BSW Wealth Partners More: the full row for BSW Wealth Partners 3,039 $724K 0.1% -8 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,034 $723K 0.12% -4,286 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,022 $720K 0.03% +17 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,021 $720K 0.15% -168 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 3,017 $719K 0.02% new 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 3,011 $717K 0.07% +147 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,009 $717K 0.03% -13,089 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,008 $717K 0.01% +2,003 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,006 $716K 0.02% -304 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,971 $711K 0.06% -49 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 2,978 $710K 0.43% -34 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,974 $709K 0.2% new 13F-HR/A Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,961 $705K 0.49% +449 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,959 $705K 0.06% +488 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,961 $705K 0.05% -543 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,934 $699K 0.3% -37 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,929 $698K 0.02% -554 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,927 $697K 0.65% +1,434 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,925 $697K <0.01% +72 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,913 $694K 0.15% -164 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,903 $692K 0.44% +546 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,889 $688K 0.14% -916 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 2,853 $680K 0.13% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,836 $676K 0.05% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,825 $673K 0.05% -75 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,816 $671K 0.06% +194 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 2,816 $671K 0.3% +260 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,810 $670K 0.04% +18 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 2,807 $669K 2.77% +366 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,018 $666K 0.46% +270 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,784 $663K 0.09% +1,140 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,780 $662K 0.34% -150 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 2,775 $661K 0.59% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,763 $658K 0.13% -22 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 2,760 $658K 0.45% +247 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,777 $655K 0.32% -54 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 2,741 $653K <0.01% -498,114 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,738 $652K 0.16% new 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 2,719 $648K 0.19% -2,670 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,718 $648K 0.02% -158 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,715 $647K 0.03% +234 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,715 $647K 0.08% -319 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,697 $643K 0.02% +1,675 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 2,693 $642K 0.44% -18 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 2,669 $636K 1.04% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,666 $635K 0.03% -286 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,665 $634K 0.17% +22 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,773 $632K 0.05% +947 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,635 $628K <0.01% -175 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,625 $625K 0.2% new 13F-HR/A Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 2,620 $624K 0.55% +1,720 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,620 $624K 0.03% +1,236 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,612 $622K 0.06% -69 13F-HR Timeline Group Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,606 $621K 0.34% +46 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,599 $619K 0.04% -109 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,597 $619K 0.43% 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 2,553 $617K 0.16% 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,586 $616K 0.47% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,579 $614K 0.11% +41 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,563 $611K 0.03% +1,687 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,560 $610K 0.05% -147 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,557 $609K 0.01% -109 13F-HR Timeline Group Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,557 $609K 0.43% -115 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,554 $609K 0.15% +143 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,528 $602K <0.01% +49 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,524 $601K 0.53% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,521 $601K 0.01% +575 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,508 $598K 0.01% -8,154 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,500 $596K 0.21% 0 13F-HR Timeline Group Independent Family Office, LLC More: the full row for Independent Family Office, LLC 2,500 $596K 0.28% -500 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,485 $592K 0.3% +164 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,472 $589K 0.02% -204 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 2,464 $587K 0.03% +364 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,462 $587K 0.12% -500 13F-HR/A Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 2,461 $586K 0.28% -149 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,454 $585K 0.01% +30 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,452 $584K 0.17% +603 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,434 $580K 0.02% -1,675 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,422 $577K 0.04% -2 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,411 $574K 0.02% -135 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 2,406 $573K 0.01% +140 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 2,406 $573K 0.45% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,427 $572K 0.06% -420 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,374 $566K 0.09% +6 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 2,371 $565K 0.14% +161 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,353 $561K 0.34% +200 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,344 $558K 0.41% +143 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 2,338 $557K 0.91% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,327 $554K 0.23% -93 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 2,304 $549K 0.53% -90 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,300 $548K 0.19% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,292 $546K 0.05% +51 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 2,292 $546K 0.02% -869 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,402 $546K 0.1% -49 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,958 $543K 0.02% -95 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,280 $543K 0.09% +37 13F-HR/A Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,274 $542K 0.25% -59 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,268 $540K 0.15% +147 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,228 $531K 0.04% -90 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 2,225 $530K 0.33% 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,221 $529K 0.14% +155 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,254 $527K 0.02% -214 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,209 $526K 0.07% -6,061 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,194 $523K 0.19% +97 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,189 $522K 0.08% -176 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,159 $514K 0.15% -16 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 2,154 $513K 0.14% +6 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 2,145 $511K 0.25% +1,240 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,143 $511K 0.03% +204 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,139 $510K 0.03% +600 13F-HR/A Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,136 $509K 0.05% -349 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,127 $507K 0.03% +124 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,122 $506K 0.03% -132 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,102 $501K <0.01% +206 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 2,094 $499K 0.09% +1,004 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,089 $498K 0.38% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,088 $498K 0.19% +64 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,197 $498K 0.01% +387 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,082 $496K 0.08% +45 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,072 $494K 0.04% +16 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,071 $494K 0.11% +21 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 2,068 $493K 0.01% +100 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 2,056 $490K 0.15% +10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,056 $490K 0.05% -39 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,055 $490K 0.05% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 2,050 $488K 0.11% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,049 $488K 0.17% -8 13F-HR/A Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,039 $486K 0.1% +72 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 2,036 $485K 0.45% -2 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 2,019 $481K 0.27% +8 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,014 $480K 0.03% -56 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,011 $479K 0.22% +764 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,004 $478K 0.07% -3 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 1,993 $475K 0.1% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,973 $470K 0.16% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,972 $470K 0.06% +633 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,963 $468K 0.07% -905 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 1,958 $467K 0.01% new 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,957 $466K <0.01% -370 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,952 $465K 0.05% +717 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,950 $465K 0.09% +130 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,945 $463K <0.01% 0 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,940 $462K 0.01% -564 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 1,928 $459K 0.04% -40 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,925 $459K 0.11% +60 13F-HR/A Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,922 $458K 0.01% -700 13F-HR Timeline Group McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 1,911 $455K 0.12% -42 13F-HR/A Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,863 $450K 0.08% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,888 $450K 0.19% -82 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,888 $450K 0.03% +235 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,885 $449K 0.04% -24,926 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,870 $446K 0.27% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,865 $444K 0.17% +152 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,858 $443K 0.03% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,858 $443K 0.02% +1,003 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 1,857 $442K 0.4% +26 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,846 $440K 0.05% 0 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 1,845 $440K 0.08% +261 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,837 $438K 0.06% +34 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,837 $438K 0.1% -13 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,830 $436K 0.01% +706 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,827 $435K 0.18% +201 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,822 $434K 0.06% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,821 $434K 0.04% -16,521 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,815 $432K 0.04% -96 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,889 $431K 0.19% -441 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,801 $429K 0.08% +1 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 1,798 $428K <0.01% +369 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,793 $427K 0.04% -74 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,790 $426K 0.01% +35 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,786 $426K 0.01% +12 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,754 $418K 0.32% +6 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,746 $416K 0.02% new 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 1,743 $415K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,732 $413K 0.07% -63 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,718 $409K 0.14% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,715 $409K 0.04% +147 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,715 $408K 0.11% -1,555 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,695 $404K 0.19% -105 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,682 $401K <0.01% +80 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,682 $401K 0.4% +11 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,680 $400K 0.03% -45 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,672 $398K 0.02% +906 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,667 $397K 0.01% +215 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,660 $396K 0.03% +51 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,654 $394K 0.08% new 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1,655 $394K 0.04% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,649 $393K 0.41% -23 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,640 $391K 0.04% +351 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,639 $391K 0.25% -94 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,639 $390K 0.01% -201 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,638 $390K 0.08% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,625 $387K 0.05% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,621 $386K 0.2% +219 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,613 $384K 0.02% +176 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,607 $383K 0.04% +337 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,600 $381K 0.02% +38 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,600 $381K 0.08% -14 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,598 $381K 0.02% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,597 $381K 0.07% +561 13F-HR Timeline