True North Advisors, LLC More: the full row for True North Advisors, LLC 2,317 $1.14M 0.11% +62 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,315 $1.14M 0.06% +12 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,313 $1.14M 0.19% -78 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 2,308 $1.13M 0.01% -4,686 13F-HR/A Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,289 $1.12M 0.58% +290 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,263 $1.11M 0.1% +225 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,257 $1.11M 0.06% +356 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,254 $1.11M 0.03% +505 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,250 $1.11M 0.02% +152 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,248 $1.1M 0.14% +67 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,234 $1.1M 0.27% +102 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 2,228 $1.09M 0.08% -7 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,218 $1.09M 0.03% +63 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,211 $1.09M 0.07% +26 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,211 $1.09M 0.05% 0 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,200 $1.08M 0.05% -200 13F-HR/A Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 2,200 $1.08M 0.47% -100 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,195 $1.08M 0.36% +17 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 2,194 $1.08M 0.29% +773 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,187 $1.07M 0.03% +892 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 2,190 $1.07M 0.07% +641 13F-HR Timeline Group Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,183 $1.07M 0.44% +449 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 2,178 $1.07M 0.38% -33 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,171 $1.07M 0.03% -212 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,166 $1.06M 0.01% +132 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,154 $1.06M 0.01% -20 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,143 $1.05M 0.07% -1,612 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,129 $1.05M 0.09% +407 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 2,128 $1.05M 0.49% +13 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,117 $1.04M 0.09% +16 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,104 $1.03M 0.01% +32 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,081 $1.02M 0.01% +7 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 2,079 $1.02M 0.13% 0 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 2,078 $1.02M 0.13% 0 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 2,077 $1.02M 0.11% -699 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,077 $1.02M 0.13% -41 13F-HR Timeline Group Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,065 $1.01M 0.1% -12 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,062 $1.01M 0.04% +1 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,051 $1.01M 0.08% -130 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,050 $1.01M 0.06% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,040 $1M 0.1% +182 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,034 $1000K 0.06% -13 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 2,025 $995K 0.02% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,024 $994K 0.22% +75 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,022 $994K 0.02% +199 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,012 $988K 0.17% -179 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 2,010 $987K 0.07% -180 13F-HR/A Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,009 $987K 0.13% 0 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 2,008 $986K 0.03% +55 13F-HR Timeline Group CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,000 $982K 0.07% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,997 $981K 0.01% +284 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,994 $980K 0.06% -9 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,994 $979K 0.01% +891 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,993 $979K 0.04% +1,236 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,988 $976K 0.06% +1,501 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,984 $974K 0.07% +27 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,971 $968K 0.03% +127 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,970 $968K 0.41% -70 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,970 $966K 0.01% +305 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Essex LLC More: the full row for Essex LLC 1,959 $962K 0.15% -262 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,942 $954K 0.36% -241 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 1,933 $949K 0.2% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,933 $949K 0.05% +174 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,932 $949K 0.08% +9 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 1,930 $948K 0.76% +7 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,919 $943K 0.15% +48 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,916 $941K 0.23% +347 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 2,038 $940K 0.25% +85 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 1,903 $935K <0.01% 0 13F-HR Timeline Group PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,902 $934K 0.36% +144 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,898 $932K 0.07% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,895 $931K 0.02% +131 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,890 $928K 0.02% +158 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,890 $928K 0.02% -31,311 13F-HR Timeline S&CO INC More: the full row for S&CO INC 1,880 $923K 0.05% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,876 $921K 0.03% +199 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,872 $919K 0.04% -256 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,870 $918K 0.03% -2,172 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 1,853 $910K 0.08% -28 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,852 $910K 0.41% 0 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,850 $909K 0.31% new 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 1,850 $909K 0.35% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,849 $908K 0.05% +194 13F-HR Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,849 $908K 0.08% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,841 $904K 0.02% +167 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 1,836 $902K 0.4% -390 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 1,826 $897K 0.7% +514 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 1,908 $897K 0.46% +126 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 1,818 $893K 0.06% -2 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,818 $893K 0.04% +119 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,817 $893K 0.03% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,815 $891K 0.05% +156 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,814 $891K 0.09% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,814 $891K 0.14% -21 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,810 $889K 0.16% 0 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 1,807 $887K -6,603 Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,799 $884K 0.01% -42 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,787 $878K 0.17% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,786 $877K 0.03% -39 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,779 $874K 0.45% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,844 $870K 0.02% +599 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,766 $867K 0.56% +109 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,766 $867K 0.05% -52 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,757 $863K 0.03% +373 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,750 $860K 0.02% +3 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,741 $855K 0.07% +24 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 1,727 $848K 0.19% -319 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,727 $848K 0.06% +884 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,726 $848K 0.1% 0 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,722 $846K 0.16% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,720 $845K 0.13% +54 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,719 $844K 0.34% +21 13F-HR Timeline Group LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 1,715 $842K 0.26% +624 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,710 $840K 0.07% +11 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,707 $838K 0.02% -146 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,689 $830K 0.15% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,680 $825K 0.18% -30 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,677 $824K 0.04% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,665 $818K 0.05% +1,114 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 1,655 $813K 0.24% +82 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,652 $811K 0.02% +39 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,650 $810K 0.04% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,644 $807K 0.02% +35 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,639 $805K 0.05% +20 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,632 $802K 0.18% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,629 $800K 0.03% +362 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,616 $794K 0.05% +956 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,614 $793K 0.18% -4 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,610 $791K 0.03% -35 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,603 $787K 0.1% +1,076 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 1,603 $787K 0.01% -175 13F-HR Timeline CAPITOLIS LIQUID GLOBAL MARKETS LLC More: the full row for CAPITOLIS LIQUID GLOBAL MARKETS LLC 1,600 $786K <0.01% -1,500 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 1,600 $786K 0.43% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,593 $782K 0.03% -3 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,587 $780K 0.01% +85 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,586 $779K 0.01% -1 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,580 $776K <0.01% -12 13F-HR Timeline Group IAM Advisory, LLC More: the full row for IAM Advisory, LLC 1,578 $775K 0.15% +4 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,574 $773K 0.03% +1,042 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,553 $763K 0.09% -106 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,549 $761K 0.08% -84 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,547 $760K 0.1% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,542 $757K 0.28% +93 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,538 $755K 0.07% +1 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,537 $755K 0.08% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,548 $753K 0.03% +481 13F-HR Timeline Group Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 1,531 $752K 0.69% +75 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,527 $750K 0.07% 0 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 1,525 $749K 0.35% new 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 1,523 $748K 0.45% +38 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 1,520 $747K 0.13% 0 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 1,520 $747K 0.06% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,519 $746K 0.1% -128 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,517 $745K 0.1% 0 13F-HR/A Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 1,516 $745K 0.47% -354 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,507 $740K 0.03% +19 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,502 $738K 0.03% -5 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,501 $737K <0.01% -82 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 1,500 $737K 0.16% new 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,500 $737K 0.14% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 1,498 $736K 0.12% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,493 $733K 0.14% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,489 $732K 0.06% +149 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,480 $727K 0.14% -1,843 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,478 $726K 0.04% +355 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,472 $723K 0.02% +75 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,455 $715K 0.17% 0 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 1,451 $713K 0.48% -4 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,445 $710K 0.01% -40 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,445 $707K 0.03% +423 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,434 $705K 0.02% +832 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,428 $701K 0.06% -120 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,427 $701K 0.25% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,424 $699K 0.12% +51 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,423 $699K 0.13% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,418 $696K 0.18% -83 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,403 $689K 0.13% +66 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,399 $687K 0.01% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,391 $683K 0.04% +20 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,377 $676K 0.03% -56 13F-HR/A Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,369 $672K 0.04% -2 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,367 $671K 0.12% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,363 $670K 0.08% +31 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 1,360 $668K 0.07% -39 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,359 $667K 0.06% +7 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,357 $667K 0.04% -14 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,356 $666K 0.03% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,380 $665K 0.07% +110 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,352 $664K 0.19% 0 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,345 $661K 0.09% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,341 $659K 0.24% -9 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,335 $656K 0.02% +72 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,330 $653K 0.45% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,322 $649K 0.07% -14 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,321 $648K 0.04% -810 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,317 $647K 0.29% -30 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,316 $646K 0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,312 $644K 0.02% +37 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,311 $644K 0.07% new 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 1,310 $643K 0.29% -50 13F-HR Timeline