MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,281 $453K 0.01% +50 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,268 $451K 0.09% 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 2,267 $450K 0.21% +1,445 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,253 $448K 0.05% -518 13F-HR Timeline Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 2,247 $447K 0.42% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,231 $443K 0.01% +2 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 2,220 $441K 0.01% +84 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,215 $440K 0.01% -1,854 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,211 $439K 0.14% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,185 $434K <0.01% +129 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,173 $432K 0.01% +1,023 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,153 $428K 0.14% 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,134 $424K 0.01% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,132 $424K 0.01% +339 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,088 $422K 0.01% +50 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,103 $418K 0.15% +136 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 2,087 $415K <0.01% +4 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,070 $411K 0.05% -840 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,066 $411K <0.01% +380 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,049 $407K 0.01% -19 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,040 $405K 0.05% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,032 $404K 0.19% -303 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,029 $403K 0.01% +386 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,026 $403K <0.01% new 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. 2,017 $401K 0.02% -36 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,014 $400K 0.03% +590 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,913 $398K 0.04% -303 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,001 $398K 0.04% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,000 $397K 0.05% -500 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,000 $397K 0.08% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,977 $393K 0.01% +4 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,972 $392K 0.07% +166 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,963 $390K 0.01% -67 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,950 $390K <0.01% 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,957 $389K <0.01% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,948 $387K 0.01% 0 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,947 $387K 0.02% +816 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,942 $386K <0.01% +874 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,926 $383K <0.01% +9 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,891 $376K 0.01% +85 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,831 $364K 0.01% +117 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 3,083 $363K <0.01% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,813 $360K 0.06% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,805 $359K 0.01% +741 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1,800 $358K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,792 $356K 0.01% +583 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,791 $356K 0.03% +169 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,787 $355K 0.1% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,787 $355K 0.01% new 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,784 $355K 0.02% +177 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,750 $348K <0.01% -139 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,739 $346K 0.12% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,726 $343K 0.04% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,724 $343K 0.02% new 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 1,698 $337K 0.24% +46 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 1,676 $333K 0.02% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,674 $333K <0.01% +47 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,649 $328K 0.03% +117 13F-HR Timeline Group PeakShares LLC More: the full row for PeakShares LLC 1,639 $326K 0.32% 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,637 $325K 0.09% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,590 $316K 0.03% new 13F-HR/A Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 1,584 $315K 0.02% -424 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,578 $314K <0.01% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,576 $313K 0.03% +1 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,573 $313K 0.01% +55 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,540 $306K 0.03% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,526 $303K 0.04% +425 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,517 $301K <0.01% -104 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,516 $301K <0.01% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,514 $301K 0.02% -399 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,503 $299K <0.01% +1,037 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,501 $298K 0.01% +12 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 1,500 $298K 0.32% 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 1,500 $298K 0.04% 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 1,500 $298K 0.27% 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,497 $297K 0.05% +34 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,492 $296K 0.01% -117 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,489 $296K 0.05% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 1,477 $294K <0.01% -49 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,471 $292K 0.07% -227 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,467 $292K 0.17% -284 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,464 $291K 0.03% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,413 $281K 0.02% new 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,391 $276K 0.03% 0 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 1,374 $276K <0.01% -435 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,381 $274K 0.03% -48 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. 1,380 $274K 0.01% -10 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,352 $272K 0.01% +810 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,369 $272K 0.11% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,355 $269K <0.01% +79 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,354 $269K 0.01% +23 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,354 $269K 0.02% +225 13F-HR/A Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,317 $262K 0.03% -3 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,314 $261K <0.01% +722 13F-HR Timeline Group Bank of Marin More: the full row for Bank of Marin 1,311 $261K 0.18% -84 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,303 $259K <0.01% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,295 $257K 0.13% +23 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 1,291 $257K <0.01% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,288 $256K 0.05% +6 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,283 $255K 0.01% -108 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,279 $254K 0.04% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,275 $253K 0.27% -1,419 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,323 $250K 0.03% -204 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,254 $249K 0.01% +63 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,236 $246K 0.06% -120 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,230 $244K 0.09% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,230 $244K 0.09% +68 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,209 $240K 0.64% +218 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,205 $239K 0.17% 0 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 1,198 $239K 0.11% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,181 $235K 0.01% -24 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,169 $232K <0.01% +99 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,161 $231K <0.01% -59 13F-HR Timeline Group Graetz Wealth LLC More: the full row for Graetz Wealth LLC 1,159 $230K 0.21% 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,150 $229K 0.04% new 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 1,147 $228K <0.01% new 13F-HR Timeline Group 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 1,146 $228K <0.01% -581 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,142 $227K 0.07% +52 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,125 $224K 0.01% -53 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,123 $223K 0.01% -95 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,118 $222K <0.01% +36 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,082 $215K 0.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,081 $215K <0.01% -44,649 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,077 $214K <0.01% +57 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,063 $214K 0.02% new 13F-HR Timeline American Trust More: the full row for American Trust 1,063 $211K 0.02% +22 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,055 $210K <0.01% new 13F-HR Timeline Group Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 1,055 $210K <0.01% new 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,054 $209K <0.01% +22 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,034 $205K 0.02% -144 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,027 $204K <0.01% +4 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,026 $204K 0.1% -47 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,019 $204K 0.03% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 875 $203K 0.08% -196 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 1,000 $203K 0.08% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,021 $203K 0.04% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,020 $203K 0.06% -213 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 1,014 $202K <0.01% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,007 $200K 0.03% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 968 $192K 0.02% -23 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 803 $160K 0.03% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 800 $159K <0.01% -8,116 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 798 $159K <0.01% +66 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 774 $154K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 665 $132K <0.01% +9 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 633 $126K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 617 $123K 0.04% +26 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 582 $116K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 572 $114K 0.06% -163 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 559 $111K <0.01% +6 13F-HR Timeline Group AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 523 $104K 0.1% 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 511 $101K <0.01% 0 13F-HR Timeline Group STEPH & CO More: the full row for STEPH & CO 503 $100K 0.03% -186 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 500 $99.4K 0.02% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 472 $93K <0.01% new 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 463 $91.9K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 422 $83.9K <0.01% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 414 $82.3K 0.05% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 410 $81.5K <0.01% +194 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 385 $76.5K 0.01% -30 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 368 $73.1K <0.01% -145 13F-HR Timeline Group CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 350 $69.6K 0.06% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 341 $67.8K <0.01% -24,748 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 314 $62.4K 0.02% 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 302 $60K 0.03% +142 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 289 $57.4K <0.01% -7,601 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 287 $57K <0.01% +11 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 283 $56.2K 0.06% -39 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 267 $53.1K <0.01% -16 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 261 $51.9K 0.03% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 258 $51.3K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 253 $50.3K 0.01% +191 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 227 $45.1K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 222 $44.1K <0.01% +34 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 222 $44.1K 0.01% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 216 $43.1K 0.01% +24 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 200 $39.7K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 192 $38.2K <0.01% +114 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 176 $35K <0.01% +5 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 146 $29K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 132 $26.2K <0.01% -145 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 132 $26.2K <0.01% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 133 $26K <0.01% +6 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 128 $25.4K <0.01% +13 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 125 $24.8K 0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 125 $24.8K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 122 $24.2K 0.02% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 119 $23.6K <0.01% +43 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 111 $23K <0.01% -5 13F-HR/A Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 114 $22.7K <0.01% -17 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 108 $22.5K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 113 $22.5K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 112 $22.3K <0.01% +27 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 112 $22.3K <0.01% +24 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 100 $19.9K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 100 $19.7K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 98 $19.5K <0.01% -333 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 96 $19.1K <0.01% +15 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 95 $18.9K <0.01% +1 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 92 $18.3K <0.01% 13F-HR Timeline