Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,012 $776K 0.02% +194 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,009 $774K 0.07% -210 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,002 $772K 0.19% -500 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,000 $771K 0.03% -400 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 2,000 $771K 0.08% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,000 $770K 0.28% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,987 $766K 0.16% -25 13F-HR/A Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 1,980 $763K 0.12% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,970 $759K 0.09% +3 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 1,969 $759K 0.08% new 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 1,960 $756K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,960 $756K <0.01% +1,084 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 1,948 $751K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,945 $750K 0.01% -14 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. American Trust More: the full row for American Trust 1,927 $743K 0.06% -36 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,887 $727K 0.13% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,886 $727K 0.01% +15 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,869 $721K 0.01% +160 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,867 $720K 0.01% -210 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,996 $707K 0.09% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,830 $705K 0.01% -275 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 1,810 $698K 0.01% new 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,808 $697K 0.01% +275 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 1,793 $691K 0.36% -552 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,776 $685K <0.01% +13 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,775 $684K 0.1% -1,803 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,759 $678K <0.01% +667 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,758 $678K 0.03% -254 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,744 $672K 0.14% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,738 $670K <0.01% -62 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,703 $656K <0.01% -449 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,702 $656K 0.01% -7 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,694 $653K 0.01% +40 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,671 $644K 0.12% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,669 $643K 0.2% +836 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,664 $641K 0.01% +160 13F-HR Timeline Group NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 1,663 $641K 0.05% +95 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,656 $638K <0.01% +660 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,654 $638K 0.01% -731 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,622 $625K 0.06% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,621 $625K 0.01% new 13F-HR Timeline Group DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 1,599 $616K 0.42% +366 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,592 $614K 0.01% new 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 1,589 $613K 0.02% -2 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,576 $608K 0.05% +60 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,570 $605K 0.03% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,549 $597K 0.07% +14 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,544 $595K 0.03% +37 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,540 $594K 0.01% +105 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 1,538 $593K 0.04% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,523 $587K 0.02% +213 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 1,522 $587K 0.27% -31 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,516 $584K 0.02% -22 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,514 $584K 0.05% +14 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,510 $582K 0.04% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,509 $582K 0.01% new 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,486 $573K 0.08% -170 13F-HR Timeline Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 1,464 $564K 0.5% -222 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,442 $556K 0.11% +380 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,438 $554K 0.05% -96 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,433 $552K 0.01% -1,974 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 1,426 $550K 0.41% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,743 $549K 0.07% -5 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,416 $546K 0.04% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,403 $541K 0.04% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,395 $538K 0.03% +7 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,371 $528K 0.02% +320 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,363 $525K 0.01% new 13F-HR Timeline Group Avanza Fonder AB More: the full row for Avanza Fonder AB 1,358 $523K 0.01% new 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 1,357 $523K 0.4% +503 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,353 $522K 0.01% -108 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,345 $519K 0.01% -423 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,342 $517K <0.01% new 13F-HR Timeline Group WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1,339 $516K <0.01% +7 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,333 $514K <0.01% +139 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,384 $510K 0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,312 $506K <0.01% +304 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,301 $502K 0.05% +10 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,297 $500K 0.02% +43 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 1,290 $497K 0.05% -501 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 1,280 $494K 0.1% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,278 $492K +296 Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,262 $486K 0.04% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,260 $486K 0.02% +19 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,258 $485K 0.06% +402 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,254 $483K <0.01% new 13F-HR Timeline Group SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 1,230 $474K 0.06% -321 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 1,213 $468K 0.02% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,213 $468K 0.04% -190 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,204 $464K 0.02% +84 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,403 $463K 0.01% +92 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,202 $463K <0.01% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,200 $463K 0.03% -62 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,199 $462K 0.01% -19 13F-HR Timeline Group Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 1,195 $461K 0.08% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,190 $459K 0.09% -6 13F-HR/A Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 1,184 $456K 0.27% +275 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,182 $456K 0.13% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,181 $455K 0.01% +518 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,179 $454K 0.01% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,154 $445K 0.02% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,152 $444K <0.01% +444 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,149 $443K 0.02% -32 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,147 $442K 0.1% +9 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,138 $439K 0.04% -512 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,123 $433K 0.01% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,112 $429K <0.01% -12 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 1,105 $426K 1.45% +29 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,104 $426K <0.01% +4 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,104 $426K 0.09% -440 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 1,100 $424K 0.03% 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,089 $420K 0.07% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,089 $420K 0.02% -114 13F-HR Timeline Group TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 1,082 $417K 0.36% new 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,100 $411K 0.01% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,066 $411K <0.01% -132 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,065 $411K 0.17% +35 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,060 $409K <0.01% +49 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,053 $406K 0.02% +293 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,042 $402K 0.03% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,041 $401K 0.04% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1,038 $400K 0.1% +14 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,023 $394K 0.04% 0 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 1,017 $392K 1.12% +223 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,001 $386K 0.02% +2 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 1,000 $385K 0.15% new 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 1,000 $385K 0.12% new 13F-HR Timeline Spectrum Advisors, Inc. More: the full row for Spectrum Advisors, Inc. 993 $383K 0.27% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 993 $383K 0.11% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 990 $382K 0.05% -36 13F-HR Timeline Group LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 974 $375K 0.2% -404 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 974 $375K 0.01% +50 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 974 $375K 0.01% +229 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 971 $374K 0.1% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 970 $374K 0.08% -68 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 963 $371K 0.02% -11 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 948 $365K <0.01% +20 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 947 $365K <0.01% +10 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 942 $363K 0.13% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 939 $362K 0.01% -112 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 935 $360K 0.13% -125 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 924 $356K 0.14% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 920 $355K 0.02% +1 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 918 $354K 0.02% -73 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 917 $353K 0.01% +88 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 905 $349K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 904 $348K 0.01% -24 13F-HR Timeline Group Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 900 $347K 0.02% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 899 $347K 0.03% new 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 899 $347K <0.01% -703 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 893 $344K 0.2% 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 889 $343K 0.01% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 887 $342K <0.01% new 13F-HR Timeline Group RASP WEALTH SOLUTIONS, LLC More: the full row for RASP WEALTH SOLUTIONS, LLC 886 $342K 0.11% 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 880 $339K 0.11% new 13F-HR Timeline Group Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 870 $335K 0.07% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,002 $333K 0.16% 0 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 863 $333K <0.01% +34 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 862 $332K 0.11% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 860 $332K 0.05% -18 13F-HR Timeline Quarry LP More: the full row for Quarry LP 855 $330K 0.05% -203 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 852 $329K 0.04% +49 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 851 $328K 0.19% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 843 $325K 0.04% -12 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 842 $325K 0.03% +7 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 841 $324K 0.1% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 841 $324K 0.06% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 833 $321K 0.05% -1,465 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 830 $320K <0.01% -233 13F-HR Timeline Group OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 826 $318K 0.16% new 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 825 $318K 0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 823 $317K 0.1% +154 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 811 $313K 0.01% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 809 $312K 0.05% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 808 $311K <0.01% +18 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 807 $311K 0.09% new 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 801 $309K 0.03% -856 13F-HR Timeline Group Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 799 $308K 0.21% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 795 $307K <0.01% +48 13F-HR Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 795 $306K 0.01% -5 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 792 $305K <0.01% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 783 $302K 0.05% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 782 $302K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 781 $301K 0.04% -11 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 780 $301K 0.08% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 779 $300K 0.01% -185 13F-HR Timeline Group ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 767 $296K 0.08% 0 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 758 $292K 0.05% new 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 757 $292K 0.09% 0 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 756 $291K 0.19% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 753 $290K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 756 $290K 0.08% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 752 $290K 0.01% -3,039 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 748 $288K 0.16% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 734 $283K 0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 731 $282K 0.03% -13 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 722 $278K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 721 $278K 0.01% +2 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 720 $278K 0.01% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 719 $277K 0.02% new 13F-HR Timeline