Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,001 $611K 0.01% -1,059 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,944 $606K 0.04% -38 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,913 $596K 0.03% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,911 $595K 0.04% -40 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,895 $590K 0.01% 0 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 1,884 $587K 0.07% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,883 $587K 0.01% -44 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,873 $583K 0.24% -2,578 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,860 $579K 0.04% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,851 $577K 0.22% +29 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,928 $573K 0.02% +199 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,820 $567K 0.24% -137 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,800 $561K <0.01% +64 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,787 $557K 0.08% +13 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,753 $546K 0.02% new 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 1,753 $546K 0.07% -46 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,722 $536K 0.42% -598 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 1,719 $535K 0.23% 0 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,716 $535K <0.01% +886 13F-HR/A Timeline Group Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 1,714 $534K 0.04% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,703 $531K 0.04% +635 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,700 $530K <0.01% +175 13F-HR Timeline Group CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,700 $530K 0.05% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,691 $527K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,680 $523K <0.01% +31 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,670 $520K 0.02% new 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,670 $520K 0.09% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,660 $517K 0.02% -158 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,652 $515K 0.01% +46 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 1,646 $513K 0.25% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,641 $511K 0.04% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,626 $507K 0.05% -3 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,616 $503K 0.21% -384 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,592 $496K 0.01% -37 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,586 $494K 0.05% +299 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,574 $490K 0.06% -154 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,568 $488K 0.02% +4 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 1,550 $483K 0.42% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,546 $482K 0.02% -643 13F-HR Timeline Group LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 1,539 $479K 0.33% -4 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 1,538 $479K 0.08% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,501 $468K 0.12% -28 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,499 $467K 0.08% -181 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,496 $466K 0.01% -285 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,485 $463K 0.01% +657 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,725 $457K 0.04% +7 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,441 $449K 0.03% -1,840 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,424 $443K 0.01% +142 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,419 $443K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,419 $442K 0.02% +421 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,415 $441K 0.01% -32 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,404 $438K 0.01% -637 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,413 $436K 0.04% -439 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,374 $428K 0.07% -57 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,372 $427K 0.03% +146 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,360 $424K 0.02% +49 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,353 $421K 0.06% +5 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,345 $419K 0.04% -342 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,340 $417K 0.01% -24,906 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,338 $417K 0.03% +252 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,334 $416K 0.06% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,324 $412K 0.02% +1,233 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,323 $412K <0.01% -41 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,320 $411K 0.24% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,314 $409K 0.2% +29 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,304 $406K 0.02% -61 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,293 $403K 0.06% +216 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,292 $402K 0.04% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,284 $400K 0.19% +9 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,265 $394K 0.01% -18 13F-HR/A Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 1,260 $392K 0.01% -2,561 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 1,244 $388K 0.2% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,240 $386K 0.29% 0 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 1,232 $384K 0.01% +21 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,228 $383K 0.03% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,227 $382K <0.01% +42 13F-HR Timeline Group BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 1,208 $376K 0.13% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,197 $373K 0.06% +18 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,192 $371K 0.03% -2,281 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,182 $368K 0.01% +96 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,181 $368K 0.02% +4 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,231 $367K 0.01% +367 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,174 $366K 0.01% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,165 $363K 0.01% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,163 $362K 0.08% +114 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,330 $362K 0.03% +27 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,152 $359K 0.03% new 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,150 $358K <0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,148 $358K 0.03% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,145 $357K <0.01% -5,243 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,141 $355K 0.04% +7 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,117 $348K 0.05% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,116 $348K 0.01% +432 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,112 $346K 0.04% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,107 $345K 0.02% -101 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 1,105 $344K 0.11% +38 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,101 $343K 0.12% +14 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,095 $341K 0.02% +136 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,084 $338K 0.03% +144 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,072 $334K 0.04% +218 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,067 $332K 0.01% 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,055 $329K 0.02% 0 13F-HR Timeline Compound Planning, Inc. 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More: the full row for Stanley-Laman Group, Ltd. 1,032 $321K 0.05% +141 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,028 $320K 0.04% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,003 $313K 0.05% new 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,000 $312K 0.3% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 997 $311K <0.01% +137 13F-HR Timeline Group Range Financial Group LLC More: the full row for Range Financial Group LLC 990 $308K 0.12% +112 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 985 $307K 0.01% 0 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 978 $305K <0.01% -635 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 978 $305K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 962 $300K <0.01% +50 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 955 $297K <0.01% new 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 952 $296K 0.01% +238 13F-HR/A Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 942 $293K 0.07% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 941 $293K 0.07% +10 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 932 $290K 0.14% -15 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 930 $290K 0.04% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 925 $288K <0.01% 0 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 924 $288K 0.03% -20 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 920 $287K 0.05% 0 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 920 $287K 0.04% 0 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 917 $286K 0.05% -108 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 915 $285K <0.01% +19 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 908 $283K 0.01% +5 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 908 $283K <0.01% +172 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 905 $282K 0.14% 0 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 903 $281K <0.01% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 903 $281K 0.03% -202 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 900 $280K 0.04% new 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 895 $279K 0.01% +5 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 892 $278K 0.01% +792 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 881 $274K 0.01% -30 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 876 $273K 0.02% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 871 $272K -35 Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 871 $271K 0.01% +5 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 857 $267K 0.02% -61 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 854 $266K <0.01% +49 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 853 $266K 0.05% -3 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 852 $265K 0.2% -84 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 851 $265K 0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 850 $265K 0.03% -1 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 849 $264K <0.01% new 13F-HR Timeline Group WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 837 $261K 0.16% +407 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 835 $260K 0.12% new 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 834 $260K <0.01% -251 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 829 $258K 0.01% -295 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 827 $258K 0.03% 0 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 825 $257K 0.42% new 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 824 $257K 0.1% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 820 $255K 0.1% 0 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 813 $253K 0.14% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 810 $252K 0.01% -67 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 795 $248K <0.01% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 794 $247K 0.02% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 792 $247K 0.1% +1 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 790 $246K <0.01% -151 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 790 $246K 0.61% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 786 $245K 0.1% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 777 $242K 0.11% -28 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 772 $240K 0.01% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 770 $240K 0.02% +43 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 769 $240K 0.05% new 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 766 $239K 0.06% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 764 $239K 0.11% -1 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 765 $237K <0.01% -2,537 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 761 $237K 0.07% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 758 $236K 0.05% +44 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 757 $236K 0.08% 0 13F-HR Timeline Group New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 757 $236K 0.28% -886 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 754 $235K 0.03% +70 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 748 $233K 0.04% -268 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 746 $232K 0.01% +11 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 743 $231K 0.06% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 736 $229K 0.04% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 730 $227K 0.01% -1,572 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 727 $226K 0.01% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 725 $226K 0.06% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 722 $225K 0.01% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 720 $224K 0.14% -4 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 725 $219K 0.07% new 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 700 $218K 0.02% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 700 $218K 0.1% 0 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 701 $218K 0.01% +21 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 699 $218K 0.01% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 699 $218K 0.01% -1,215 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 696 $217K <0.01% -95 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 694 $216K 0.01% new 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 694 $216K 0.02% -96 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 692 $216K 0.02% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 692 $216K 0.07% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 689 $215K 0.03% new 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 688 $214K 0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 687 $214K <0.01% +7 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 699 $212K 0.09% -25 13F-HR Timeline