Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,366 $290K 0.03% +578 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,346 $287K <0.01% -1,069 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,332 $285K 0.04% -32,616 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,306 $282K 0.09% -23 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 2,300 $282K 0.25% +100 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 2,279 $279K 0.06% -34 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,266 $277K 0.01% -16,329 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,498 $276K 0.11% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,249 $275K <0.01% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,220 $272K 0.02% -1,500 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,194 $269K <0.01% -304 13F-HR Timeline Group Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 2,182 $267K 0.01% -394 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,147 $263K 0.01% -354 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,124 $260K 0.01% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,112 $259K 0.02% -203 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,105 $258K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,103 $257K <0.01% -554 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,099 $257K 0.01% +588 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,094 $256K 0.01% +256 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 2,093 $256K 0.02% -2,919 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,071 $254K 0.02% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,476 $252K <0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,050 $251K 0.01% +268 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,050 $251K 0.17% -412 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,041 $250K <0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,038 $249K 0.03% +274 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,025 $248K <0.01% -588 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 2,022 $248K 0.23% +5 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 2,000 $245K 0.1% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,997 $244K 0.06% +278 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,988 $243K 0.15% -829 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,973 $241K 0.03% -88 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,960 $240K <0.01% +277 13F-HR/A Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,960 $240K <0.01% -59 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,960 $240K 0.02% +104 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,921 $235K 0.05% new 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 1,915 $234K 0.06% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,907 $233K 0.01% +203 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,885 $232K 0.01% -208 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,889 $231K 0.01% -86 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,868 $229K 0.01% +52 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 1,863 $228K 0.06% +8 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,858 $227K 0.06% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,823 $223K <0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,825 $223K 0.02% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,821 $223K <0.01% -341 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,797 $220K 0.01% -241 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,794 $220K <0.01% -1,036 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,790 $219K 0.12% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,764 $216K 0.01% -729 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,738 $211K 0.03% -468 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,704 $209K 0.03% +27 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,702 $208K <0.01% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,700 $208K 0.01% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,698 $208K 0.04% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,683 $206K 0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,675 $205K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,654 $202K 0.02% -7,019 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 1,600 $202K 0.14% 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,587 $194K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,553 $192K 0.01% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,453 $178K 0.01% +346 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,327 $162K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,290 $158K <0.01% -421 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,265 $155K 0.1% +33 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 1,262 $154K 0.07% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,228 $149K <0.01% -5 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 1,215 $149K 0.01% +39 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,197 $147K <0.01% -203 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,113 $136K <0.01% -191 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,109 $136K <0.01% +34 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,106 $135K <0.01% -110 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,062 $130K 0.04% +149 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,034 $127K 0.05% -1,402 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,004 $123K <0.01% +96 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 1,000 $122K 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 974 $119K <0.01% +90 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 946 $116K <0.01% new 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 904 $111K 0.01% -80 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 868 $106K 0.04% +862 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 822 $101K 0.04% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 800 $97.9K 0.06% -40 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 784 $96K <0.01% -253 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 700 $85.7K 0.01% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 595 $72.8K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 594 $72.7K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 591 $72.4K <0.01% +123 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 584 $71.5K 0.01% -118 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 555 $67.9K 0.04% -40 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 555 $67.9K <0.01% -18 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 548 $67.1K <0.01% +391 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 538 $65.9K <0.01% +91 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 538 $65.9K 0.03% +410 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 514 $63K 0.04% -3,247 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 470 $57.5K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 465 $57K <0.01% +165 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 465 $56.9K <0.01% -208 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 464 $56.8K 0.02% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 509 $56.3K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 453 $55.5K 0.01% -337 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 437 $53.5K 0.01% -97 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 407 $49.9K <0.01% -53 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 407 $49.8K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 402 $49.2K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 400 $49K <0.01% +50 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 395 $48.4K 0.01% +362 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 400 $48K 0.02% -275 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 380 $47K <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 375 $45.9K 0.01% -193 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 370 $45.3K <0.01% +68 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 364 $44.6K 0.01% +246 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 31 $43.3K <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 345 $42.2K <0.01% -3,183 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 306 $37.5K 0.01% +110 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 298 $36.5K <0.01% -47 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 288 $35.3K <0.01% new 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 287 $35.1K <0.01% -293 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 281 $34.4K 0.01% -36 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 278 $34K <0.01% -117 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 277 $33.9K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. 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WEALTH MANAGEMENT LLC 135 $16.5K <0.01% -481 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 134 $16.4K <0.01% +111 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 134 $16.4K 0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 131 $16K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 128 $15.7K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. 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More: the full row for Community Bank, N.A. 97 $11.9K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 96 $11.8K <0.01% -241 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 95 $11.6K <0.01% new 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 91 $11.1K <0.01% +27 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 93 $11K <0.01% -11 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 87 $10.7K <0.01% -8 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 87 $10.7K 0.01% +38 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 86 $10.5K <0.01% -1 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 85 $10.4K 0.01% +81 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 85 $10.4K <0.01% -118 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 83 $10.2K <0.01% +23 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 83 $10.2K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 82 $10K <0.01% -75 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 79 $9.67K 0.01% +1 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 50 $9.65K 0.01% -144 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 78 $9.55K <0.01% +34 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 75 $9.18K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 75 $9.18K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 73 $8.94K <0.01% +65 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 69 $8.45K <0.01% +6 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 69 $8K <0.01% +17 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 65 $7.96K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 63 $7.71K <0.01% +45 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 62 $7.59K <0.01% -9 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 62 $7.59K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 61 $7.47K <0.01% +54 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 59 $7.22K <0.01% +29 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 56 $6.86K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 53 $6.49K <0.01% +35 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 52 $6.37K <0.01% new 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 39 $6.29K <0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 50 $6.12K <0.01% -425 13F-HR Timeline Blume Capital Management, Inc. 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