Matisse Capital More: the full row for Matisse Capital 3,397 $861K 0.38% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,391 $860K 0.29% +1,247 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 3,366 $853K 0.03% 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 3,361 $852K <0.01% -5,355 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,354 $850K <0.01% +1,093 13F-HR/A Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,323 $842K 0.04% +380 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,320 $842K 0.02% +1,655 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 3,270 $829K 0.1% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 3,267 $828K 0.16% +1,239 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,161 $826K 0.66% -65 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,202 $812K 0.03% +1,199 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,177 $805K 0.16% +1,421 13F-HR Timeline CADEN CAPITAL PARTNERS, LP More: the full row for CADEN CAPITAL PARTNERS, LP 3,172 $804K 1.81% -121,554 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,169 $803K 0.02% +2,025 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,143 $797K 0.01% -18 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 3,128 $793K +948 Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,126 $793K 0.08% -290 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 3,100 $786K 0.16% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,091 $784K <0.01% +2,021 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,084 $781K <0.01% -975 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,055 $775K 0.1% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 3,045 $772K 0.1% -36 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,988 $758K 0.03% -1,479 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,982 $756K 0.02% +1,654 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,971 $753K 0.01% +375 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 2,912 $738K 0.02% new 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,903 $736K 0.01% +33 13F-HR/A Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,881 $730K 0.17% -6 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,870 $728K 0.18% +10 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,865 $726K 0.05% +8 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,862 $725K 0.33% +13 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,841 $720K <0.01% 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,831 $718K 0.01% +542 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,786 $706K 0.01% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,774 $703K 0.07% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,763 $700K <0.01% -52,283 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,709 $687K 0.01% 0 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 2,682 $680K 0.01% -50 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 2,677 $679K 0.03% -2,119 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,667 $676K 0.07% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,719 $675K <0.01% +112 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,657 $674K <0.01% +117 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 2,616 $663K <0.01% -11 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 2,605 $660K 0.01% -254 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,599 $659K 0.01% -283 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,599 $659K 0.01% 0 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 2,583 $655K 0.09% -102 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,549 $646K 0.14% -969 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,520 $639K 0.05% +203 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 2,515 $638K 0.04% -145 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,453 $637K 0.02% +695 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,509 $636K 0.04% 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,491 $632K 0.02% -92 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 2,470 $626K <0.01% +2,110 13F-HR Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 2,469 $626K 0.03% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,445 $620K 0.05% -114 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,441 $619K 0.02% +12 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,428 $616K 0.05% +28 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,416 $613K 0.01% +2,122 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,373 $602K <0.01% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,370 $601K <0.01% new 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 2,355 $597K +1,227 Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,303 $584K 0.01% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,282 $579K 0.01% +1,529 13F-HR/A Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,263 $578K 0.01% -410 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,253 $571K 0.02% +72 13F-HR Timeline Group Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,232 $566K 0.39% -197 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,232 $566K 0.02% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,220 $563K 0.04% +1,327 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,212 $561K 0.05% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 2,211 $561K 0.2% 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,209 $560K 0.24% -2 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,185 $554K 0.03% +463 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,159 $547K 0.24% +142 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,136 $542K 0.03% +800 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,135 $541K 0.05% 0 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 2,118 $537K 0.27% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,099 $532K 0.32% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,089 $530K <0.01% +656 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,070 $525K 0.05% -7,837 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,066 $524K 0.2% -44 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,066 $524K 0.12% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,064 $523K 0.01% -150 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,038 $517K 0.01% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,036 $516K 0.02% +98 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,995 $506K 0.01% -76 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,991 $505K 0.03% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,983 $503K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,980 $502K <0.01% +229 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) 1,963 $498K 0.01% +301 13F-HR Timeline Group Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 1,960 $497K 0.12% 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,906 $496K 0.05% -74 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 1,928 $489K 0.02% 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,922 $487K 0.26% +64 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,919 $487K 0.01% -405 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,916 $486K 0.02% -451 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,909 $484K 0.04% -67 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 1,881 $477K -129 Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,857 $471K 0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,840 $466K 0.01% +507 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,794 $455K 0.06% +90 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,798 $453K 0.01% -335 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 1,773 $450K 0.35% 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,772 $449K 0.01% -1,031 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,769 $449K 0.11% -3,247 13F-HR 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 1,761 $446K <0.01% +461 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,755 $445K 0.02% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,755 $445K 0.22% +24 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,691 $444K 0.05% +240 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,744 $442K 0.03% -720 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,737 $440K 0.16% +1,690 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,734 $440K 0.03% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,728 $438K 0.15% new 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 1,723 $437K -264 Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 1,719 $436K 0.01% -820 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 1,712 $434K <0.01% new 13F-HR Timeline Group ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 1,710 $434K 0.01% new 13F-HR/A Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 1,694 $430K 0.25% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,685 $427K 0.01% new 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,674 $424K 0.14% -24 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,668 $423K <0.01% -103 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,665 $422K <0.01% -810 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,658 $420K 0.05% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,653 $419K 0.01% +379 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,650 $418K 0.01% +34 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 $417K 0.01% 0 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,643 $417K 0.07% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,643 $416K 0.01% +21 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,637 $415K 0.01% -51 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,624 $412K 0.08% +652 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,616 $410K 0.01% -137 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,606 $407K 0.07% -114 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 1,606 $407K 0.05% -667 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 1,605 $407K 0.01% +13 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,605 $407K 0.01% +32 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,605 $406K 0.1% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,600 $406K 0.01% 13F-HR Timeline Group WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 1,600 $406K 0.33% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,584 $402K 0.03% new 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 1,580 $401K 0.08% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,561 $396K 0.12% +5 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,550 $393K 0 Timeline MONTANOVA CAPITAL, LLC More: the full row for MONTANOVA CAPITAL, LLC 1,530 $388K 0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,530 $388K <0.01% +365 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,501 $385K 0.02% +599 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,506 $382K 0.03% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,500 $380K 0.27% 0 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 1,497 $380K <0.01% new 13F-HR Timeline Group Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,495 $379K 0.11% -17 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,488 $377K 0.01% -675 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,488 $377K 0.01% -1 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,488 $377K 0.02% +116 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,484 $376K 0.08% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,478 $375K 0.03% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,472 $373K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. apricus wealth, LLC More: the full row for apricus wealth, LLC 1,453 $368K 0.19% -60 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,418 $368K 0.01% +296 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,431 $363K <0.01% +52 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,430 $363K 0.01% +531 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,408 $357K 0.01% 0 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 1,404 $356K 0.01% -62 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,398 $354K 0.03% new 13F-HR/A Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,386 $351K 0.11% +167 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,375 $349K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,374 $348K <0.01% +846 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,354 $346K 0.02% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,359 $344K 0.05% +218 13F-HR Timeline DEERFIELD MANAGEMENT COMPANY, L.P. in group DEERFIELD MANAGEMENT COMPANY,… More: the full row for DEERFIELD MANAGEMENT COMPANY, L.P. 1,352 $343K <0.01% -1,226 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,350 $342K 0.02% +50 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,336 $339K <0.01% +26 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,333 $338K 0.07% -105 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,331 $337K 0.01% +127 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,331 $337K <0.01% +111 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,318 $334K 0.02% +324 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,305 $331K 0.01% +10 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 1,279 $324K 0.12% +1 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,276 $324K 0.01% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,273 $323K 0.02% new 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 1,273 $323K 0.6% new 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 1,251 $317K 0.1% -199 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,221 $310K 0.06% +93 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,207 $306K 0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,200 $304K 0.01% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,196 $303K 0.01% -901 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,193 $302K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,177 $298K 0.01% +176 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,164 $295K 0.01% +87 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,157 $293K 0.04% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,122 $293K 0.02% +188 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,150 $292K 0.1% 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,148 $291K 0.02% new 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,139 $289K 0.02% -190 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,135 $288K 0.03% -148 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,118 $283K 0.01% +38 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,113 $282K 0.04% -136 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,110 $281K 0.02% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,097 $278K 0.01% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,096 $278K 0.02% -43 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,095 $278K <0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 1,093 $277K 0.01% +165 13F-HR Timeline