DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 6,957 $591K 0.17% +30 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 6,791 $577K 0.01% new 13F-HR Timeline Group Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 6,760 $574K 0.12% -50 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,684 $568K 0.05% -1,894 13F-HR/A Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 6,651 $565K 0.14% -83 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 6,556 $557K 0.94% -4,500 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,480 $550K 0.01% +283 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,268 $538K 0.01% -345 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,313 $536K 0.01% +301 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,306 $536K 0.01% +1,470 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 6,242 $530K 0.01% -183,751 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,129 $494K 0.02% -149 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,788 $492K 0.07% +70 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,791 $490K 0.01% +1,067 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 5,745 $488K 0.35% +430 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,713 $485K 0.01% -585 13F-HR Timeline Group MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 5,713 $485K 0.01% -17,849 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 5,637 $479K 0.14% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,590 $475K 0.02% +3,430 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,578 $474K <0.01% -183 13F-HR Timeline Group AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 5,527 $470K 0.09% +111 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,620 $464K 0.09% 0 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 5,350 $454K 0.04% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,316 $452K 0.01% +29 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,354 $450K <0.01% +264 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,288 $449K <0.01% -40 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,243 $449K 0.01% -42 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,253 $446K 0.01% +2 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,195 $441K 0.02% -25 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) 5,073 $431K 0.01% -11,452 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,033 $428K 0.01% +45 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,971 $422K 0.01% -92 13F-HR/A Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 4,854 $413K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 4,861 $413K 0.32% +26 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,858 $413K 0.02% -24 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,749 $403K <0.01% +6 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,699 $399K 0.01% +477 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,657 $398K 0.01% +760 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,625 $393K 0.04% -40 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,621 $393K 0.02% +2 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,607 $391K 0.02% +703 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,602 $391K 0.05% new 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 4,536 $385K 0.04% +50 13F-HR Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 4,536 $385K 0.01% new 13F-HR Timeline Group Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,479 $380K 0.09% +361 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,420 $379K 0.01% +58 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,456 $379K 0.02% -1,084 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,441 $377K 0.01% +931 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,400 $374K 0.04% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,365 $371K <0.01% +60 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,360 $370K 0.02% 0 13F-HR 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. 4,314 $366K 0.01% +250 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 4,303 $366K 0.03% -3 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,290 $364K <0.01% -389 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 4,288 $364K 0.02% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,217 $358K 0.03% +194 13F-HR Timeline MIG Capital, LLC More: the full row for MIG Capital, LLC 4,187 $356K 0.05% new 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 4,175 $355K 0.01% -300 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,173 $355K 0.01% -1,722 13F-HR Timeline Group Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 4,142 $352K 0.14% +2 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,117 $350K 0.01% -158 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,119 $350K <0.01% +617 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 4,055 $344K 0.02% +977 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,039 $343K 0.01% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,026 $342K 0.03% -668 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,021 $342K <0.01% -52 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,002 $340K 0.15% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 4,000 $340K 0.01% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,000 $340K 0.05% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,950 $336K 0.14% -1,006 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,943 $335K 0.09% -2 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,931 $334K <0.01% +37 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,930 $334K 0.02% 0 13F-HR Timeline Group Columbia Asset Management More: the full row for Columbia Asset Management 3,900 $331K 0.07% -150 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 3,900 $331K 0.15% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,898 $331K 0.01% -100 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,891 $331K <0.01% +116 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,829 $325K 0.32% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,828 $325K 0.15% +469 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,791 $322K 0.01% +90 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 3,753 $319K 0.12% +698 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 3,750 $319K 0.23% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,747 $318K 0.04% +624 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,722 $316K 0.02% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,697 $314K 0.04% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,691 $314K <0.01% +454 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 3,673 $312K 0.01% +30 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,672 $312K 0.01% +6 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,642 $309K 0.12% +272 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,615 $307K 0.02% -636 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,610 $307K 0.01% -12,861 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,554 $302K 0.12% +396 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 3,533 $300K 0.03% new 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,501 $300K 0.01% -226 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,511 $298K 0.01% -241 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,485 $296K 0.17% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,475 $295K 0.02% +98 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,475 $295K 0.02% +16 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,418 $290K 0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,409 $290K 0.02% -45 13F-HR Timeline Group Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 3,348 $284K 0.18% +806 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,325 $282K 0.01% -18 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,245 $276K <0.01% -5,067 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,239 $275K <0.01% -1,373 13F-HR/A Timeline Group INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,235 $275K 0.08% -10,365 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,210 $273K 0.01% -789 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,200 $272K 0.07% -300 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,198 $272K 0.28% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,192 $271K 0.02% -1 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,188 $271K 0.01% new 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 3,179 $270K 0.1% +66 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,159 $268K <0.01% +454 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 3,112 $264K <0.01% -196,719 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,100 $263K 0.06% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,082 $262K <0.01% -9 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 3,081 $262K 0.01% +23 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,058 $260K 0.01% -455 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,052 $259K 0.01% +902 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,027 $257K 0.02% +237 13F-HR/A Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,017 $256K 0.03% -124 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,005 $255K 0.05% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,000 $255K 0.03% new 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 3,000 $255K 0.24% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 3,000 $255K 0.04% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,996 $255K 0.11% -239 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,943 $250K <0.01% -13 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 2,935 $249K <0.01% -19 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,914 $248K 0.02% 0 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,903 $247K 0.01% +283 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,894 $246K 0.01% +275 13F-HR Timeline Group Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 2,893 $246K 0.04% -22,800 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,868 $244K 0.12% +228 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,847 $242K 0.04% +12 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,844 $242K 0.01% -23 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,842 $241K <0.01% +320 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,840 $241K <0.01% -2,541 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,835 $241K <0.01% +157 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,814 $239K <0.01% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,747 $233K 0.02% -282 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,729 $232K 0.02% +275 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,729 $232K 0.01% -2,812 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,673 $227K +2,063 Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 2,664 $226K 0.22% +321 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,660 $226K 0.01% +1,097 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,640 $224K 0.03% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,628 $223K <0.01% +1 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,628 $223K <0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,622 $223K 0.05% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,609 $221K <0.01% -1,447 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,317 $221K <0.01% -786 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,594 $220K 0.01% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. KKM Financial LLC More: the full row for KKM Financial LLC 2,594 $220K 0.09% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,581 $219K <0.01% -34 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,576 $219K 0.03% 0 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 2,573 $219K 0.06% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,545 $216K 0.02% -490 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,536 $215K 0.02% new 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 2,524 $214K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,524 $214K 0.01% +94 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,508 $213K <0.01% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,505 $213K 0.04% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,504 $213K <0.01% -105,738 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,500 $212K <0.01% -1,020 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 2,491 $212K 0.1% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,490 $212K 0.02% -30 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,453 $208K <0.01% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 2,453 $208K <0.01% new 13F-HR/A Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,439 $207K 0.06% -161 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,421 $205K <0.01% -16,854 13F-HR Timeline Group Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 2,402 $204K 0.03% +64 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,398 $204K 0.02% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,397 $204K <0.01% -55 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,367 $201K 0.02% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,641 $200K 0.01% -121 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,356 $200K 0.01% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,198 $200K 0.02% new 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 2,198 $200K 0.02% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,312 $196K <0.01% +19 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,277 $193K 0.1% -675 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,200 $186K 0.08% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,055 $175K 0.01% 0 13F-HR Timeline Group VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 2,000 $170K 0.02% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,899 $161K 0.01% -4,605 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,816 $154K 0.08% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,710 $145K 0.04% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,619 $138K 0.02% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,444 $123K 0.01% -8 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,365 $116K 0.05% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,330 $113K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,319 $112K <0.01% +213 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,286 $109K <0.01% -1,004 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,284 $109K <0.01% +7 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,263 $107K 0.01% +263 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,258 $107K 0.01% +199 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,253 $106K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,234 $105K 0.01% -42 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,187 $101K <0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,177 $100K <0.01% -72 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,140 $96.8K <0.01% -85 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,050 $89.2K <0.01% -14 13F-HR Timeline