Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,345 $653K 0.08% +46 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,337 $649K 0.02% +108 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,329 $645K 0.02% +1,140 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,324 $642K 0.07% +95 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 1,304 $639K 0.11% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,314 $638K 0.02% new 13F-HR/A Timeline Group Ethic Inc. More: the full row for Ethic Inc. 1,304 $633K 0.01% +248 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,288 $625K 0.14% 0 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 1,289 $623K 0.1% -22 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,275 $619K 0.12% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,272 $617K 0.05% new 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 1,272 $617K 0.13% -8,800 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,270 $616K <0.01% +199 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,259 $611K 0.05% +124 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 1,259 $609K 0.16% -51 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,251 $607K 0.06% +25 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,238 $601K <0.01% +223 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,236 $600K 0.01% +3 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,232 $598K <0.01% +58 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,170 $568K 0.02% new 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,117 $549K 0.11% -10 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,130 $548K 0.01% +44 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,094 $531K 0.06% +185 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,301 $529K 0.02% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,087 $527K 0.02% +139 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,087 $527K <0.01% -135 13F-HR/A Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,078 $523K 0.01% +19 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,078 $523K 0.01% +143 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,062 $514K <0.01% +294 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 1,058 $513K 0.24% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,042 $506K 0.18% -365 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 1,039 $504K 0.04% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,035 $502K 0.21% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,024 $497K 0.03% -15 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 1,020 $495K 0.18% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,020 $495K 0.08% -2,004 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,010 $490K 0.04% -382 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,008 $489K 0.24% +25 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,002 $486K 0.08% +506 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,000 $485K 0.04% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 990 $480K 0.02% +19 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 987 $479K <0.01% +295 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 967 $469K 0.28% +9 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 967 $469K 0.16% -8 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 960 $466K 0.01% +275 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 929 $451K 0.03% +144 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 919 $444K 0.02% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 910 $442K <0.01% -5 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 910 $442K 0.14% +62 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 901 $437K 0.05% 0 13F-HR/A Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 900 $437K 0.01% new 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 899 $436K 0.05% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 893 $433K <0.01% +312 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 892 $433K 0.1% +5 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 885 $429K 0.13% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 884 $429K 0.01% -933 13F-HR/A Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 881 $427K 0.01% +148 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,047 $425K 0.03% -17 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 873 $424K <0.01% +5 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 871 $423K 0.01% -920 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 871 $423K 0.2% -1 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 867 $421K 0.01% +210 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 854 $414K 0.06% +101 13F-HR Timeline MANE GLOBAL CAPITAL MANAGEMENT LP More: the full row for MANE GLOBAL CAPITAL MANAGEMENT LP 843 $409K 0.02% -842 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 839 $407K 0.01% +698 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 837 $407K 0.02% +182 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 818 $397K <0.01% -18 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 818 $397K 0.01% +197 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 813 $394K 0.02% new 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 812 $394K 0.14% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 800 $388K 0.01% +200 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 801 $387K 0.05% -83 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 781 $379K 0.01% +387 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 781 $379K <0.01% new 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 783 $379K 0.01% +97 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 780 $378K 0.22% +205 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 780 $378K 0.08% +10 13F-HR Timeline BRITISH COLUMBIA INVESTMENT MANAGEMENT … More: the full row for BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 780 $377K <0.01% +346 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 775 $376K 0.08% new 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 774 $376K 0.06% +34 13F-HR Timeline Stenham Asset Management Ltd More: the full row for Stenham Asset Management Ltd 770 $374K 0.21% -11,400 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 895 $368K <0.01% +93 13F-HR Timeline Group UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 750 $364K 0.18% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 750 $364K 0.07% 0 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 745 $361K 0.11% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 891 $359K 0.01% -45 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 738 $358K 0.11% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 736 $357K 0.01% +36 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 734 $356K 0.01% +162 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 877 $354K 0.11% -60 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 732 $354K <0.01% +119 13F-HR Timeline Group Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 722 $350K <0.01% new 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 721 $350K <0.01% new 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 714 $346K 0.09% -170 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 712 $345K 0.01% -2 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 709 $344K <0.01% +123 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 702 $341K 0.01% -34 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 700 $340K 0.33% 0 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 695 $337K 0.01% new 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 693 $336K 0.01% -20 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 691 $335K <0.01% -4 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 687 $333K <0.01% +165 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 665 $323K 0.02% -4 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 665 $323K 0.21% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 662 $321K 0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 662 $321K 0.05% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 662 $321K 0.01% +2 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 658 $319K 0.09% -255 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 650 $315K 0.29% 0 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 645 $313K 0.17% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 643 $312K 0.05% +122 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 641 $311K 0.09% +46 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 639 $310K 0.06% +3 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 638 $309K 0.03% -97 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 764 $309K 0.18% -427 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 637 $307K 0.02% +170 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 622 $302K 0.01% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 619 $299K 0.09% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 615 $298K 0.06% +39 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 612 $297K 0.01% -391 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 611 $296K <0.01% -665 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 610 $296K 0.12% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 609 $295K 0.08% +39 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 607 $295K 0.01% +2 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 607 $295K 0.01% -691 13F-HR/A Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 605 $294K 0.01% +27 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 601 $292K 0.03% +41 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 600 $291K 0.25% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 593 $288K 0.01% +108 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 585 $284K 0.01% -3 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 583 $282K 0.06% +66 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 579 $281K 0.22% -8 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 578 $280K 0.04% -7 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 577 $280K 0.12% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 574 $279K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 572 $278K <0.01% +58 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 571 $277K 0.21% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 568 $276K 0.01% -13 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 559 $271K 0.01% +1 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 557 $270K 0.01% -20 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 554 $269K <0.01% -190 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 553 $268K 0.01% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 552 $268K 0.02% -30 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 550 $267K 0.02% -211 13F-HR Timeline Group Marest Capital, LLC More: the full row for Marest Capital, LLC 545 $265K 0.16% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 537 $264K 0.01% -10 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 541 $263K 0.13% -38 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 535 $260K 0.05% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 533 $258K 0.01% +7 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 525 $255K 0.01% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 523 $254K 0.01% +32 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 523 $253K 0.02% +3 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 644 $251K 0.01% +5 13F-HR/A Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 513 $249K 0.02% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 511 $248K 0.01% +41 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 508 $246K <0.01% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 508 $246K <0.01% +3 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 506 $246K 0.04% +43 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 500 $243K <0.01% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 494 $240K 0.03% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 492 $239K <0.01% +47 13F-HR/A Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 492 $239K 0.2% -8 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 491 $238K 0.01% +20 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 484 $235K 0.13% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 476 $231K 0.01% +22 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 475 $230K 0.01% +28 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 475 $230K 0.01% +31 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 472 $229K 0.05% -18 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 471 $228K 0.13% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 469 $227K 0.01% -3 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 466 $226K 0.08% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 464 $225K <0.01% +4 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 458 $222K 0.14% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 455 $221K 0.03% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 455 $221K 0.01% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 454 $220K 0.06% -279 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 453 $220K 0.03% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 450 $218K <0.01% -1 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 444 $215K <0.01% +20 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 442 $214K 0.13% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 500 $214K 0.02% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 432 $209K 0.05% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 427 $207K 0.16% +131 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 425 $206K 0.03% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 425 $206K <0.01% -41 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 412 $200K <0.01% +39 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 408 $198K 0.01% -153 13F-HR/A Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 400 $194K 0.12% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 369 $179K <0.01% +39 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 367 $178K <0.01% -2,541 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 350 $170K <0.01% +26 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 345 $167K 0.01% +4 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 340 $165K 0.09% +30 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 338 $164K 0.07% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 336 $163K 0.06% +15 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 327 $159K 0.01% +271 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 323 $157K 0.08% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 313 $152K <0.01% -7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 305 $148K 0.14% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 300 $146K <0.01% 0 13F-HR Timeline