WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,125 $2.8M 0.33% -50 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,096 $2.76M 0.15% -27 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 2,078 $2.74M 0.57% new 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 2,046 $2.7M 0.6% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,045 $2.7M 0.01% -19 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 2,039 $2.69M 0.06% new 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,000 $2.64M 0.02% +250 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,000 $2.64M 0.08% -6 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 1,994 $2.63M 0.02% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,033 $2.61M 0.27% +155 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,948 $2.57M 1.28% -11 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 1,970 $2.56M 0.15% +68 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 1,919 $2.53M 0.16% +80 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,909 $2.52M 0.2% -929 13F-HR Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 1,904 $2.51M 0.06% -99 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,900 $2.5M 0.01% -221 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,900 $2.5M 0.12% +21 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 1,893 $2.5M 0.09% +108 13F-HR Timeline Group Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 1,890 $2.49M 0.76% -38 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,841 $2.43M 0.31% +1,211 13F-HR/A Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,804 $2.38M 0.03% +396 13F-HR Timeline Gallo Partners, LP More: the full row for Gallo Partners, LP 1,802 $2.38M 1.79% -499 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 1,772 $2.34M 0.6% -197 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,733 $2.28M <0.01% new 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,729 $2.28M 0.03% -52 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,716 $2.26M 0.05% +6 13F-HR Timeline Group Geneva Partners, LLC More: the full row for Geneva Partners, LLC 1,710 $2.25M 0.82% -3,164 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 1,703 $2.24M 1.28% +161 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 1,741 $2.24M 0.04% -270 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 1,702 $2.24M -72 Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 1,700 $2.24M 0.06% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,685 $2.22M 0.09% +265 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,716 $2.22M 0.07% +451 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,659 $2.19M 0.04% -2,071 13F-HR Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 1,652 $2.18M 1.18% -3 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,609 $2.12M 1.28% 0 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 1,591 $2.09M 0.06% +1,430 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 1,579 $2.08M 0.59% +60 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,551 $2.04M 0.01% -11 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,555 $2.04M 0.27% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,522 $2.01M 0.02% -41 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1,520 $2M 0.02% +469 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 1,520 $2M 0.13% +275 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,509 $1.99M 0.09% -21 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 1,509 $1.99M 0.31% +67 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,532 $1.99M <0.01% +245 13F-HR Timeline Group Western Financial Corp/CA More: the full row for Western Financial Corp/CA 1,501 $1.98M 0.86% +46 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,500 $1.98M 0.3% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,481 $1.95M 0.07% +156 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,475 $1.94M 0.02% -1,527 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 1,446 $1.91M 0.04% -500 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,430 $1.87M 0.13% +267 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,404 $1.85M 0.1% new 13F-HR Timeline Group SPX Gestao de Recursos Ltda in group SPX Gestao de Recursos Ltda More: the full row for SPX Gestao de Recursos Ltda 1,400 $1.85M 0.15% +200 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,386 $1.83M 0.06% +286 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,364 $1.8M 0.15% -4 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,362 $1.8M 0.91% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,356 $1.79M 0.01% -24 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,355 $1.79M 0.01% +16 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 1,355 $1.79M 0.02% -39 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,332 $1.76M 0.27% +77 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,324 $1.75M 0.53% +13 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 1,307 $1.72M 0.01% -1,477 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,288 $1.7M 0.17% -5 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,271 $1.68M 0.07% +7 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,234 $1.63M 0.06% +229 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,225 $1.61M 0.4% +256 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,217 $1.6M 0.21% +156 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,209 $1.59M 0.07% +573 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 1,200 $1.58M <0.01% -49,300 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,191 $1.57M 0.04% +62 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,191 $1.57M 0.02% 0 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,190 $1.57M 0.05% +644 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,189 $1.57M 0.01% +22 13F-HR/A Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,182 $1.56M 0.02% +8 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,166 $1.54M 0.09% 0 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,157 $1.52M 0.01% +127 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,124 $1.52M 0.01% +851 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 2,015 $1.49M 0.6% +86 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,120 $1.48M 0.01% -3 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,109 $1.46M 0.03% +665 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,107 $1.46M -61 Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 1,087 $1.43M 1.07% -31 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 1,079 $1.42M 0.04% +913 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,073 $1.41M 0.08% +57 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,070 $1.41M 0.04% -92 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,062 $1.4M 0.02% +108 13F-HR Timeline Group Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 1,060 $1.4M 0.09% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,059 $1.4M 0.01% 0 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,059 $1.4M 0.01% +19 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,054 $1.39M 0.04% -248 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 1,040 $1.37M 0.1% -2 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 1,035 $1.36M <0.01% -45 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,019 $1.34M 0.03% -8,033 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,013 $1.34M 0.22% +7 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,010 $1.33M 0.8% 0 13F-HR Timeline Miura Global Management, LLC More: the full row for Miura Global Management, LLC 1,000 $1.32M 1.94% -1,500 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 997 $1.31M 0.61% +39 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,007 $1.3M 0.06% +80 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 985 $1.3M 0.18% +658 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 979 $1.29M 0.02% +168 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 977 $1.29M 0.1% +71 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 969 $1.28M 0.03% +127 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 961 $1.27M 0.05% -27 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 948 $1.25M 0.09% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 942 $1.24M 0.05% -31 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 931 $1.23M 0.04% -36 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 928 $1.22M 0.02% -54 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 925 $1.22M 0.02% -5,336 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 923 $1.22M 0.41% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 921 $1.21M 0.36% +610 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 914 $1.2M 0.02% -20 13F-HR Timeline OSSIAM More: the full row for OSSIAM 913 $1.2M 0.02% -36,127 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 913 $1.2M 0.01% +202 13F-HR Timeline Group Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 912 $1.2M 0.84% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 900 $1.19M 0.01% -199 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 897 $1.18M <0.01% +343 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 896 $1.18M 0.02% -15 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 895 $1.18M 0.01% -2,819 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 893 $1.18M 0.04% -915 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 888 $1.17M <0.01% -84 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 881 $1.16M 0.05% new 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. 864 $1.14M 0.02% -137 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 862 $1.14M 0.26% +19 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 861 $1.14M 0.01% -43 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 855 $1.13M 0.08% -80 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 854 $1.12M 0.08% -39 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 848 $1.12M 0.09% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 846 $1.12M 0.09% +89 13F-HR/A Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 845 $1.11M 0.02% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 861 $1.11M 0.02% +11 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 857 $1.1M 0.02% -12 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 834 $1.1M 0.01% +33 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 826 $1.09M 0.01% +98 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 826 $1.09M 0.05% -9 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 841 $1.08M 0.04% -29 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 815 $1.07M 0.24% +30 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 812 $1.07M 0.06% -7 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 805 $1.06M 0.49% +230 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 805 $1.06M 0.08% -225 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 791 $1.04M 0.03% +248 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 790 $1.04M 0.07% +786 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 789 $1.04M 0.02% +107 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 783 $1.03M 0.06% -9 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 780 $1.03M 0.36% +4 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 775 $1.02M 0.05% -215 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) 772 $1.02M 0.03% +75 13F-HR Timeline Group CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 770 $1.01M 0.03% 0 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 770 $1.01M 0.14% -155 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 767 $1.01M 0.27% +6 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 743 $1.01M 0.06% +70 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 759 $1000K 0.01% +112 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 754 $994K 0.12% -447 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 753 $992K 0.02% +578 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 749 $987K 0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 749 $987K 0.01% -22 13F-HR/A Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 748 $985K 0.02% +500 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 761 $981K 0.01% -5 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 741 $977K 0.1% +41 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 739 $974K 0.22% +63 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 734 $968K 0.05% +16 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 722 $952K 0.01% -97 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 722 $952K 0.25% +2 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 716 $944K 0.02% +29 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 742 $927K 0.62% 0 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 731 $926K 0.19% +342 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 877 $923K 0.01% +106 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 700 $923K 0.11% +208 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 699 $921K 0.07% -1 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 693 $914K 0.17% +111 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 690 $909K 0.1% -245 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 680 $896K 0.22% +74 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 680 $896K 0.8% +27 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 678 $894K 0.3% +3 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 669 $881K 0.01% -68 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 668 $880K 0.02% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 668 $880K <0.01% +33 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 662 $873K 0.29% +6 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 673 $865K 0.09% +14 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 654 $862K 0.03% -143 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 652 $859K 0.08% 0 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 649 $855K 0.7% -50 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 647 $853K 0.18% new 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 634 $836K 0.06% -18 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 660 $836K 0.01% +205 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 630 $830K 0.06% 0 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 630 $830K 0.3% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 621 $818K 0.04% -42 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 621 $818K 0.03% -3,173 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 608 $801K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 605 $797K 0.04% -4 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 603 $795K 0.05% +90 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 596 $786K 0.04% +68 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 595 $784K 0.2% +6 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 591 $779K 0.01% new 13F-HR/A Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 583 $768K <0.01% -159 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 580 $764K 0.02% +10 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 560 $738K 0.03% 0 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 560 $738K 0.2% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 557 $734K -8 Timeline