WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 2,056 $1.16M 0.04% +587 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,056 $1.16M 0.16% +2,026 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,052 $1.15M 0.03% +6 13F-HR/A Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,050 $1.15M 0.1% -76 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,047 $1.15M +50 Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,045 $1.15M 0.07% +289 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,041 $1.15M 0.06% +976 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,030 $1.14M 0.01% +36 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,000 $1.12M 0.05% -103 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,000 $1.12M 0.02% +25 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 1,997 $1.12M 0.15% -98 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,975 $1.11M 0.01% new 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,974 $1.11M 0.12% -138 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 1,965 $1.1M 0.75% +413 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,950 $1.1M 0.12% +13 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,935 $1.09M 0.29% 0 13F-HR Timeline Group Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,910 $1.07M 0.05% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,902 $1.07M 0.04% -1,682 13F-HR Timeline Group LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,870 $1.05M 0.05% +990 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,859 $1.04M 0.01% -34 13F-HR Timeline Grandeur Peak Global Advisors, LLC More: the full row for Grandeur Peak Global Advisors, LLC 1,836 $1.03M 0.24% -1,639 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,830 $1.03M 0.05% -407 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,829 $1.03M 0.02% -73 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,823 $1.02M 0.11% +51 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,816 $1.02M 0.09% -27 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,813 $1.02M 0.23% -10 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,808 $1.02M 0.14% +26 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,806 $1.01M 0.04% -252 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,800 $1.01M 0.1% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,747 $982K 0.01% -233 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,743 $979K 0.09% -3,394 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,736 $975K 0.18% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,731 $973K 0.02% -5 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,729 $972K 0.01% -512 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,729 $971K 0.04% -8 13F-HR/A Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,723 $968K 0.3% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,712 $962K 0.14% +72 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,710 $961K 0.12% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,709 $960K 0.03% -93 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,709 $960K 0.02% +841 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 1,703 $957K 0.39% -1,130 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,702 $956K 0.04% -300 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,700 $955K 0.06% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,687 $948K 0.01% new 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,698 $946K 0.17% +851 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 1,676 $942K 0.4% -1,193 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,671 $939K 0.03% +1,617 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,664 $935K 0.01% +190 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,658 $932K 0.05% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,656 $930K 0.02% -6 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,652 $928K 0.01% +84 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 1,652 $920K 0.01% +100 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,628 $915K 0.05% +164 13F-HR Timeline Group CFC Planning Co LLC More: the full row for CFC Planning Co LLC 1,620 $910K 0.66% +265 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,614 $907K 0.01% -30 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,610 $905K 0.39% -171 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 1,609 $904K 0.36% +18 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,579 $887K 0.02% -17 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 1,571 $883K 0.36% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,521 $878K 0.01% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,534 $862K <0.01% +620 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,519 $854K 0.02% -2,680 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,512 $850K 0.02% +1,169 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,510 $848K 0.04% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,503 $845K 0.02% -234 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,502 $844K 0.07% -30 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,500 $843K 0.11% -444 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 1,491 $838K 0.1% -335 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,488 $836K 0.25% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,486 $835K 0.14% 0 13F-HR Timeline American Trust More: the full row for American Trust 1,472 $827K 0.07% -413 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,464 $823K 0.01% +192 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,462 $821K 0.01% -246 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,461 $821K 0.09% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,460 $820K 0.11% +147 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 1,455 $818K <0.01% -12,172 13F-HR/A Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,452 $816K 0.05% +101 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,447 $813K 0.04% +13 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,443 $811K 0.04% -5 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,197 $810K 0.02% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,440 $809K 0.01% -588 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 1,434 $806K 0.05% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,191 $806K 0.04% -350 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,428 $802K 0.02% +4 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,411 $793K 0.09% new 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1,394 $783K 0.3% -890 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,383 $777K 0.04% +204 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,368 $769K 0.31% +32 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,363 $766K 0.06% -114 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,357 $762K 0.04% +287 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,345 $756K 0.02% +144 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,340 $753K 0.16% +492 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,332 $748K 0.01% -1,299 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,329 $747K 0.06% +21 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,325 $745K 0.1% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,325 $745K 0.55% +17 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 1,319 $741K 0.09% +38 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 1,308 $735K <0.01% +13 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,297 $729K 0.03% 0 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,282 $720K 0.01% -918 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 1,280 $719K 0.02% +41 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1,271 $714K 0.05% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,267 $712K 0.01% +117 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,259 $707K 0.01% -4 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,250 $702K 0.03% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,241 $697K 0.07% +107 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,226 $689K 0.01% -1 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,220 $686K 0.01% +176 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,219 $685K 0.14% -34 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,214 $682K 0.03% new 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,210 $680K 0.04% +850 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,206 $678K 0.25% new 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,196 $672K 0.13% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,205 $672K 0.02% +75 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,157 $669K 0.01% +185 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,189 $668K 0.05% -100 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,184 $665K 0.01% +116 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 1,180 $663K 0.13% -203 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,171 $658K 0.02% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,155 $649K 0.13% -100 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,149 $646K 0.35% -307 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,148 $645K 0.14% -528 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,133 $637K 0.32% -20 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,129 $634K 0.03% +99 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,115 $627K 0.2% +70 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,106 $621K 0.07% -654 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,100 $618K 0.11% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,152 $615K 0.02% -1,092 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,075 $604K 0.31% -390 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 1,074 $603K <0.01% -560 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,071 $602K 0.18% +179 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 1,071 $602K 0.15% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,059 $595K 0.07% +110 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,052 $591K 0.01% -214 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 1,050 $590K 0.33% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,047 $588K 0.01% +66 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,047 $588K 0.51% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,043 $586K 0.04% -2 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,042 $585K 0.01% -72 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 1,039 $584K 0.08% -780 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,031 $579K 0.03% +95 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,030 $579K 0.01% +278 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 1,037 $578K 0.09% 0 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 1,077 $573K 0.54% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,010 $568K 0.03% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,003 $564K 0.04% +42 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 1,000 $562K 0.04% new 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 991 $557K 0.06% new 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 982 $552K 0.21% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 980 $551K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 948 $547K 0.01% +12 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 971 $546K 0.05% 13F-HR Timeline Group ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 970 $545K 0.33% +33 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 959 $539K 0.04% -55 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 959 $539K 0.01% -386 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 950 $534K 0.08% +5 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 950 $534K 0.16% +475 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 945 $531K 0.01% -1,131 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 942 $529K 0.02% +7 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 941 $529K <0.01% -6,000 13F-HR Timeline Group W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 940 $528K 0.04% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 933 $524K 0.21% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 925 $520K 0.03% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 923 $519K <0.01% -15 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 923 $519K 0.24% -35 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 921 $518K 0.07% -7 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 916 $515K 0.01% -93 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 915 $514K 0.01% -45 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 915 $514K 0.4% -11 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 910 $511K 0.04% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 908 $510K 0.02% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 907 $509K 0.01% -87 13F-HR Timeline Group BDFS Capital LLC More: the full row for BDFS Capital LLC 905 $509K 0.24% -87 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 895 $503K 0.07% +25 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 895 $503K 0.03% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 892 $501K 0.02% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 889 $500K 0.03% -441 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 883 $496K <0.01% -2 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 883 $496K 0.03% new 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 880 $494K 0.17% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 877 $493K 0.01% -41 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 873 $491K 0.45% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 872 $490K <0.01% -80 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 871 $489K 0.01% -26 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 868 $488K <0.01% +150 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 868 $488K 0.01% +6 13F-HR Timeline Group WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 856 $481K 0.21% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 853 $479K 0.03% +1 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 844 $474K 0.2% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 842 $473K 0.02% +420 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 839 $471K 0.03% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 835 $469K 0.05% +76 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 834 $469K 0.03% +78 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 833 $468K 0.1% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 825 $464K 0.01% +120 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 836 $463K 0.03% -3,083 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 823 $462K 0.01% -48 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 808 $454K 0.14% -392 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 807 $450K 0.2% new 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 800 $450K 0.03% new 13F-HR Timeline