MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,150 $842K 0.02% +328 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 2,144 $840K 0.35% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,137 $837K 0.4% +91 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,133 $835K 0.01% -65 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 2,124 $832K 0.16% 0 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 2,122 $831K 0.36% -986 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,118 $829K 0.04% +246 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,106 $825K 0.01% -22 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 2,100 $822K 0.44% +900 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,987 $820K 0.13% -32 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,088 $818K 0.08% +207 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,083 $816K 0.19% -3,525 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,082 $815K 0.11% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,077 $813K 0.13% +342 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,068 $810K 0.13% -14 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,057 $806K 0.01% +787 13F-HR Timeline Group Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,056 $805K 0.23% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,023 $792K 0.06% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,019 $791K 0.06% -3,336 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,013 $788K 0.05% -1,022 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,010 $787K 0.03% new 13F-HR/A Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,009 $787K 0.15% +9 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,008 $786K 0.05% +603 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,002 $784K 0.1% -74 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,000 $783K 0.18% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,967 $770K 0.16% +6 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,963 $769K 0.02% -4,179 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,961 $768K 0.11% +122 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,960 $768K 0.01% +88 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,952 $764K 0.09% +900 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,941 $760K 0.03% -44 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,852 $757K 0.02% +151 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,918 $751K 0.03% +142 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,907 $747K 0.09% +784 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,905 $746K 0.09% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,890 $740K 0.01% -453 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,887 $739K 0.02% 0 13F-HR Timeline Atle Fund Management AB More: the full row for Atle Fund Management AB 17,766 $739K 2.74% -6,562 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,880 $736K 0.03% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,876 $735K 0.04% +168 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,874 $734K 0.09% -142 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,871 $733K 0.23% -737 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,866 $731K 0.04% -33 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,846 $723K <0.01% -281 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,838 $720K 0.01% -465 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,818 $712K 0.05% 0 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 1,814 $710K 0.05% -2 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,808 $708K 0.05% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,806 $707K 0.22% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,806 $707K 0.02% +52 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,797 $704K 0.15% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,792 $702K 0.03% -304 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,791 $701K 0.02% -2,327 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 1,789 $701K 0.08% +65 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,772 $694K <0.01% -696 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,768 $692K 0.34% -463 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,764 $691K 0.03% -43 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,764 $691K 0.08% +455 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,757 $688K 0.08% -9 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 1,757 $688K 0.23% new 13F-HR Timeline Group GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,630 $687K 0.18% -313 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,743 $683K 0.01% -228 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,736 $680K 0.15% +8 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,727 $676K 0.12% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,718 $673K 0.1% -828 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 1,701 $666K 0.15% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,594 $665K 0.18% -1,983 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,690 $662K 0.09% -145 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,685 $660K 0.05% +1,352 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,680 $658K 0.28% new 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 1,675 $656K 0.01% -377 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,672 $654K 0.09% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,659 $650K 0.09% +280 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,650 $646K 0.07% -124 13F-HR/A Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,648 $645K 0.23% +34 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,643 $643K 0.01% -230 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,642 $643K 0.02% +89 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,640 $642K 0.01% +37 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,639 $642K 0.01% +616 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 1,634 $640K 0.05% +8 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,632 $639K 0.19% -42 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,632 $639K 0.02% -648 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,611 $630K 0.01% +15 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,605 $629K 0.02% +5 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,603 $627K 0.01% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,596 $625K 0.22% -196 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,590 $623K 0.03% -30 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,589 $622K 0.04% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,580 $619K <0.01% -5 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 1,575 $617K 0.07% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,572 $616K 0.37% -50 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,526 $615K 0.01% -294 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,570 $615K 0.09% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,565 $613K 0.19% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,564 $613K 0.18% +80 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 1,561 $612K 0.05% -193 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,552 $608K 0.01% +226 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,551 $607K 0.22% -184 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,550 $607K 0.32% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,549 $607K 0.07% +108 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,546 $605K 0.06% -193 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,544 $605K 0.02% 0 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,542 $604K 0.02% -5 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 1,535 $601K 0.28% +475 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,531 $600K 0.05% new 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,530 $599K +54 Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 1,526 $598K 0.24% +23 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,522 $596K 0.02% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,513 $593K 0.03% +743 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,505 $589K 0.03% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,503 $589K 0.13% +503 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,500 $587K 0.02% -60 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,494 $585K 0.01% -121 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 1,452 $584K -250 Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,487 $582K 0.01% -97 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,485 $582K 0.27% -235 13F-HR Timeline Group RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,468 $575K 0.02% -51 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,464 $573K 0.03% -94 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,461 $572K 0.04% -333 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,461 $572K 0.07% -37 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,451 $568K 0.08% -14 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,450 $568K 0.12% +201 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,446 $566K 0.01% -42 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,442 $565K 0.14% +26 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,439 $564K 0.17% -57 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,431 $560K 0.01% +178 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,366 $560K 0.01% -14 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,328 $558K 0.05% -57 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,419 $556K 0.03% +512 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,404 $550K 0.07% -375 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,380 $540K 0.06% +512 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,375 $539K 0.04% +269 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,373 $538K 0.23% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,372 $537K 0.1% -404 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,371 $537K 0.03% -46 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 1,359 $532K 1.04% -500 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,350 $529K 0.03% +9 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 1,348 $528K 0.37% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,339 $524K 0.01% -23 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,339 $524K 0.04% +39 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,337 $524K 0.06% new 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 1,330 $521K 0.06% +90 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,323 $518K 0.14% -18 13F-HR Timeline Group American Trust More: the full row for American Trust 1,322 $518K 0.04% +11 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,307 $512K 0.21% +16 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,257 $507K 0.03% +3 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,292 $506K 0.04% -33 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,281 $502K 0.28% -514 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,279 $501K 0.03% +21 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,276 $500K 0.14% 0 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,271 $498K 0.15% 0 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,263 $495K 0.04% -60 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,259 $493K 0.05% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,257 $492K 0.02% +65 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,253 $491K 0.06% -160 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,250 $490K 0.28% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,250 $490K 0.1% new 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,248 $489K 0.01% +28 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 1,244 $487K <0.01% -7 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,179 $486K 0.06% +135 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 1,237 $484K 0.35% -3 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,235 $484K 0.03% -250 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,234 $483K 0.12% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,232 $482K 0.13% -30 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,225 $480K 0.01% +144 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,216 $476K 0.11% -217 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,213 $475K 0.15% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,191 $466K 0.01% -155 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,189 $466K 0.11% -805 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,179 $462K 0.14% -595 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,179 $462K 0.08% +42 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,178 $461K 0.04% -279 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,177 $461K <0.01% -69 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,166 $456K 0.01% +105 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,154 $452K 0.27% +9 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,153 $452K 0.04% -321 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,147 $449K 0.04% -133 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,145 $448K 0.22% -3 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,143 $448K 0.03% -100 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,069 $445K 0.03% -28 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,135 $444K 0.07% -67 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,134 $444K 0.01% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,131 $443K 0.03% -157 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,115 $437K 0.09% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,114 $436K 0.05% -56 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,110 $435K 0.05% -4,158 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,109 $434K 0.03% -4 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 1,106 $433K 0.04% new 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,091 $427K 0.14% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 957 $426K 0.04% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,007 $425K 0.01% -117 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,075 $421K 0.32% -141 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,072 $420K 0.22% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,070 $419K 0.01% -186 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 1,051 $411K 0.1% +336 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,051 $411K 0.03% -1 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 1,048 $410K 0.1% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,045 $409K 0.08% +226 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,045 $409K 0.02% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,042 $408K 0.02% +56 13F-HR Timeline