Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,840 $3.21M 0.04% -11 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 4,781 $3.2M 0.08% +4,455 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 4,809 $3.19M 1.6% +15 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 4,765 $3.16M 1.46% -1,536 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,747 $3.14M 0.1% +1,036 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,692 $3.11M 0.09% +874 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,673 $3.1M 1.09% -42 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 4,653 $3.08M 1.7% -20 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 4,648 $3.08M 0.32% +217 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 4,645 $3.08M 0.34% -568 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 4,643 $3.08M 2.24% -23 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,638 $3.07M 0.01% -1,658 13F-HR Timeline Group CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 4,607 $3.05M 0.43% +114 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,592 $3.04M 0.07% +870 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 4,591 $3.04M 0.23% -6 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 4,584 $3.04M 0.37% -176 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,582 $3.04M 0.05% +288 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 4,576 $3.03M 0.56% -89 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,567 $3.03M 0.29% +135 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,560 $3.02M 0.35% +3,856 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 4,509 $3.02M new Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 4,521 $2.99M 0.31% -659 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,519 $2.99M 0.02% +2,519 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 4,466 $2.96M 0.35% +183 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 4,459 $2.95M 0.06% -133 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,437 $2.94M 0.59% -495 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,423 $2.93M 0.2% +22 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,421 $2.93M 0.06% -12 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 4,413 $2.92M 0.4% -222 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,455 $2.9M 0.1% +139 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,365 $2.89M 0.1% +116 13F-HR Timeline Group Katamaran Capital LLP More: the full row for Katamaran Capital LLP 4,347 $2.88M 2.18% -628 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 4,319 $2.86M 0.55% +334 13F-HR Timeline Group Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 4,300 $2.85M 0.29% -1,850 13F-HR Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 4,300 $2.85M 1.02% new 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 4,289 $2.84M 0.19% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,289 $2.84M 0.02% new 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,260 $2.82M 0.26% +881 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 4,257 $2.82M 0.63% +25 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,251 $2.82M 0.16% +794 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,239 $2.81M 0.14% +269 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 4,236 $2.81M 0.22% -54 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,228 $2.8M 0.15% +159 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,192 $2.78M 0.19% -703 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,163 $2.76M 0.05% +428 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,336 $2.76M 0.47% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 4,139 $2.74M 0.36% +2,108 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 4,127 $2.73M 0.74% +37 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,114 $2.72M 0.06% +461 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 4,081 $2.7M 0.35% +140 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 4,116 $2.68M +921 Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,037 $2.67M 0.09% +860 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 4,032 $2.67M 0.37% -1,381 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 4,017 $2.66M 0.33% 0 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 4,013 $2.66M 0.67% -142 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 4,001 $2.65M 0.03% -1,738 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 4,000 $2.65M 0.12% new 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 4,000 $2.65M 0.84% -4,831 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 4,000 $2.65M 0.71% 0 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 3,994 $2.65M 1.22% +3,304 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,976 $2.63M 0.08% +634 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 3,963 $2.63M 0.2% +17 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,965 $2.63M 0.02% +665 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 3,955 $2.62M 1.46% new 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 3,906 $2.59M 0.89% -24 13F-HR/A Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 3,870 $2.56M 0.97% -1,300 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,868 $2.56M 0.05% 0 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 3,842 $2.55M 0.59% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 3,750 $2.53M 0.14% 13F-HR Timeline Triad Investment Management More: the full row for Triad Investment Management 3,793 $2.51M 2.54% 13F-HR Timeline SWS Partners More: the full row for SWS Partners 3,769 $2.5M 0.6% +804 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,765 $2.49M 0.2% +474 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 3,761 $2.49M 0.45% -35 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,738 $2.48M 0.01% +283 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 3,733 $2.47M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,699 $2.45M 0.24% -110 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,698 $2.45M 0.13% -3,350 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 3,691 $2.45M +473 Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,648 $2.42M 0.31% 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,644 $2.41M 0.14% +24 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,640 $2.41M 0.04% +526 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,621 $2.4M 0.29% +18 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,607 $2.39M 0.04% -194 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,591 $2.38M 0.12% +1,527 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,546 $2.35M 0.03% -328 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 3,524 $2.33M 1.29% +173 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,593 $2.33M 0.05% -70 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 3,509 $2.32M 1.26% +89 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,500 $2.32M 0.03% +626 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,486 $2.31M 0.16% -472 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,472 $2.3M 0.1% +36 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,459 $2.29M 0.05% -54 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,444 $2.28M 0.04% +33 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,438 $2.28M 0.11% -2,510 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 3,429 $2.27M 0.35% -385 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,420 $2.27M 0.14% -1,820 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 3,399 $2.25M 1.19% +61 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 3,392 $2.25M 0.32% +799 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,389 $2.24M 0.04% -641 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 3,389 $2.24M 0.06% +607 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,383 $2.24M 0.09% +151 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,371 $2.23M 0.04% +1,041 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 3,367 $2.23M 0.06% -12,117 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 3,358 $2.22M 0.19% -120 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 3,718 $2.22M 0.18% 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,352 $2.22M 0.13% -29 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,335 $2.21M 0.39% +1 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 3,321 $2.2M 0.17% +1,314 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,309 $2.19M 0.02% -100 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 3,296 $2.18M 0.61% +25 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,293 $2.18M 0.11% +1,110 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 3,279 $2.17M 0.27% -219 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,268 $2.16M 0.11% +3 13F-HR Timeline Group Signature Wealth Management Group More: the full row for Signature Wealth Management Group 3,264 $2.16M 0.88% +97 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 3,256 $2.16M 1.14% 13F-HR/A Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,243 $2.15M 0.03% -258 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,241 $2.15M 0.03% -1 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 3,200 $2.12M 0.04% -7,096 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,199 $2.12M 0.43% -39 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 3,191 $2.11M 0.06% 0 13F-HR Timeline Group Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,187 $2.11M 0.4% -824 13F-HR Timeline LORD, ABBETT & CO. LLC More: the full row for LORD, ABBETT & CO. LLC 3,185 $2.11M 0.01% -1,433 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,170 $2.1M 0.89% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,158 $2.09M 0.03% -4,933 13F-HR Timeline Group SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 3,125 $2.07M 1.35% 0 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 3,120 $2.07M -102 Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,108 $2.06M 0.14% -113 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,103 $2.06M 0.01% -22,614 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,095 $2.05M 0.06% +2 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,644 $2.05M 0.07% -896 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,062 $2.03M 0.28% +121 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,054 $2.02M 0.01% -541 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,043 $2.02M 0.41% +242 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,015 $2M 0.02% +292 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 3,015 $2M 1.57% -8 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,014 $2M 0.03% +6 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 3,001 $1.99M 0.26% -531 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,001 $1.99M 0.61% -33 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,978 $1.97M 0.26% +84 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 2,975 $1.97M 0.04% +215 13F-HR Timeline Group MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 2,964 $1.96M 0.04% +1,127 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,948 $1.95M 0.07% -2,109 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,935 $1.94M 0.03% -1,417 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 2,904 $1.92M 0.25% -155 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 2,900 $1.92M 0.59% 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2,865 $1.9M 0.29% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,849 $1.89M 0.26% +22 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,842 $1.88M 0.91% -49 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2,820 $1.87M 0.05% +2,445 13F-HR/A Timeline Group Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 2,820 $1.87M +514 Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,795 $1.85M 0.04% +280 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 2,795 $1.85M 0.79% 0 13F-HR Timeline Prana Capital Management, LP More: the full row for Prana Capital Management, LP 2,779 $1.84M 0.07% -70,342 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,761 $1.83M 0.02% -574 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,756 $1.83M 0.13% +47 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 2,748 $1.82M 0.76% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,740 $1.82M 0.25% -350 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 2,740 $1.82M 0.19% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,715 $1.8M 1.09% -4 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,705 $1.79M 0.07% +454 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,683 $1.78M 0.28% -4 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,660 $1.76M 0.02% +73 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,657 $1.76M 0.05% new 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,650 $1.75M 0.26% -26 13F-HR Timeline Group CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,645 $1.75M 0.12% 0 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 2,640 $1.75M 0.4% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,639 $1.75M 0.04% +129 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,638 $1.75M 0.09% -79 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,637 $1.75M 0.11% +863 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,633 $1.74M 0.14% +46 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 2,623 $1.74M 0.16% +4 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,619 $1.73M 0.08% -721 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,607 $1.73M 0.01% +119 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2,588 $1.71M 0.51% +16 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,584 $1.71M 0.13% -170 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,583 $1.71M 0.1% -132 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 2,532 $1.68M 0.36% +812 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,527 $1.67M 0.1% +654 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 2,525 $1.67M 1.01% +64 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,520 $1.67M 0.13% +2,152 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,505 $1.66M 0.1% -128 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,505 $1.66M 0.03% +155 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 2,493 $1.65M 0.06% -21 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 2,489 $1.65M 0.44% 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,476 $1.64M 0.52% -30 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,475 $1.64M 0.14% -1,715 13F-HR Timeline Fulton Bank, N.A. 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