KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,690 $716K <0.01% -102 13F-HR Timeline Group Atika Capital Management LLC in group Atika Capital Management LLC More: the full row for Atika Capital Management LLC 4,675 $714K 0.11% new 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 4,656 $711K 0.01% new 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,652 $710K 0.06% +494 13F-HR/A Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 4,615 $704K 0.66% +165 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,581 $699K 0.08% -1,519 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 4,424 $675K 0.69% -397 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,352 $664K 0.05% +914 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 4,350 $664K 0.72% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,346 $663K <0.01% +314 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,336 $662K 0.01% -1,423 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 4,325 $660K 0.14% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,315 $659K 0.03% -430 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 4,312 $658K 0.31% +175 13F-HR Timeline Group BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 4,245 $648K 0.31% +698 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 4,220 $644K 0.51% +400 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 4,170 $637K 0.08% -6,445 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 4,150 $633K 0.02% 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. 4,100 $626K 0.01% new 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 4,061 $620K 0.07% -7,268 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,976 $607K 0.01% 0 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 3,959 $604K <0.01% -1,112 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,083 $603K <0.01% +1,228 13F-HR/A Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 3,935 $601K 0.01% -96 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 3,882 $593K 0.28% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,861 $589K 0.02% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,860 $589K 0.27% -61 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,855 $588K 0.02% +699 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,851 $588K <0.01% +187 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 3,818 $583K 0.15% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,797 $580K 0.03% +150 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,736 $570K 0.23% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,718 $568K 0.2% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 3,704 $565K 0.19% -87 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,700 $564K 0.03% +500 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,645 $556K 0.01% +399 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,638 $555K 0.01% -141 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 3,634 $555K 0.3% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,625 $553K 0.06% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,544 $541K <0.01% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,534 $539K 0.01% -315 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 3,492 $533K 0.07% +102 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,478 $531K 0.01% +51 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,460 $528K 0.09% -1,208 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,455 $527K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,325 $506K 0.01% +55 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,991 $503K 0.22% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,262 $498K <0.01% -465 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,232 $493K <0.01% +58 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,210 $490K 0.01% +19 13F-HR Timeline Group Covenant Partners, LLC More: the full row for Covenant Partners, LLC 3,201 $489K 0.16% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,181 $486K <0.01% -13,568 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 3,150 $481K <0.01% +78 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 3,150 $481K 0.32% -66 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,144 $480K 0.01% +1,316 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 3,143 $480K 0.39% -5,443 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,104 $474K 0.08% -250 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,085 $471K 0.01% +1,108 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 3,000 $458K 0.06% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,970 $453K 0.05% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,969 $453K <0.01% +331 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,937 $448K <0.01% +863 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,933 $448K 0.01% +13 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 2,777 $445K 0.03% -324 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,899 $442K 0.01% +186 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,874 $439K 0.12% -320 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,859 $436K 0.35% -687 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,850 $435K 0.34% -2,000 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 2,850 $435K 0.13% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,801 $428K <0.01% +230 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,792 $426K 0.01% +1,990 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 2,711 $414K 0.27% new 13F-HR/A Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,707 $413K 0.01% +53 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,694 $411K 0.02% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,661 $406K <0.01% -4,054 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,618 $400K <0.01% new 13F-HR/A Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,600 $397K <0.01% 0 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,592 $396K 0.18% -522 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,588 $395K 0.01% +61 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,550 $389K <0.01% -800 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,498 $381K 0.06% +584 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,458 $375K 0.01% +197 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,452 $374K 0.08% -59 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,450 $374K 0.4% -700 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 2,444 $373K 0.27% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,428 $371K 0.01% -163 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 2,422 $370K 0.26% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,421 $370K 0.1% -80 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,407 $367K 0.06% -2,849 13F-HR/A Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 2,396 $366K 0.01% -44 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,372 $362K 0.02% -149 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,364 $361K 0.01% 0 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,350 $359K 0.02% +530 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,350 $359K 0.24% 0 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,096 $358K 0.31% -37 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,347 $358K 0.03% +393 13F-HR/A Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,328 $355K 0.12% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 2,315 $353K <0.01% +5 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,307 $352K 0.07% +28 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,286 $349K 0.04% +2,000 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,271 $347K 0.05% -13,616 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,257 $345K 0.01% -433 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,223 $339K 0.01% -56 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,184 $333K 0.12% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,143 $333K 0.01% +1,094 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 2,124 $324K 0.17% +272 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 2,123 $324K 0.33% -1,067 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,107 $322K <0.01% +532 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,077 $317K 0.05% +12 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,050 $313K <0.01% -206 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 2,047 $312K 0.03% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,046 $312K 0.02% +71 13F-HR Timeline Group SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 2,000 $305K 0.07% new 13F-HR/A Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,978 $302K 0.08% -440 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,975 $301K <0.01% new 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,967 $300K 0.01% +288 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,967 $300K <0.01% -161 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,360 $300K 0.21% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,952 $298K 0.04% +195 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,952 $298K 0.01% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,942 $296K 0.02% -639 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,931 $295K 0.01% new 13F-HR/A Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,921 $293K 0.02% +2 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,912 $292K 0.03% +353 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,910 $292K 0.04% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,904 $291K 0.01% +290 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 1,903 $290K 0.02% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,899 $290K <0.01% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,898 $290K 0.01% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,846 $282K 0.06% -97 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 1,810 $281K 0.01% -4,430 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,820 $278K 0.18% -227 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,814 $277K 0.01% +161 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,771 $270K 0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,766 $270K 0.01% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,764 $269K 0.15% +37 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,748 $267K 0.02% -136 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,742 $266K 0.04% -104 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,715 $262K 0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,715 $262K <0.01% -454 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,697 $259K <0.01% -84 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,686 $257K 0.01% +38 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 1,686 $257K 0.05% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,685 $257K 0.16% -185 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,676 $256K 0.09% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,641 $250K 0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,435 $247K 0.01% +160 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,618 $247K 0.02% -47,104 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,606 $245K 0.02% -514 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 1,600 $244K 0.1% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,599 $244K 0.03% -224 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 1,638 $242K <0.01% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,547 $236K 0.02% new 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 1,543 $236K <0.01% new 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,519 $232K 0.02% -1,536 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,504 $230K 0.02% +886 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,504 $230K 0.05% -75 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,497 $229K 0.01% -358 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,478 $226K 0.01% new 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 1,426 $218K 0.01% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,414 $216K 0.1% -5,738 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,393 $213K <0.01% new 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,360 $208K <0.01% new 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,354 $207K 0.01% +1,085 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,343 $205K 0.03% -6,340 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,343 $205K 0.09% -565 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,336 $204K 0.01% new 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,334 $204K 0.03% -610 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,321 $202K <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,309 $200K 0.09% -606 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,169 $178K 0.01% -1,787 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,094 $167K 0.12% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,028 $157K 0.01% +624 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 925 $141K 0.01% -541 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 851 $130K <0.01% -3,900 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 823 $126K <0.01% -514 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 816 $125K <0.01% -378 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 802 $124K <0.01% -168 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 611 $93.2K 0.01% -434 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 607 $92K 0.06% -116 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 600 $91.6K 0.02% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 557 $85K <0.01% +63 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 468 $78K <0.01% +48 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 500 $76.3K 0.03% 0 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 500 $76.3K 0.05% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 500 $76K <0.01% 0 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 490 $74.8K 0.02% -30 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 482 $73.6K 0.02% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 474 $72.4K 0.04% +8 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 472 $72K 0.01% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 460 $70.2K 0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 454 $69.3K 0.01% +228 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 444 $67.8K 0.01% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 444 $67.8K <0.01% -1,306 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 167 $66.9K <0.01% +59 13F-HR Timeline Amount filed as zero, left out of ratios. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 437 $64.6K 0.01% -112 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 400 $61.1K 0.04% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 371 $56.6K 0.01% +7 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 370 $56.5K -13,693 Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 341 $52K 0.02% -59 13F-HR Timeline