CX Institutional More: the full row for CX Institutional 1,086 $1.15M 0.05% -3 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,084 $1.15M 0.46% -105 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,083 $1.15M 0.08% -93 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,079 $1.14M 0.45% -150 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 1,073 $1.14M 0.96% 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,067 $1.13M 0.42% +220 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,061 $1.12M 0.14% -278 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,057 $1.12M 0.09% +20 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,056 $1.12M 0.08% +66 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,054 $1.12M 0.17% +6 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,051 $1.11M 0.09% -129 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,050 $1.11M 0.58% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,050 $1.11M 0.22% +32 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,048 $1.11M 0.64% +25 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,048 $1.11M 0.06% +39 13F-HR Timeline Group REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,041 $1.1M 0.21% -193 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,030 $1.09M 0.03% +102 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 1,030 $1.09M 0.71% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,030 $1.09M 0.4% +45 13F-HR Timeline Hel Ved Capital Management Ltd More: the full row for Hel Ved Capital Management Ltd 1,030 $1.09M 0.33% -2,000 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 1,028 $1.09M 0.28% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,025 $1.09M 0.55% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,023 $1.08M <0.01% +99 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 1,023 $1.08M 0.27% +36 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,008 $1.07M 0.23% -130 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 1,007 $1.07M 0.52% 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 1,005 $1.07M 0.65% -11 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,000 $1.06M 0.12% -1,000 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,000 $1.06M 0.26% new 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 999 $1.06M 0.81% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 998 $1.06M 0.15% -77 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 996 $1.06M 0.16% -58 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 987 $1.05M 0.46% +21 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 987 $1.05M 0.11% +28 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 987 $1.05M 0.1% +4 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 985 $1.04M 0.02% -6 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 985 $1.04M 0.67% -153 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 980 $1.04M 0.2% -91 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 980 $1.04M 0.17% +106 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 980 $1.04M 0.07% -261 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 977 $1.04M 0.25% -25 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 976 $1.03M +177 Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 937 $1.03M 0.16% -17 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 962 $1.02M 0.13% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 962 $1.02M 0.48% +3 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 958 $1.02M 0.28% -110 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 957 $1.01M 0.76% 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 956 $1.01M 0.03% -17 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 955 $1.01M 0.39% +9 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 954 $1.01M 0.02% +6 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 951 $1.01M 0.22% +14 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 950 $1.01M 0.36% 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 949 $1.01M 0.2% -7 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 947 $1M 0.22% -133 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 944 $1M 0.15% +113 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 928 $996K 0.23% -9 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 938 $994K 0.2% -133 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 936 $992K +15 Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 931 $987K 0.12% +21 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 925 $981K 0.48% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 924 $980K 0.11% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 925 $978K 0.05% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 922 $977K 0.06% -27 13F-HR Timeline GG Group Ventures, LLC More: the full row for GG Group Ventures, LLC 918 $973K 1.28% -397 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 908 $963K 0.03% -1,128 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 905 $959K 0.03% -9 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 900 $954K 0.1% 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 900 $954K 0.71% 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 898 $952K 0.38% +66 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 898 $952K 0.2% new 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 894 $948K 0.65% 0 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 893 $947K 1% 0 13F-HR Timeline Group COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 886 $946K 0.06% -5 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 890 $944K 0.03% +14 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 889 $942K 0.11% -106 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 888 $941K 0.2% 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 887 $940K 0.03% +196 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 886 $939K 0.03% +15 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 885 $938K 0.08% +40 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 885 $938K 0.55% 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 880 $933K 0.08% -69 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 878 $931K 0.4% 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 875 $928K 0.04% +437 13F-HR Timeline Southern Style Financial, Inc. More: the full row for Southern Style Financial, Inc. 874 $926K 0.75% 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 867 $919K 0.07% +93 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 867 $919K 0.16% +19 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 870 $917K 0.51% -23 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 864 $916K 0.03% +84 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 863 $915K 0.26% -3 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 856 $907K 0.09% +5 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 853 $904K 0.23% -74 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 852 $903K 0.22% +22 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. 850 $901K 0.02% +96 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 849 $900K 0.03% +483 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 849 $900K 0.13% +2 13F-HR/A Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 849 $900K 0.49% -23 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 845 $896K 0.33% +42 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 844 $895K 0.01% +381 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 843 $894K 0.15% -15 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 842 $893K 0.39% -31 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 842 $893K 0.31% +179 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 838 $888K 0.14% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 838 $888K 0.06% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 837 $887K 0.3% +2 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 836 $886K 0.25% +9 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 834 $884K 0.27% -243 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 832 $882K 0.43% -52 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 832 $882K 0.12% +393 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 827 $877K 0.02% +108 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 825 $875K 0.03% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 824 $873K 0.5% -71 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 822 $871K 0.05% -33 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 820 $869K 0.02% 0 13F-HR Timeline American Trust More: the full row for American Trust 820 $869K 0.07% -12 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 813 $862K 0.1% +159 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 813 $862K 0.5% -117 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 812 $861K 0.07% +58 13F-HR/A Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 812 $861K 0.28% -224 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 809 $858K 0.13% +18 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 808 $857K 0.05% -79 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 806 $855K 0.01% +278 13F-HR/A Timeline Group Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 806 $854K 0.46% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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More: the full row for Freemont Management S.A. 800 $848K 0.42% 0 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 800 $848K 0.02% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 798 $846K 0.18% -11 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 797 $845K 0.09% -82 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 797 $845K 1.11% 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 794 $842K 0.64% -9 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 816 $842K 0.2% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 788 $835K 0.2% +2 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 786 $833K 0.33% 0 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 825 $832K 0.91% 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 785 $832K 0.24% -85 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 784 $831K 0.02% +62 13F-HR Timeline United Bank More: the full row for United Bank 784 $831K 0.35% +247 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 777 $823K 0.07% +113 13F-HR Timeline Group Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 774 $821K 0.01% -33 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 771 $817K 0.1% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 766 $812K 0.44% +6 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 763 $809K 0.29% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 762 $808K 0.21% -79 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 762 $808K 0.22% 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 760 $806K 0.35% +302 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 760 $806K 0.57% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 758 $803K 0.09% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 748 $793K 0.25% -130 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 747 $792K 0.07% +7 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 747 $792K 0.43% 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 745 $790K 0.33% -22 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 744 $789K 0.06% -71 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 701 $789K 0.45% +45 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 742 $787K 0.26% -10 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 749 $786K 0.03% +23 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 740 $784K 0.33% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 739 $783K 0.21% +13 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 738 $782K 0.07% -1 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 735 $779K 0.12% -229 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 734 $778K 0.1% new 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 734 $778K 0.03% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 729 $773K 0.25% +16 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 725 $769K 0.1% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 723 $767K 0.11% -224 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 722 $765K 0.28% +252 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 718 $761K 0.46% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 717 $760K 0.14% -54 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 715 $758K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 714 $757K +24 Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 710 $753K 0.05% +4 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 709 $752K 0.41% +480 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 709 $752K 0.05% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 707 $750K 0.17% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 706 $748K 0.1% -8 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 705 $747K 0.68% +30 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 704 $746K 0.18% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 703 $745K 0.05% +26 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 702 $744K 0.03% +8 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 701 $743K 0.13% +75 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 700 $742K 0.08% 0 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 700 $742K 0.27% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 690 $731K 0.28% +28 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 683 $724K 0.01% -21 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 683 $724K 0.46% +83 13F-HR Timeline Group MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 681 $722K 0.26% +81 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 680 $721K 0.23% +200 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 680 $721K 0.06% +45 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 707 $718K 0.68% 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 703 $717K 0.34% -10 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 676 $717K 0.74% 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 675 $716K 0.4% +203 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. 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