BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 674 $896K 0.41% 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 669 $890K 0.1% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 668 $888K 0.02% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 668 $888K <0.01% 0 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 666 $886K 0.29% +4 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 666 $886K 0.29% -12 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 658 $875K 0.04% +249 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 653 $868K 1.03% 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 652 $867K 0.08% 0 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 652 $867K 0.02% -3,741 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 645 $858K 0.06% -160 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 639 $850K 0.8% -41 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 633 $841K <0.01% -3,665 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 629 $836K 0.06% -5 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 619 $835K 0.07% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 624 $830K 0.05% -6 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 618 $822K 0.2% -121 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 615 $818K 0.01% +315 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 613 $815K 0.29% -17 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 612 $814K 0.04% -9 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 609 $810K 0.04% +4 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 607 $807K 0.43% new 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 594 $790K 0.66% -55 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 592 $787K 1.74% +112 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 589 $783K 0.01% +53 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 587 $780K 0.01% +343 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 583 $775K 0.03% -243 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 577 $767K 0.02% -3 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 574 $763K 0.02% -80 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 531 $758K 0.29% -3 13F-HR/A Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 568 $756K 0.06% +72 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 567 $754K 0.05% -132 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 564 $750K 0.03% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 561 $746K 0.03% -629 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 560 $745K 0.04% 0 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 560 $744K 0.2% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 552 $734K 0.02% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 550 $731K 0.03% +62 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 543 $722K 0.02% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 542 $721K 0.02% -79 13F-HR Timeline Group Delta Global Management LP More: the full row for Delta Global Management LP 542 $721K 0.05% new 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 535 $712K 0.01% +80 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 535 $711K 0.31% -462 13F-HR Timeline LORD, ABBETT & CO. LLC More: the full row for LORD, ABBETT & CO. LLC 534 $710K <0.01% -55,993 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 533 $708K 0.1% -14 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 521 $693K 0.09% +52 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 521 $693K 0.07% +42 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 519 $690K 0.02% +199 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 516 $686K 0.01% new 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 509 $677K 0.05% -24 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 504 $670K -53 Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 502 $668K 0.01% -2,368 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 500 $665K 0.07% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 500 $665K 0.31% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 499 $664K 0.04% +14 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 498 $662K 0.07% +39 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 492 $654K 0.02% +1 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 484 $644K 0.07% new 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 483 $642K 0.02% -30 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 475 $632K <0.01% +114 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 473 $629K 0.01% +46 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 471 $626K 0.04% +67 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 466 $620K 0.13% 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 466 $620K 0.01% +6 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 465 $618K 0.14% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 464 $617K 0.27% +5 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $617K 0.47% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 462 $614K 0.1% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 461 $613K 0.01% +65 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 460 $612K 0.06% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 453 $602K 0.01% 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 452 $601K 0.08% -302 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 450 $598K 0.02% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 446 $593K 0.01% -145 13F-HR Timeline Group BARR E S & CO More: the full row for BARR E S & CO 445 $592K 0.03% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 444 $590K 0.04% -12 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 440 $585K 0.03% +69 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 439 $584K <0.01% -1 13F-HR Timeline Group Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 439 $584K 0.37% +21 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 440 $580K 0.02% +31 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 435 $578K 0.5% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 428 $569K 0.02% +86 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 424 $564K 0.02% +2 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 424 $564K 0.09% +4 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 423 $563K 0.01% -9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 418 $556K 0.14% +25 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 411 $547K 0.21% +178 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 406 $540K 0.22% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 402 $535K 0.09% +22 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 399 $531K 0.01% -47 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 399 $531K 0.01% +24 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 398 $529K 0.02% -72 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 394 $524K <0.01% -11 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 394 $524K 0.01% +22 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 390 $519K <0.01% +69 13F-HR Timeline Group Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 390 $519K 0.09% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 390 $518K 0.01% -5 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 388 $516K 0.21% -22 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 388 $516K 0.01% -1,271 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 387 $515K 0.05% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 386 $513K 0.01% +2 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 384 $512K 0.02% +40 13F-HR Timeline Group Pembroke Management, LTD More: the full row for Pembroke Management, LTD 382 $508K 0.05% +143 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 378 $503K 0.1% -48 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 377 $501K 0.03% +19 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 373 $496K 0.07% -79 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 369 $491K 0.02% +31 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 369 $490K <0.01% +19 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 363 $483K 0.04% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 362 $481K 0.09% +20 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 359 $477K 0.27% -4 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 358 $476K 0.22% 0 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 354 $471K 0.01% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 350 $465K 0.01% +86 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 347 $461K <0.01% +7 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 346 $460K <0.01% +139 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 345 $459K 0.03% -37 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 343 $456K <0.01% +123 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 342 $455K 0.08% +11 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 321 $447K 0.03% +115 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 335 $446K <0.01% +5 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 334 $444K 0.03% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 330 $439K 0.2% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 329 $438K 0.01% +10 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 329 $438K <0.01% -6 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 325 $432K 0.01% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 325 $432K 0.07% -34 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 324 $431K 0.01% -50 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 324 $431K 0.02% -910 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 321 $427K 0.15% +25 13F-HR Timeline Group OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 317 $422K 0.03% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 317 $421K 0.04% -11 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 315 $419K 0.02% 0 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 313 $416K 0.07% 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 313 $416K 0.01% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 312 $415K <0.01% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 309 $411K 0.02% -12 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 308 $410K 0.04% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 307 $408K 0.01% -35 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 307 $408K 0.01% -5,906 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 306 $407K 0.02% +24 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 306 $407K 0.01% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 306 $407K 0.04% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 304 $404K 0.01% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 300 $399K 0.2% +45 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 299 $398K <0.01% +9 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 299 $398K 0.01% +31 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 298 $396K 0.01% +44 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 298 $396K 0.09% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 297 $395K 0.02% +58 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 297 $394K 0.01% +18 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 296 $394K <0.01% -2 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 296 $394K 0.05% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 296 $394K 0.02% +28 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 296 $394K 0.02% -20 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 296 $394K 0.01% -148 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 296 $394K 0.01% -14 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 290 $386K 0.01% -97 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. 288 $383K 0.02% -10 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 287 $382K 0.01% -4 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 284 $378K <0.01% +136 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 282 $375K 0.03% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 280 $372K 0.05% +19 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 280 $372K 0.17% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 279 $371K 0.01% -67 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 278 $370K 0.42% -277 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 277 $368K 0.01% -22 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 277 $368K 0.01% -18 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 275 $366K 0.02% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 273 $363K 0.08% new 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 271 $361K 0.05% 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 271 $360K 0.3% 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 266 $354K 0.11% -79 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 265 $352K 0.05% -22 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 264 $351K 0.03% 0 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 263 $350K 0.06% +54 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 263 $350K 0.02% +1 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 249 $347K 0.22% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 259 $344K <0.01% +12 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 258 $343K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 258 $343K 0.02% +88 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 255 $339K 0.07% +19 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 253 $336K <0.01% -64 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 249 $331K 0.13% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 248 $330K 0.03% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 248 $330K 0.01% -74 13F-HR/A Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 244 $324K 0.04% -35 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 243 $323K 0.03% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 242 $322K <0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 241 $321K <0.01% new 13F-HR Timeline Group Family Manage LLC More: the full row for Family Manage LLC 241 $320K 0.04% +28 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 241 $320K 0.07% +36 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 240 $319K -1,669 Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 239 $318K 0.04% +7 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 238 $317K 0.12% +4 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 234 $311K 0.01% +4 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 239 $307K 0.01% -16 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 230 $306K 0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 229 $305K 0.03% -97 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 229 $304K <0.01% +56 13F-HR Timeline