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,942 $596K 0.07% -434 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,905 $592K 0.01% +462 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,897 $591K 0.02% -20,094 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,867 $588K 0.26% +556 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,808 $582K 0.02% +505 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 5,746 $576K 0.05% +2,859 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,729 $574K 0.02% -295 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,703 $572K 0.05% +45 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,689 $570K 0.02% +2,200 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,655 $567K 0.4% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,651 $567K <0.01% +1,141 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 5,650 $567K 0.01% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,574 $566K 0.01% +1,101 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 5,636 $565K 0.05% -381 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,030 $563K 0.05% +818 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,612 $563K 0.03% +430 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 5,546 $556K 0.05% -202 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,517 $553K 0.04% +719 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,480 $550K 0.06% -11,979 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,464 $548K 0.06% -385 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,456 $547K 0.03% -9,230 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,448 $546K 0.01% +793 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,438 $545K 0.04% +590 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 5,434 $545K 0.04% -3,048 13F-HR Timeline Group MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 5,421 $544K 0.05% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,403 $542K 0.06% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,399 $541K 0.03% -1,741 13F-HR Timeline Group Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 5,390 $541K 0.05% +401 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,372 $539K 0.03% -1,020 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 5,365 $536K <0.01% -205,837 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 5,347 $536K 0.13% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,322 $534K 0.03% -62 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,306 $532K 0.02% -2,477 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 5,300 $531K 0.02% new 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,296 $531K 0.01% +2,212 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 5,000 $530K 0.21% 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,283 $530K 0.07% -695 13F-HR Timeline