HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,161 $782K 0.01% +936 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,226 $776K 0.64% +147 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 3,100 $767K 0.15% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 3,081 $762K 0.1% +28 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,055 $756K 0.09% +1,155 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,045 $753K 0.02% +329 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,979 $737K 0.03% +989 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,943 $728K 0.04% +517 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,887 $714K 0.18% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,882 $713K 0.01% +270 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,870 $710K 0.01% -34 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,860 $708K 0.17% +12 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,859 $707K 0.01% +380 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,857 $707K 0.05% +16 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,849 $705K 0.31% +73 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,847 $704K 0.01% -75 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,803 $694K 0.02% -901 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,796 $692K 0.15% -202 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,786 $689K 0.01% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,774 $686K 0.06% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,752 $681K 0.19% -2,333 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,809 $678K 0.02% new 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 2,732 $676K 0.01% +272 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,709 $670K 0.01% 0 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 2,685 $664K 0.09% +15 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,673 $661K 0.01% -696 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 2,660 $658K 0.04% +6 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,656 $657K 0.04% +479 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 2,627 $650K <0.01% -15 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,607 $645K <0.01% +219 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,599 $643K 0.01% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,596 $642K 0.01% -87 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,583 $639K 0.02% +14 13F-HR Timeline DEERFIELD MANAGEMENT COMPANY, L.P. in group DEERFIELD MANAGEMENT COMPANY,… More: the full row for DEERFIELD MANAGEMENT COMPANY, L.P. 2,578 $638K 0.01% new 13F-HR Timeline Group Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,565 $635K 0.11% +1,017 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,559 $633K 0.05% -6,293 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,540 $629K <0.01% +238 13F-HR/A Timeline Group Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 2,539 $628K 0.01% +15 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,475 $612K <0.01% +459 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,464 $610K 0.05% +279 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,429 $601K 0.44% +21 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,429 $601K 0.02% +75 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,418 $598K 0.01% -3,959 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,400 $594K 0.05% -217 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,395 $593K 0.01% +746 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,373 $587K <0.01% +3 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,367 $586K 0.03% -52 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,324 $575K 0.01% +645 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,317 $573K 0.04% +19 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,289 $566K 0.01% +7 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 2,273 $562K 0.05% +2,235 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,261 $560K <0.01% +53 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,247 $556K 0.01% +957 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,214 $548K 0.01% -149 13F-HR Timeline Group Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,211 $547K 0.23% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,181 $540K 0.02% +28 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,180 $539K <0.01% +47 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,173 $538K 0.01% -241 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,161 $535K 0.08% -1,517 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,144 $531K 0.22% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,163 $530K 0.01% 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,140 $530K 0.04% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,135 $528K 0.05% -194 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,110 $522K 0.22% -80 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,099 $519K 0.32% -109 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,097 $519K 0.03% -201 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,133 $505K 0.01% -362 13F-HR/A Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,028 $502K 0.1% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,071 $501K 0.01% -249 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,017 $499K 0.22% +132 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 2,010 $497K +52 Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,003 $496K 0.02% +1,025 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,987 $492K 0.04% +1 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 1,983 $491K 0.01% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,976 $489K 0.04% -103 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,980 $480K 0.05% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,938 $480K 0.02% +23 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,924 $476K 0.04% -1,821 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,914 $474K 0.02% +17 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,907 $472K 0.01% +298 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 1,885 $466K 0.01% +1,596 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 1,861 $460K 0.03% -7,238 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,858 $460K 0.26% +75 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,857 $459K 0.03% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,851 $458K <0.01% -280 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 1,807 $447K <0.01% -18,628 13F-HR/A Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,771 $438K <0.01% -177 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,770 $438K 0.05% 0 13F-HR/A Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 5,016 $438K 0.12% +3,292 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,751 $436K <0.01% +230 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,756 $435K 0.12% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,755 $434K 0.02% -77 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,799 $434K 0.26% +207 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,753 $434K 0.01% +1 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,734 $429K 0.03% +374 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,731 $428K 0.22% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,722 $426K 0.02% +63 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,720 $426K 0.08% -3 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,758 $424K 0.01% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,704 $422K 0.06% +77 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,698 $420K 0.13% 0 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 1,694 $419K 0.25% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,688 $418K 0.01% -325 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,665 $412K 0.01% -171 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,662 $411K 0.01% +268 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,658 $410K 0.05% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,644 $407K 0.01% 0 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,622 $401K 0.01% +13 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,616 $400K 0.01% +489 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,605 $397K 0.1% -6 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 1,600 $396K 0.28% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,598 $395K 0.06% new 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 1,592 $394K 0.01% -4,954 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,573 $389K 0.01% -11 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,556 $385K 0.12% -1 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,550 $384K 0 Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,538 $381K <0.01% new 13F-HR/A Timeline Group MONTANOVA CAPITAL, LLC More: the full row for MONTANOVA CAPITAL, LLC 1,530 $379K 0.01% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,527 $378K <0.01% -1,323 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,513 $374K 0.2% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,512 $374K 0.12% +3 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,500 $371K 0.27% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,496 $370K 0.09% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,492 $369K 0.01% +457 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,489 $368K 0.01% -127 13F-HR Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,484 $367K 0.08% -62 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,481 $366K <0.01% -11,880 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,472 $364K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 1,466 $363K 0.01% -213 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,517 $360K 0.03% +632 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,451 $359K 0.05% +592 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 1,450 $359K 0.11% -2,299 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,438 $356K 0.08% +303 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,433 $355K <0.01% +772 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,408 $348K 0.01% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,394 $345K 0.01% +299 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,379 $341K <0.01% -319 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,375 $340K <0.01% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,372 $339K 0.03% -73 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,354 $335K 0.02% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,336 $331K 0.02% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,333 $330K 0.01% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,329 $329K 0.02% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,328 $329K 0.01% -2,314 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,310 $324K <0.01% +28 13F-HR Timeline Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 1,303 $322K 0.01% -434 13F-HR/A Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,300 $322K 0.02% 0 13F-HR/A Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,300 $322K <0.01% new 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,295 $320K 0.01% +71 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,283 $317K 0.03% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 1,278 $316K 0.12% +21 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,274 $315K 0.01% +20 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,249 $309K 0.05% +22 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,233 $305K 0.02% new 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,224 $303K 0.03% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,220 $302K <0.01% -557 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 1,219 $302K 0.1% +972 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,215 $301K 0.05% -658 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,204 $298K 0.01% +237 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,200 $297K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,193 $295K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,165 $288K <0.01% -406 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,163 $288K 0.01% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,157 $286K 0.04% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,155 $286K 0.02% -181 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,144 $283K 0.01% +19 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,141 $282K 0.04% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,139 $282K 0.02% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,128 $279K 0.06% +54 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 1,128 $279K <0.01% new 13F-HR Timeline Group FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,138 $275K 0.1% +26 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,097 $271K 0.01% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,122 $271K 0.01% -56 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,095 $271K <0.01% -772 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 1,090 $270K 0.02% +191 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,080 $267K 0.01% -30 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,077 $266K 0.01% -1,581 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,070 $265K <0.01% -361 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,066 $264K <0.01% -11 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,041 $258K <0.01% -139 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,040 $257K 0.08% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,040 $257K 0.02% +10 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,039 $257K 0.04% 0 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,028 $254K 0.02% -828 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,038 $250K <0.01% +42 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,006 $249K <0.01% +172 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,001 $248K 0.01% +39 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,000 $247K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 994 $246K 0.01% +884 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 991 $245K 0.01% -51 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 987 $244K 0.03% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 988 $244K 0.03% 0 13F-HR Timeline Group TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 984 $243K 0.08% 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 978 $242K 0.04% new 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 975 $241K 0.01% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 972 $241K 0.05% +739 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 968 $240K 0.11% new 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 967 $239K 0.05% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 966 $239K 0.05% -298 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 963 $238K <0.01% +26 13F-HR Timeline