Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,189 $508K 0.1% +45 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,135 $507K 0.01% -20 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 $507K 0.08% +1 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,126 $503K 0.02% -2,663 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,109 $503K 0.03% +33 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,121 $501K 0.01% -14 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,118 $499K 0.3% -33 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,116 $498K 0.03% +370 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 1,112 $496K 0.12% +8 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,103 $493K 0.03% -159 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 1,100 $491K 0.1% -150 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 1,098 $490K 0.17% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,094 $489K 0.03% +33 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,092 $488K 0.01% +182 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,091 $487K 0.17% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,088 $486K 0.05% -386 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,079 $482K 0.01% -6 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 1,074 $480K 0.33% -101 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,072 $479K 0.02% -361 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,071 $478K 0.11% +64 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,066 $476K 0.05% +370 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,064 $475K 0.09% -37 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 1,064 $475K 0.41% +21 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,062 $474K 0.01% -624 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,053 $470K 0.03% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,050 $469K 0.01% +151 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,049 $468K <0.01% +36 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,046 $467K 0.34% +40 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,056 $463K 0.01% -39 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,022 $456K 0.03% -4 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,022 $456K 0.02% -200 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 1,020 $455K 0.12% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,017 $454K 0.02% -285 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,015 $453K 0.23% +25 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,014 $453K 0.08% new 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,005 $449K 0.02% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,003 $448K 0.01% +533 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 1,000 $447K 0.02% 0 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 998 $446K 0.29% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 996 $445K <0.01% -111 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 995 $444K 0.01% +81 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 919 $443K 0.14% +299 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 991 $443K 0.16% 0 13F-HR Timeline Group Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 991 $443K 0.45% +365 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 979 $437K 0.26% +5 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 970 $433K 0.21% -114 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 969 $433K 0.38% -75 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 966 $431K 0.14% -223 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 965 $431K 0.07% +405 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 962 $430K 0.39% -731 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 959 $428K 0.03% +85 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 957 $427K 0.03% +109 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 955 $426K 0.02% -5,134 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 955 $426K <0.01% -289 13F-HR/A Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 947 $423K 0.02% -923 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 947 $423K 0.03% -269 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 941 $420K 0.04% -6,643 13F-HR Timeline Group VARCOV Co. More: the full row for VARCOV Co. 941 $420K 0.16% new 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 939 $419K 0.16% -1,727 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 938 $419K 0.03% +215 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 934 $417K 0.07% +100 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 930 $415K 0.05% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 930 $415K 0.07% -297 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 930 $415K 0.26% 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 929 $415K 0.01% +30 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 926 $413K 0.02% -12 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 922 $412K 0.01% new 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 919 $410K 0.14% +121 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 919 $410K 0.06% +73 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 913 $408K 0.06% +250 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 910 $407K 0.09% +8 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 908 $405K 0.35% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 907 $405K 0.18% +47 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 905 $404K 0.01% -22 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 902 $403K 0.15% -627 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 927 $403K 0.11% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 900 $402K 0.02% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 900 $402K 0.01% +51 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 900 $402K 0.01% -7 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 899 $401K 0.01% -92 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 899 $401K 0.01% -2,863 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 895 $400K <0.01% -930 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 891 $398K 0.05% +15 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 888 $397K 0.01% +395 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 886 $396K 0.17% -256 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 885 $395K 0.08% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 881 $393K 0.14% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 880 $393K 0.05% -2,247 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 877 $392K 0.25% -75 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 876 $391K 0.18% +59 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 874 $390K 0.03% +94 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 895 $389K 0.02% -353 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 869 $388K 0.02% +87 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 869 $388K 0.04% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 869 $388K 0.04% 0 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 869 $388K 0.05% +191 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 864 $386K 0.05% +41 13F-HR Timeline WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 864 $386K <0.01% -268 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 863 $385K 0.1% -9 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 882 $379K 0.01% +47 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 847 $378K 0.07% -11 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 843 $376K 0.13% -313 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 841 $376K 0.01% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 841 $376K 0.03% 0 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 840 $375K 0.01% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 832 $372K 0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 828 $370K 0.01% +18 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 827 $369K 0.03% 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 827 $369K 0.04% +251 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 817 $365K 0.02% +20 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 812 $363K 0.33% +96 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 809 $362K 0.02% -702 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 808 $361K 0.03% -333 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 801 $358K 0.16% +251 13F-HR/A Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 800 $357K 0.2% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 792 $354K 0.07% +13 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 788 $352K 0.07% -1 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 780 $348K 0.02% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 777 $347K 0.01% +80 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 777 $347K 0.24% +67 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 774 $346K 0.1% +14 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 772 $345K 0.03% +272 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 770 $344K 0.2% -115 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 766 $342K 0.14% 0 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 765 $342K 0.12% +101 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 764 $341K 0.06% -38 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 764 $341K 0.23% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 760 $339K 0.15% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 750 $335K 0.08% 0 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 750 $335K 0.06% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 750 $335K 0.17% -2,471 13F-HR Timeline Group LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 744 $332K 0.04% +262 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 735 $328K 0.03% -267 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 732 $327K 0.05% +65 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 732 $327K 0.01% 0 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 731 $326K 0.11% +200 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 731 $326K 0.01% +70 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 730 $326K 0.01% 0 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 760 $325K 0.12% +5 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 721 $322K 0.02% +121 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 720 $322K 0.37% 0 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 716 $320K 0.08% -686 13F-HR Timeline Group TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 711 $317K 0.05% 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 710 $317K 0.03% -38 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 705 $315K 0.04% +123 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 701 $313K 0.01% +10 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 699 $313K 0.2% -35 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 696 $311K 0.07% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 688 $307K 0.01% -466 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 686 $306K 0.01% -507 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 685 $306K 0.03% -947 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 685 $306K 0.15% -23 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 681 $304K 0.03% +5 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 681 $304K 0.22% -97 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 679 $303K 0.02% +147 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 678 $303K <0.01% +185 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 675 $301K 0.06% +50 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 689 $301K 0.03% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 673 $301K 0.01% -89 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 671 $300K 0.03% -2,344 13F-HR Timeline Group William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 669 $299K 0.17% -13 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 664 $297K 0.01% +23 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 663 $296K <0.01% -77 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 663 $296K 0.17% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 661 $295K 0.11% +2 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 659 $294K 0.01% -1,172 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 657 $293K 0.09% +89 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 657 $293K 0.05% +284 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 656 $293K 0.02% -629 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 655 $292K 0.02% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 654 $292K 0.07% -159 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 650 $290K 0.04% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 648 $289K 0.01% +12 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 646 $288K 0.02% -13 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 645 $288K 0.03% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 646 $288K 0.01% -41 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 644 $288K 0.04% -68 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 636 $284K 0.09% new 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 634 $283K 0.09% 0 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 634 $283K 0.12% -88 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 633 $283K 0.21% 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 636 $282K 0.01% +105 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 629 $281K 0.04% 0 13F-HR Timeline Generate Investment Management Ltd More: the full row for Generate Investment Management Ltd 628 $280K 0.01% -25,706 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 628 $280K 0.23% +149 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 625 $279K 0.13% 0 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 625 $279K 0.29% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 621 $277K <0.01% -32 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 620 $277K 0.01% +27 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 617 $276K 0.02% +25 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 616 $275K <0.01% new 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 616 $275K 0.25% +155 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 615 $275K 0.1% 0 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 614 $274K 0.02% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 613 $274K 0.02% +152 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 612 $273K <0.01% -325 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 612 $273K 0.06% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 612 $273K 0.03% +95 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 615 $273K 0.04% +114 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 611 $273K 0.15% -15 13F-HR Timeline