OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,935 $375K <0.01% -735 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,872 $371K 0.07% +1,000 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,871 $369K <0.01% -718 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 6,656 $360K 0.46% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,635 $359K 0.01% -1,016 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,635 $359K <0.01% +526 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. 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More: the full row for North Star Investment Management Corp. 6,088 $329K 0.02% -80 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 6,060 $328K <0.01% -870 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,044 $327K <0.01% -554 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,019 $325K <0.01% 0 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 5,900 $323K 0.14% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,969 $323K <0.01% -641 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,925 $320K 0.01% -45 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,905 $319K 0.04% -2,745 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 5,858 $317K 0.08% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 5,846 $316K 0.05% -101 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 5,677 $307K 0.04% 0 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 5,620 $304K 0.06% 0 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 5,609 $303K 0.13% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 5,524 $299K 0.15% 0 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 5,516 $298K 0.09% new 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 5,485 $294K <0.01% -1,579 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 5,319 $287K 0.08% -2,739 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 5,288 $286K 0.08% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 5,248 $284K <0.01% -112 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,230 $283K <0.01% -19,400 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,220 $282K 0.01% -50 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 5,215 $282K 0.01% 0 13F-HR Timeline Waterfront Wealth Inc. 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More: the full row for INVESTMENT PARTNERS, LTD. 5,125 $277K 0.1% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,110 $276K <0.01% -3,386 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 5,108 $276K 0.03% 0 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 5,100 $276K 0.1% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,092 $275K <0.01% -505 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,050 $273K 0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,022 $271K <0.01% +1,104 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,981 $269K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,973 $269K 0.01% -1,766 13F-HR Timeline Verus Financial Partners, Inc. 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More: the full row for Nadler Financial Group, Inc. 4,638 $251K 0.02% -95 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,563 $247K <0.01% -2,593 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,559 $246K 0.01% -15,859 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,544 $246K 0.01% 0 13F-HR Timeline Group Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 4,537 $245K 0.22% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,497 $243K 0.01% +116 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,490 $243K <0.01% new 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 4,471 $242K <0.01% +50 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,420 $239K 0.01% -5,720 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,353 $235K 0.07% -423 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,341 $235K <0.01% +11 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 4,292 $232K 0.06% +3,755 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 4,271 $231K 0.2% 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 4,250 $230K 0.2% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,205 $227K 0.02% +1,085 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,204 $227K 0.04% 0 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,150 $224K 0.05% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,095 $221K 0.01% new 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 4,016 $217K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4,016 $217K 0.01% +2,803 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 4,000 $216K 0.07% 0 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 3,980 $215K <0.01% -36 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,970 $215K 0.01% 0 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 3,951 $214K 0.01% -515 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 3,915 $212K 0.04% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,911 $211K 0.01% -187 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,898 $211K 0.02% 0 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 3,829 $207K <0.01% -1,562 13F-HR Timeline First City Capital Management, Inc. 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More: the full row for TD Waterhouse Canada Inc. 1,614 $87.3K <0.01% +62 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,600 $86.5K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,587 $85.8K <0.01% -657 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,575 $85K <0.01% 0 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,500 $81.1K 0.02% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,497 $80.9K 0.03% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,297 $70.8K <0.01% 0 13F-HR/A Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 1,260 $68.1K 0.02% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,245 $67.3K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,221 $66K <0.01% -147 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. 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Private Wealth Management, LLC 958 $51.8K 0.03% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 928 $50.2K 0.03% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 914 $49.4K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 907 $49K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 810 $43.8K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 775 $41.9K 0.01% -104 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 702 $37.7K <0.01% +701 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 670 $36.2K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 635 $34.3K <0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 623 $33.7K <0.01% -649 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 605 $32.7K <0.01% -3,009 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 600 $32.4K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 588 $31.8K <0.01% +100 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 586 $31.7K <0.01% +30 13F-HR Timeline LANARK FINANCIAL, INC. 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More: the full row for Cullen/Frost Bankers, Inc. 159 $8.59K <0.01% 0 13F-HR Timeline Group Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 157 $8.49K <0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 155 $8.38K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 153 $8.27K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 155 $8K <0.01% 0 13F-HR/A Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 150 $8K <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 133 $7.19K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 132 $7.14K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. 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More: the full row for 1620 INVESTMENT ADVISORS, INC. 59 $3.19K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 58 $3.13K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 48 $3K <0.01% 0 13F-HR Timeline Group Go Invest LLC More: the full row for Go Invest LLC 51 $2.78K <0.01% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 49 $2.65K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 42 $2.27K <0.01% 0 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 37 $2.02K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 52 $2K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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