Tikvah Management LLC in group Tikvah Management LLC More: the full row for Tikvah Management LLC 47,200 $2.55M 0.68% 0 13F-HR Timeline Group Cercano Management LLC More: the full row for Cercano Management LLC 46,470 $2.51M 0.1% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 45,721 $2.47M 0.25% +12,843 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 45,551 $2.46M 0.09% +2,384 13F-HR Timeline Group Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 45,391 $2.45M 1.62% +2,241 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 44,123 $2.38M 0.02% -1,653 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 43,734 $2.36M 0.02% +29,347 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 42,457 $2.29M 0.22% +7,300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 41,900 $2.26M 0.01% +4,500 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 41,894 $2.26M 0.08% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 41,868 $2.26M 0.03% -1,242 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 41,800 $2.26M 0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 41,556 $2.25M <0.01% -649 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 41,204 $2.23M 0.3% +15,079 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 41,141 $2.22M 0.01% +26,694 13F-HR Timeline Group Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 40,759 $2.2M <0.01% -26,841 13F-HR Timeline Group Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 40,331 $2.18M 0.02% +1,666 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 39,927 $2.16M 2.15% -5,114 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 38,541 $2.08M 1.03% -1,183 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 38,495 $2.08M 0.03% -1,566 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 38,000 $2.05M 0.15% -33 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 38,000 $2.05M 0.05% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 37,449 $2.02M <0.01% -264 13F-HR Timeline Group Castellan Group More: the full row for Castellan Group 34,884 $1.89M 0.24% new 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 34,049 $1.84M 0.02% 0 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 33,847 $1.83M 0.19% -2,940 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 33,045 $1.79M 0.21% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 32,731 $1.77M 0.12% -1,930 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 32,272 $1.74M 1.19% +5,697 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 31,425 $1.7M 0.51% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 31,249 $1.69M <0.01% +10,173 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 31,015 $1.68M 0.23% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 30,344 $1.64M 0.02% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 30,176 $1.63M 0.75% +13 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 30,045 $1.62M 0.17% 0 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 30,000 $1.62M 1.21% +7,000 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 29,904 $1.62M 0.11% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 29,883 $1.62M 0.1% new 13F-HR Timeline Group GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 29,580 $1.6M 0.1% +5,920 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 29,494 $1.59M 0.01% +10,077 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 29,492 $1.59M 0.75% -11,797 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 27,448 $1.48M 0.05% -11,949 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 26,609 $1.44M 0.01% +24,951 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 26,316 $1.42M 0.01% +6,411 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 26,283 $1.42M 0.1% +5,250 13F-HR/A Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 26,207 $1.42M 0.2% +160 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 26,115 $1.41M 0.43% +2,030 13F-HR Timeline Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 25,827 $1.4M 1.39% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 27,171 $1.39M 0.03% -651 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 25,376 $1.37M 0.46% +1,528 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 25,000 $1.35M 0.01% -10,000 13F-HR Timeline Group Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 24,647 $1.33M <0.01% -70,353 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 23,676 $1.28M 0.02% -6,521 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 23,503 $1.27M 0.28% +412 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 23,358 $1.26M 0.02% +170 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 23,177 $1.25M 0.71% -333 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 23,161 $1.25M 0.18% -150 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 23,124 $1.25M 0.06% +2,780 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 23,015 $1.24M 0.03% +3,107 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 22,668 $1.23M 0.49% +3,375 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 22,377 $1.21M <0.01% -3,889 13F-HR Timeline Group GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 23,117 $1.2M 0.29% +7,694 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 22,004 $1.19M <0.01% -41,418 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 21,165 $1.14M 0.01% +8,325 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 20,916 $1.13M 0.1% +3,353 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 20,593 $1.11M 0.27% +91 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 20,592 $1.11M <0.01% +12,641 13F-HR Timeline Group MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 20,523 $1.11M 0.93% -3,395 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 89,810 $1.11M 0.01% +7,996 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 20,361 $1.1M 0.18% -1,092 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 20,325 $1.1M 0.02% 0 13F-HR Timeline Group CacheTech Inc. More: the full row for CacheTech Inc. 20,190 $1.09M 0.2% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 20,168 $1.09M 0.05% +14,839 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 20,973 $1.08M 0.14% +56 13F-HR Timeline Manatuck Hill Partners, LLC More: the full row for Manatuck Hill Partners, LLC 20,000 $1.08M 0.38% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 19,885 $1.07M <0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 19,441 $1.05M 0.01% +587 13F-HR Timeline Group BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 19,366 $1.05M 0.36% new 13F-HR Timeline Kranot Hishtalmut Le Morim Ve Gananot H… group of 2 filers holding More: the full row for Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 19,328 $1.04M 0 Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 19,225 $1.04M 0.27% -200 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 18,978 $1.03M 0.63% +250 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 18,746 $1.01M 0.11% 0 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 18,618 $1.01M 0.49% +901 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 18,126 $980K 0.7% -1,577 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 18,059 $976K 1.02% +6,392 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 17,950 $968K 0.05% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 17,912 $968K 0.04% -1,068 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 17,477 $945K 0.42% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 18,160 $924K 1.37% new 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 17,025 $920K 0.35% -21,060 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 16,498 $892K 0.03% +4,700 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 16,455 $889K 0.04% +2,263 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 16,343 $883K 0.02% -53 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 15,917 $860K 0.12% +2,942 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 15,884 $859K 0.01% +3,335 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 15,662 $847K 0.19% -40 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 15,500 $838K 0.1% 0 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 15,340 $829K 0.14% +318 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 15,336 $829K 0.01% -1,613 13F-HR Timeline Aubrey Capital Management Ltd More: the full row for Aubrey Capital Management Ltd 15,287 $826K 0.33% +5,000 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15,150 $819K 0.02% -2,200 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 15,065 $814K 0.01% -1,222 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 15,041 $813K 0.01% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 14,915 $806K <0.01% +105 13F-HR/A Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 14,889 $805K 0.33% +80 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 14,596 $789K <0.01% +8,092 13F-HR Timeline Group DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 14,300 $773K 0.13% -1,000 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 14,278 $772K 0.15% +2,878 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 14,244 $770K 0.37% -586 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 14,236 $769K <0.01% +4,836 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 14,071 $761K 0.17% -1,108 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 14,053 $760K 0.13% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 13,900 $751K 0.36% -16,300 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 13,706 $741K 0.28% +521 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 13,682 $740K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 13,456 $727K 0.02% -530 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 13,299 $719K 0.09% +908 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,251 $716K <0.01% +5,212 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 13,232 $715K 0.05% +4,780 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 12,913 $698K 0.39% +2,846 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 12,898 $697K 0.13% 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,681 $685K 0.01% +4,003 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 12,679 $685K 0.09% +563 13F-HR Timeline Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 12,676 $685K 0.62% +2,794 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 12,668 $685K 0.11% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 12,629 $683K <0.01% +2,542 13F-HR Timeline Group Savior LLC More: the full row for Savior LLC 12,554 $679K 2.45% +19 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 12,470 $660K 0.18% +7,423 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 12,208 $660K 0.14% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 12,152 $657K 0.01% -14,888 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 12,115 $655K 0.29% +206 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 12,251 $655K 0.28% +1,262 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 12,242 $652K 0.33% new 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 12,019 $650K 0.01% new 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 12,000 $649K 0.16% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 11,885 $642K 0.07% -2,632 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 11,881 $642K 0.18% new 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 11,790 $637K 0.08% new 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 11,550 $624K 0.02% -4,647 13F-HR Timeline Group GK Wealth Management LLC More: the full row for GK Wealth Management LLC 11,410 $617K 0.45% +940 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 11,340 $613K 0.06% +1,449 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,329 $612K 0.01% -5 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 11,300 $611K 0.07% +500 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 10,805 $584K 0.06% +2,201 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 10,621 $574K 0.03% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,606 $573K <0.01% +1,152 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 10,579 $572K 0.02% +430 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,425 $563K <0.01% +1,464 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 10,275 $555K 0.95% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,157 $549K 0.02% +295 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 9,835 $532K 0.05% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,811 $530K <0.01% -111 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,787 $529K 0.02% -233 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,740 $526K 0.12% -3,875 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 9,664 $522K 0.24% -2 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,639 $521K 0.01% -3,099 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 9,605 $519K 0.02% +2,535 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 9,584 $518K <0.01% 0 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 9,547 $516K 0.07% +579 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,510 $514K 0.02% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,506 $514K <0.01% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 9,497 $513K <0.01% 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 9,474 $512K <0.01% -821 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 9,395 $508K 0.09% 0 13F-HR/A Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,917 $482K 0.03% -2,120 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,766 $474K 0.01% +4,445 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 8,600 $465K 0.22% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 8,546 $462K 0.04% -1,988 13F-HR/A Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 8,512 $460K 0.2% -299 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 8,485 $459K 0.37% -3,000 13F-HR Timeline Lotus Technology Management, LP More: the full row for Lotus Technology Management, LP 8,436 $456K 0.25% 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 8,395 $454K 0.18% -70 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,391 $454K 0.13% -500 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 8,358 $452K 0.05% +1,784 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,350 $451K 0.03% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 8,325 $450K 0.18% -41 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,271 $447K 0.01% -125,104 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,271 $447K 0.02% new 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 8,210 $444K 0.03% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 8,130 $439K 0.13% -1,288 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 8,125 $439K 0.12% 0 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 8,116 $439K 0.25% -2,677 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,000 $432K 0.03% -587 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 7,905 $427K 0.08% -93 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 7,872 $425K 0.05% 0 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,812 $422K <0.01% -11,225 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 7,777 $420K 0.02% -893 13F-HR Timeline Haven Global Partners, LLC More: the full row for Haven Global Partners, LLC 7,600 $411K 0.3% -7,000 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,469 $404K <0.01% +243 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,447 $403K 0.01% +2,951 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 7,425 $401K 0.04% +1,331 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 7,480 $395K 0.01% +1,621 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 7,253 $392K <0.01% +1,064 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,134 $386K 0.01% -434 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 7,120 $385K 0.01% -6,435 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 7,118 $385K 0.07% 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,060 $382K <0.01% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,990 $378K <0.01% +190 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 6,975 $377K 0.05% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 6,970 $377K 0.27% -250 13F-HR Timeline