IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,278 $760K 0.01% -412 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 5,243 $755K +2,692 Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 5,197 $749K 0.03% +100 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,106 $736K 0.07% new 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 5,095 $734K 0.71% 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 5,068 $730K +107 Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 5,068 $730K 0.16% +1,609 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 5,048 $727K 0.2% new 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 5,046 $727K 0.58% new 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 5,037 $726K 0.37% +12 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 4,994 $719K 0.04% new 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,992 $719K 0.01% -115 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,978 $717K 0.01% +714 13F-HR Timeline Group Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 4,960 $715K 0.16% +128 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 4,947 $713K <0.01% -4,731 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 4,810 $693K 0.04% -1,000 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 4,796 $691K 0.15% +95 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,753 $685K 0.12% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,723 $680K <0.01% +30 13F-HR Timeline Group United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 4,700 $677K 0.03% new 13F-HR Timeline CAXTON ASSOCIATES LP More: the full row for CAXTON ASSOCIATES LP 4,694 $676K 0.02% +164 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 4,613 $665K <0.01% -367 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 4,603 $663K 0.48% +1,131 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,580 $660K 0.01% -654 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,554 $656K 0.01% -18,040 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 4,061 $654K 0.04% +881 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,521 $651K 0.13% -233 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 4,517 $651K 0.34% 0 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 4,520 $650K <0.01% new 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 4,467 $644K 0.02% +1,072 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 4,445 $640K 0.04% -47 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,439 $640K 0.06% +1,738 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,339 $625K <0.01% -313 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,337 $625K 0.01% -75 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 4,335 $624K 0.25% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,338 $624K 0.01% +844 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 4,212 $607K 0.05% -333 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 4,172 $597K 0.01% +2,520 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 4,127 $595K 0.3% 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 4,110 $592K 0.04% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 4,046 $583K 0.01% +18 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 4,011 $578K 0.1% +18 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 4,000 $576K 0.04% 0 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,989 $575K 0.01% -17,005 13F-HR Timeline Group Oak Thistle LLC More: the full row for Oak Thistle LLC 3,917 $564K 0.17% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,855 $555K 0.01% +1,555 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,836 $553K 0.23% -5,703 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 3,801 $548K 0.42% +998 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,785 $545K 0.44% 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 3,768 $543K <0.01% -2,424 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,763 $542K 0.01% +194 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,742 $539K 0.05% -23 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 3,738 $538K 0.02% new 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,735 $538K 0.01% -74 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,702 $533K 0.02% +2,970 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 3,674 $529K 0.18% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,672 $529K 0.14% +405 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,653 $526K 0.03% -27 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 3,647 $525K 0.52% -5 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,642 $525K 0.03% new 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 3,625 $522K 0.16% -192 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,618 $521K 0.56% 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 3,599 $518K 0.03% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,569 $514K 0.05% +258 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,533 $509K 0.04% +837 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 3,525 $508K 0.08% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 3,509 $506K 0.02% -76 13F-HR/A Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,504 $505K 0.07% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,499 $504K 0.07% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,398 $490K 0.36% -646 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,344 $482K <0.01% -11,112 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,227 $475K 0.19% +157 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,281 $473K 0.1% new 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,274 $472K 0.19% +5 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 3,269 $471K 0.01% -12,871 13F-HR/A Timeline Group Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 3,269 $471K 0.02% -56 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,260 $470K 0.03% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3,256 $469K <0.01% +1,708 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,250 $468K 0.06% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 3,243 $467K 0.01% -2,123 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,231 $465K <0.01% +335 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 3,203 $461K 0.15% -3,667 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 3,196 $460K 0.39% 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,191 $460K 0.08% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,186 $459K 0.01% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,795 $456K 0.19% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,144 $453K 0.02% -559 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,126 $450K 0.05% +1,605 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 3,118 $449K 0.14% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,100 $447K <0.01% -2,364 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,092 $445K 0.02% -994 13F-HR Timeline Wealthcare Capital Partners, LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Capital Partners, LLC 3,044 $439K 0.23% 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,923 $421K 0.01% +379 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 2,914 $420K 0.02% -66 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,906 $419K 0.05% +2,077 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 2,900 $418K 0.04% +900 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,875 $414K <0.01% +1,203 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,846 $410K 0.02% -512 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 2,836 $409K 0.32% -1,064 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 2,818 $406K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,808 $405K 0.03% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2,764 $398K 0.09% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,757 $397K 0.01% +179 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,746 $396K <0.01% +25 13F-HR Timeline Group Financial Council, LLC More: the full row for Financial Council, LLC 2,743 $395K 0.2% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,738 $394K <0.01% +86 13F-HR Timeline Group GFG Capital, LLC More: the full row for GFG Capital, LLC 2,731 $393K 0.11% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,683 $387K 0.01% -1,754 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 2,680 $386K 0.01% -21 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,670 $385K <0.01% +2,669 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,656 $383K 0.16% +1,360 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,644 $381K <0.01% +1,022 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,626 $378K 0.29% -6 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,615 $377K 0.2% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,611 $376K 0.05% +8 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,369 $376K 0.02% +1,009 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,575 $371K 0.02% +64 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,534 $365K 0.14% +105 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 2,530 $364K 0.01% -358 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,520 $363K 0.03% +2,450 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 2,510 $362K 0.02% 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 2,508 $361K 0.07% -3,404 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,495 $359K 0.01% -1,179 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,471 $356K 0.01% +462 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,450 $353K 0.08% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,444 $352K 0.02% +7 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,432 $350K 0.02% +252 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,420 $349K <0.01% +488 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,247 $348K 0.01% +312 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 2,392 $345K 0.08% -97 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,390 $344K 0.31% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,374 $342K 0.01% +2,150 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,355 $339K 0.18% 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 2,327 $335K 0.02% -71 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 2,320 $334K 0.05% -2,200 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,310 $333K 0.29% new 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,310 $333K 0.01% +2,204 13F-HR/A Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 2,305 $332K <0.01% -17,158 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,314 $332K 0.03% -374,733 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,300 $331K <0.01% +800 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,236 $322K <0.01% +327 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,222 $320K 0.02% +649 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,208 $318K 0.03% +174 13F-HR Timeline WILSEY ASSET MANAGEMENT INC More: the full row for WILSEY ASSET MANAGEMENT INC 2,197 $316K 0.06% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,194 $316K <0.01% new 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,192 $316K <0.01% -100,167 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,185 $315K 0.08% +176 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 2,149 $310K 0.19% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,140 $308K 0.11% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,132 $307K 0.02% +31 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,106 $303K 0.09% +177 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,103 $303K 0.03% -200 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,090 $301K 0.01% 0 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 2,034 $299K 0.13% -2 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 2,074 $299K 0.04% +325 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,074 $299K 0.01% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,200 $298K 0.08% new 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 2,055 $296K <0.01% +557 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 2,055 $296K 0.17% 0 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 2,053 $296K 0.04% +5 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 2,041 $294K 0.28% +40 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,018 $294K 0.09% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,039 $294K 0.02% -46 13F-HR Timeline Group Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 2,035 $293K 0.07% +5 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,030 $292K 0.01% +120 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,023 $291K 0.02% new 13F-HR Timeline Group Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,001 $288K 0.1% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,980 $285K <0.01% +583 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 1,970 $284K 0.04% 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 1,968 $284K 0.11% 0 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 1,921 $277K <0.01% -1,300 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,920 $277K 0.41% 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,917 $276K 0.21% new 13F-HR Timeline Group Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,900 $274K 0.14% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,884 $271K <0.01% +62 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,868 $269K <0.01% -369 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,857 $268K 0.01% -2,151 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,845 $266K 0.11% +230 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,843 $266K 0.01% +15 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,839 $265K <0.01% +307 13F-HR/A Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,816 $262K 0.01% +22 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,600 $261K 0.09% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 1,801 $259K 0.2% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,800 $259K 0.02% +276 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,799 $259K 0.05% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,785 $257K <0.01% new 13F-HR Timeline Crossmark Global Holdings, Inc. 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