R Squared Ltd More: the full row for R Squared Ltd 4,568 $888K 0.41% +1,194 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,532 $881K 0.01% -7,821 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,516 $878K 0.1% +3,511 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,458 $867K 0.05% -436 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,423 $860K 0.03% +205 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 4,212 $855K 0.01% -18 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 9,500 $853K 0.21% -20,830 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 4,380 $851K 0.26% +35 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 4,358 $847K <0.01% -21,818 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,311 $838K 0.09% +2,590 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,279 $832K 0.01% -333 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,269 $830K 0.02% +35 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 4,233 $823K 0.1% new 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,196 $816K 0.34% +199 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,146 $806K <0.01% +224 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 4,142 $805K 0.46% +605 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,062 $790K 0.12% -332 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,058 $789K 0.01% -39 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 4,050 $787K <0.01% new 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 4,037 $785K 0.01% 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,033 $784K 0.02% -2,112 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,015 $780K 0.03% -348 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 4,000 $778K 0.28% new 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 4,000 $774K 0.04% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,943 $767K 0.01% 13F-HR/A Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,920 $760K <0.01% -429 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,882 $755K 0.14% -1,307 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,839 $746K 0.01% +44 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,838 $746K 0.01% -462 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,832 $745K 0.01% -4,284 13F-HR Timeline Group BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 3,800 $739K 0.44% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,782 $735K 0.03% +153 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,775 $734K 0.05% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,769 $733K 0.02% +500 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 3,759 $731K 0.11% -282 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,738 $727K 0.03% -433 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,678 $715K 0.01% +1,057 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,675 $714K 0.04% -51 13F-HR Timeline Group Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 3,658 $711K 0.09% 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,646 $709K 0.02% 0 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 3,603 $700K 0.15% +254 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,603 $700K 0.03% -517 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,584 $697K <0.01% -35,899 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 3,566 $693K 0.02% new 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 3,564 $693K 0.4% +50 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,562 $692K 0.11% -549 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,526 $685K 0.33% 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 3,519 $684K 0.15% +1,566 13F-HR/A Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,517 $684K 0.24% -3,246 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,514 $683K 0.01% -2,733 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 3,500 $680K 0.13% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,500 $680K <0.01% +77 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,585 $680K 0.16% -100 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 3,483 $677K 0.16% 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,477 $676K 0.29% +3 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,471 $675K 0.04% +285 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 3,464 $673K 0.16% 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,449 $670K 0.03% +1,738 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,435 $668K 0.02% -266 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,434 $668K 0.07% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,381 $657K <0.01% new 13F-HR Timeline Group Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 2,960 $656K 0.05% 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,351 $651K 0.09% +586 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,349 $651K 0.01% -701 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,339 $649K <0.01% -13 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 3,326 $647K 0.04% +71 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,314 $644K 0.02% +639 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,309 $643K 0.05% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,308 $643K <0.01% -340 13F-HR Timeline Group Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 3,298 $641K 0.38% +12 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,258 $640K 0.02% -17 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 3,275 $637K 0.65% new 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 3,271 $636K 0.05% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,268 $635K 0.01% -164 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,263 $634K 0.01% -5,140 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 3,262 $634K 0.75% 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,255 $633K 0.01% +90 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 3,236 $629K 0.56% 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,180 $618K 0.1% -49 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,140 $616K 0.06% +362 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,104 $603K 0.01% -11,079 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,093 $601K 0.07% -49 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,096 $599K 0.03% 0 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 2,749 $593K 0.15% 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,040 $591K <0.01% -1,525 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,023 $588K <0.01% -226,946 13F-HR Timeline Group U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 3,000 $583K 0.06% -3,000 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,998 $583K 0.03% -2,502 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,994 $579K 0.15% -1,679 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,973 $578K 0.2% -136 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,969 $577K -6,713 Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,969 $577K 0.08% +305 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,946 $573K 0.02% +2,089 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,942 $572K 0.05% -801 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,931 $570K 0.02% -337 13F-HR Timeline DJE Kapital AG More: the full row for DJE Kapital AG 2,910 $560K 0.02% -125,116 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,872 $558K 0.28% -3,758 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,858 $556K 0.09% 0 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 2,849 $554K 0.24% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,847 $553K 0.12% -95 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,832 $551K 0.48% 13F-HR Timeline Presima Securities ULC More: the full row for Presima Securities ULC 2,825 $549K 0.32% +42 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,824 $549K 0.02% -1,039 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,790 $547K 0.02% -237 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,807 $546K 0.11% new 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,796 $544K 0.45% +197 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 2,783 $541K 0.53% 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 2,779 $540K 0.16% +82 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,759 $536K 0.04% +130 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,757 $535K 0.03% -3,089 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,728 $530K 0.31% new 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 2,725 $530K 0.2% 0 13F-HR Timeline MEKETA INVESTMENT GROUP INC /ADV More: the full row for MEKETA INVESTMENT GROUP INC /ADV 2,703 $525K 1.78% 0 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 2,700 $525K 0.19% -88 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,695 $524K 0.04% +833 13F-HR/A Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 2,221 $524K 0.24% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,693 $523K 0.01% +287 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,691 $523K 0.02% +429 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,670 $519K 0.38% -101 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,662 $517K 0.02% -210 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,659 $517K 0.04% -323 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 2,177 $512K 0.31% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,586 $503K 0.03% +678 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,578 $501K 0.17% 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,568 $499K 0.04% -1,518 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 2,543 $494K 0.35% -60 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,526 $491K 0.01% -652 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,523 $490K 0.15% -250 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 2,515 $489K 0.32% +75 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,515 $489K 0.03% -32 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,507 $487K 0.11% -1,442 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,500 $486K 0.26% 0 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,499 $486K 0.25% -47 13F-HR Timeline Heronetta Management, L.P. More: the full row for Heronetta Management, L.P. 2,497 $485K 0.28% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,489 $484K 0.2% +50 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,469 $480K 0.01% -211 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 2,465 $479K 0.06% -1,174 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,457 $478K 0.32% +5 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,430 $472K 0.03% -4 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,419 $470K 0.11% -69 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,418 $470K 0.08% 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 2,418 $470K 0.19% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,371 $461K 0.29% +200 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,364 $460K -1,650 Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,310 $449K 0.18% +1,279 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,308 $449K 0.07% new 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 2,120 $448K 0.58% -19 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,305 $448K 0.02% -1,891 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,269 $441K <0.01% +442 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,243 $436K 0.02% +1,173 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,240 $436K 0.01% +242 13F-HR/A Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,230 $434K 0.01% -45 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,210 $430K 0.03% 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,200 $428K 0.01% +389 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,196 $427K 0.01% new 13F-HR/A Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 2,194 $426K 0.03% -85 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 2,181 $424K <0.01% -501 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,180 $424K <0.01% -4,037 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,176 $423K <0.01% +418 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,158 $419K 0.15% new 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 2,149 $416K 0.01% -152,174 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,129 $414K 0.01% +693 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,112 $411K 0.01% +121 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,109 $410K 0.02% +561 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,103 $409K 0.01% -6,749 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,102 $407K 0.02% -94 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,084 $405K 0.37% new 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. 2,076 $404K 0.01% -1,778 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,074 $403K 0.04% +6 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,069 $402K 0.03% -33 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,065 $401K 0.14% -585 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,084 $401K 0.02% +639 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,062 $400K 0.06% -108 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 2,053 $399K 0.07% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,057 $399K 0.1% -95 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,054 $399K 0.02% -66 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,039 $396K <0.01% +128 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 2,032 $395K 0.18% +3 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,024 $393K <0.01% -3,049 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,014 $391K 0.13% +1,665 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,000 $389K 0.03% 0 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 1,987 $386K 0.18% -14 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,979 $385K <0.01% -15,045 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,359 $384K 0.02% +312 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,949 $379K 0.01% -1,303 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,946 $378K 0.08% -124 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,937 $377K <0.01% -1,500 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,933 $376K <0.01% +34 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,927 $375K 0.19% -28 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,925 $374K 0.05% -357 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,905 $370K <0.01% -1,092 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 1,902 $370K 0.19% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,871 $364K <0.01% +67 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,858 $361K <0.01% +66 13F-HR Timeline Group Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,856 $361K 0.19% -92 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,856 $361K 0.01% -70 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,849 $359K 0.01% -968 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,841 $358K 0.02% +299 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,834 $357K 0.01% -70 13F-HR Timeline Group Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,829 $356K 0.11% -151 13F-HR Timeline