CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,373 $2.02M 0.04% +1,234 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,369 $2.02M 0.03% +220 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 6,338 $2.01M 0.01% new 13F-HR Timeline Group E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 6,258 $1.99M 0.04% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,099 $1.94M 0.01% +629 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,054 $1.92M 0.01% +3,966 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 6,001 $1.91M 0.14% 0 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 6,000 $1.91M 0.13% +2,000 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,999 $1.9M 0.02% -497 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,967 $1.9M 0.04% -2,791 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 6,596 $1.89M 0.07% -200 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,940 $1.89M 0.02% -855 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,927 $1.88M 0.01% -292 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,908 $1.88M 0.03% 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,904 $1.87M 0.02% +663 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,884 $1.87M 0.09% +3,368 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 5,757 $1.83M 0.04% new 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 5,750 $1.83M 0.2% new 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 5,645 $1.79M 0.52% -1,065 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 5,465 $1.74M 0.06% -13 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,463 $1.73M 0.01% +173 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,456 $1.73M +5 Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 5,416 $1.72M 0.26% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 5,411 $1.72M 0.03% +4,139 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 5,388 $1.71M 0.17% +415 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,353 $1.7M 0.01% +261 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,231 $1.66M 0.02% +2,231 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,226 $1.66M 0.02% +82 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,216 $1.66M 0.16% +3,677 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 5,191 $1.65M +608 Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,188 $1.65M 0.02% -27 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,185 $1.65M <0.01% -6,511 13F-HR Timeline Group Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 5,182 $1.65M 0.73% +4,300 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 5,153 $1.64M 0.16% -127 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,150 $1.64M 0.01% +964 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,101 $1.62M 0.06% +6 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,087 $1.62M 0.22% +17 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,993 $1.59M 0.08% +1,306 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 4,939 $1.57M 0.11% +11 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 4,887 $1.55M 0.05% -924 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,883 $1.55M 0.21% -650 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 4,860 $1.54M 0.12% +11 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 5,463 $1.53M 0.47% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,729 $1.5M 0.04% -232 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,817 $1.5M 0.07% +183 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 4,697 $1.49M 0.08% +623 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,630 $1.47M 0.02% +185 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,620 $1.47M 0.01% +474 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,620 $1.47M 0.01% -1,030 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,598 $1.46M 0.06% +209 13F-HR Timeline ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,556 $1.45M 0.01% +2,735 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,537 $1.44M 0.13% +480 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,523 $1.44M 0.02% -913 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 4,499 $1.43M 0.21% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,366 $1.39M 0.04% +1,582 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,323 $1.37M 0.02% +1,739 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,302 $1.37M 0.02% -2,105 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,208 $1.34M 0.03% -1,202 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,198 $1.33M 0.01% +21 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,139 $1.31M 0.03% +1,330 13F-HR Timeline Group TREMBLANT CAPITAL GROUP in group TREMBLANT CAPITAL GROUP More: the full row for TREMBLANT CAPITAL GROUP 4,093 $1.3M 0.04% -237,837 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,070 $1.29M 0.07% +950 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,063 $1.29M 0.01% -161 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 3,986 $1.27M 0.01% +2,889 13F-HR Timeline Group Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 3,971 $1.26M 0.04% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,886 $1.23M 0.04% +356 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,850 $1.22M 0.02% +103 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 3,837 $1.22M 0.38% +125 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,798 $1.21M 0.12% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,730 $1.18M 0.23% -14 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,726 $1.18M 0.01% +229 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,718 $1.18M 0.07% +2,010 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,636 $1.15M 0.03% -794 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,618 $1.15M <0.01% +2,636 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,578 $1.14M <0.01% +919 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,576 $1.14M 0.02% +282 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,498 $1.11M 0.03% +180 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,428 $1.09M 0.02% -140 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,366 $1.08M 0.04% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,405 $1.08M 0.01% +5 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,386 $1.08M 0.09% new 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 3,349 $1.06M 0.47% -8 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,314 $1.05M 0.03% -5 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 3,300 $1.05M 0.68% 0 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 3,274 $1.04M 0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,260 $1.04M 0.02% +1,261 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,256 $1.03M 0.09% +29 13F-HR Timeline Group Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,254 $1.03M 0.29% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,600 $1.03M 0.1% +198 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,196 $1.01M 0.01% +65 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 3,182 $1.01M 0.04% +3,180 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 3,180 $1.01M 0.16% +504 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,475 $1M 0.02% -1,432 13F-HR Timeline LANDMARK INVESTMENT PARTNERS, L.P. More: the full row for LANDMARK INVESTMENT PARTNERS, L.P. 3,259 $1M 0.93% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,148 $999K 0.02% +360 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,145 $999K 0.12% +70 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,132 $995K 0.02% -16 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 3,106 $986K 0.86% -2,201 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,090 $981K <0.01% +1,087 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,073 $976K 0.01% new 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,068 $974K 0.02% -1,176 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,048 $968K 0.22% -119 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,047 $968K 0.12% -75 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,033 $963K 0.03% +317 13F-HR Timeline OSSIAM More: the full row for OSSIAM 3,024 $960K 0.01% -2,125 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 2,952 $959K 0.06% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,003 $954K 0.06% -3,773 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 3,000 $953K 0.03% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 3,000 $953K 0.23% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,975 $945K 0.01% +125 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,963 $941K 0.01% 0 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 2,950 $937K 0.16% -92 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,937 $933K 0.11% -38 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,903 $922K 0.01% +1,889 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,880 $914K 0.05% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,866 $910K 0.02% -616 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,866 $910K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,850 $909K 0.02% +484 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 2,857 $907K +76 Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,853 $906K 0.36% -80 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,827 $898K 0.08% +1,157 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,791 $886K 0.02% -12 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,766 $878K 0.01% +35 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,725 $865K 0.05% 0 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,680 $854K 0.01% -381 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,651 $842K 0.09% -1,777 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,647 $841K <0.01% +40 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,724 $834K 0.05% -65 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,625 $834K 0.2% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,624 $833K 0.03% +423 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,595 $824K 0.06% +303 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,594 $824K 0.01% -50 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,548 $813K 0.01% -200 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,550 $810K 0.03% -260 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,542 $807K 0.03% +610 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 2,527 $802K 0.33% -83 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,527 $802K 0.03% +686 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,513 $798K 0.08% +60 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,509 $797K 0.16% -36 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,477 $788K 0.05% -91 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,460 $781K -3,708 Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,442 $775K 0.23% -10 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,437 $774K 0.03% -17 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,425 $770K 0.01% -97 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,416 $767K 0.09% +13 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,416 $767K 0.02% +312 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,400 $762K 0.03% -461 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,393 $760K 0.12% +2 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,392 $760K 0.04% -96 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,389 $759K 0.1% -38 13F-HR Timeline Group Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 2,389 $759K 0.26% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,370 $753K 0.2% +27 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,370 $753K 0.01% -65 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,367 $751K 0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,362 $750K 0.01% +94 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 2,360 $749K 0.04% -182 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,359 $749K 0.01% -44 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,359 $749K 0.02% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,355 $748K 0.47% -52 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,338 $743K 0.04% -1,096 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 2,321 $737K 0.4% -63 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,301 $730K 0.01% +532 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,295 $729K 0.01% +23 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,294 $728K 0.15% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,291 $727K 0.02% -88 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,271 $721K 0.01% new 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,249 $714K <0.01% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,240 $711K 0.04% -3,244 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,199 $709K 0.05% -44 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 2,229 $708K 0.77% -9 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,214 $703K 0.04% -20 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,151 $683K 0.19% +1,041 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 2,136 $678K 0.1% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,123 $674K <0.01% -149 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,122 $674K 0.02% +1,378 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,116 $672K <0.01% +44 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,042 $669K 0.01% +1 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,102 $667K 0.05% +20 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,067 $656K 0.03% +22 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,047 $650K 0.02% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,044 $649K 0.01% -130 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,028 $644K 0.05% -473 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,017 $640K 0.12% -116 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,014 $640K 0.01% -2 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,013 $639K 0.07% +12 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,001 $635K <0.01% -61 13F-HR Timeline Group NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,000 $635K 0.02% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,000 $635K 0.07% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,968 $633K 0.01% -45 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,983 $630K 0.02% +139 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,949 $619K 0.02% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,932 $616K 0.06% +818 13F-HR Timeline Institute for Wealth Management, LLC. 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