KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,333 $659K 0.02% +30 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,331 $658K 0.02% -256 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,265 $640K 0.08% +296 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,272 $634K 0.01% -2,868 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,247 $634K 0.16% 0 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 2,193 $619K 0.23% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,191 $619K 0.01% +168 13F-HR/A Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,183 $616K 0.02% +419 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,179 $615K 0.03% +442 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,156 $609K 0.03% +597 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,155 $609K 0.03% -179 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 2,151 $607K <0.01% -482 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 2,149 $607K 0.09% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,142 $605K 0.01% -315 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,141 $605K 0.01% -454 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,130 $601K 0.02% +938 13F-HR Timeline Group Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,116 $597K 0.15% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,109 $596K 0.21% +8 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,206 $595K 0.02% +336 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,081 $588K 0.17% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,077 $586K 0.01% -547 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,072 $585K 0.09% -17 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,063 $583K 0.01% -110 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,057 $581K 0.02% -548 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,051 $579K 0.03% -22,676 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,043 $577K 0.01% -1,217 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,040 $576K 0.19% +8 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 2,038 $575K 0.05% -1,187 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,032 $574K 0.23% +10 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,029 $573K 0.3% -7 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 1,696 $569K +601 Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,937 $563K 0.03% -38 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 1,990 $562K 0.11% -7,505 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,989 $562K 0.05% new 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,989 $562K 0.01% -102 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,949 $550K 0.07% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,931 $545K 0.04% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,897 $536K 0.01% +168 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,820 $533K 0.01% -58 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,884 $532K 0.1% +182 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,868 $527K 0.06% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,861 $523K 0.02% 0 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 1,850 $522K 0.18% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,834 $518K 0.01% -39 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 1,833 $518K 0.07% 0 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 1,830 $517K 0.03% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,812 $512K 0.01% -1,142 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,810 $511K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,793 $506K 0.04% -10 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,792 $506K 0.02% +549 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,772 $500K <0.01% -550 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,770 $500K 0.06% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,738 $491K 0.11% +100 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,736 $490K 0.03% +439 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,733 $489K 0.19% -93 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,724 $487K 0.01% +109 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,721 $486K 0.03% +27 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,700 $480K 0.03% -461 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,692 $478K 0.02% +340 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 1,690 $477K 0.21% -7 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,689 $477K <0.01% -509 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,686 $476K 0.04% +282 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,680 $474K <0.01% +59 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,680 $474K 0.03% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,657 $468K 0.01% +8 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,651 $466K <0.01% +209 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,652 $466K 0.07% -35 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,644 $464K 0.06% -231 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,611 $455K 0.22% -245 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,600 $452K 0.04% 0 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 1,600 $452K 0.05% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,598 $451K 0.02% 0 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 1,589 $449K 0.01% -529 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,588 $448K 0.03% new 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 1,581 $446K 0.1% 0 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 1,581 $446K 0.33% 0 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 1,571 $444K 0.39% -150 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,540 $435K 0.01% -67 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,538 $434K <0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,537 $434K 0.01% -96 13F-HR/A Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,529 $432K 0.1% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,521 $429K <0.01% -452 13F-HR Timeline Group RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,511 $427K 0.02% -537 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,509 $426K 0.04% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,501 $424K 0.17% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,500 $424K <0.01% -666 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 1,500 $424K 0.04% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,489 $420K 0.04% +70 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,481 $418K 0.02% +120 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 1,478 $417K 0.3% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,476 $417K 0.02% +301 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,472 $416K 0.01% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,470 $415K 0.01% -6 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,465 $414K 0.06% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,465 $414K <0.01% -128 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,463 $413K <0.01% +436 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,530 $412K 0.03% -444 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,459 $412K 0.16% +483 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,459 $412K 0.03% 0 13F-HR/A Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,446 $408K 0.01% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,438 $406K 0.06% +125 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,439 $406K 0.01% +472 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,430 $404K 0.01% new 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,425 $402K 0.01% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,421 $401K 0.03% -324 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,419 $401K <0.01% -67 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,414 $399K 0 Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,410 $398K 0.18% -150 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,404 $396K 0.12% +50 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,403 $396K 0.02% +420 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 1,393 $393K 0.16% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,392 $393K 0.05% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,212 $391K 0.06% -90 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,381 $390K 0.04% +59 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,355 $383K 0.01% +83 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,335 $377K 0.01% +11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,332 $376K <0.01% -6 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,332 $376K 0.03% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,321 $373K 0.09% new 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 1,320 $373K 0.11% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,313 $371K 0.02% +241 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 1,302 $368K 0.08% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,295 $366K <0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,290 $364K 0.01% -328 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,281 $362K 0.03% new 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,277 $361K 0.03% +41 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 1,275 $360K 0.17% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,269 $358K 0.05% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,264 $357K 0.09% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,260 $356K 0.06% +34 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,259 $356K 0.03% new 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,247 $352K 0.01% -1,112 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,246 $352K 0.02% -12,442 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,244 $351K 0.03% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,241 $350K 0.04% +491 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,186 $347K 0.04% -5 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 1,229 $347K 0.1% 0 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 1,228 $347K 0.01% -1,925 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,223 $345K 0.01% -2,065 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,221 $345K 0.13% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,220 $344K 0.01% -2,566 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,218 $344K 0.06% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,210 $342K 0.05% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,003 $342K 0.05% +9 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 1,209 $341K 0.27% +206 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,205 $340K 0.09% 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,204 $340K 0.07% +4 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,199 $339K 0.03% +189 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,199 $338K 0.01% new 13F-HR Timeline Group Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,196 $338K 0.16% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 982 $335K 0.03% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,179 $333K 0.01% -1,249 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,176 $332K 0.02% +25 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,171 $331K 0.08% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,167 $330K 0.01% -77 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,164 $329K 0.09% -1,136 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,161 $328K 0.02% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,161 $328K 0.17% -40 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,135 $320K 0.16% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,135 $320K 0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,133 $320K 0.02% +39 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,065 $318K 0.02% new 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,125 $318K 0.01% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,124 $317K 0.07% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,117 $315K 0.01% -63 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,103 $311K 0.04% +31 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,101 $311K 0.03% -189 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,093 $309K 0.02% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,076 $304K 0.02% +9 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,069 $302K 0.01% -74 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 1,069 $302K 0.2% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,015 $297K 0.01% +5 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,039 $293K 0.01% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,005 $284K 0.03% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 977 $283K 0.02% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,004 $283K 0.02% -352 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,000 $282K 0.02% -19 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,000 $282K 0.01% 0 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,000 $282K 0.05% new 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 1,000 $282K 0.11% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,000 $282K 0.02% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 996 $281K 0.02% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 826 $280K 0.02% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 991 $280K 0.01% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 982 $277K 0.12% -202 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 980 $277K 0.03% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 979 $276K <0.01% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 978 $276K 0.02% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 964 $272K 0.01% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 962 $272K 0.01% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 959 $271K <0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 947 $267K <0.01% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 740 $267K 0.03% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 945 $267K 0.03% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 935 $264K 0.01% new 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 929 $262K 0.06% new 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 922 $260K 0.07% -696 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 916 $259K <0.01% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 960 $259K 0.05% -9,383 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 910 $257K 0.01% new 13F-HR Timeline