INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,083 $742K 0.02% +609 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,078 $741K 0.01% -151 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 3,038 $731K 0.13% -5 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,047 $728K 0.04% -1,334 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 3,021 $727K 0.23% +120 13F-HR/A Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,018 $727K 0.21% +944 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 2,984 $718K <0.01% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,960 $713K 0.01% -289 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,951 $710K 0.05% -29 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,942 $708K 0.12% -2,911 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,931 $706K 0.02% -512 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,928 $705K 0.01% +481 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 2,924 $704K 0.03% +1,282 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 2,910 $701K 0.11% +15 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,905 $699K 0.22% -322 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,808 $676K 0.01% -84 13F-HR Timeline Group INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,797 $673K 0.16% -2,027 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,771 $667K 0.01% -62 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,759 $664K 0.01% -4,453 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,751 $662K 0.03% +240 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,733 $658K -5,636 Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,724 $656K 0.01% +1,804 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2,693 $648K <0.01% -28,113 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,684 $646K <0.01% +550 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,658 $640K 0.02% -131 13F-HR/A Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,632 $634K 0.44% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,617 $630K 0.03% -282 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,629 $624K 0.08% +33 13F-HR/A Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,583 $622K <0.01% +845 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,578 $621K 0.03% +136 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,576 $620K 0.01% +251 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,574 $620K 0.02% +526 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,562 $617K 0.02% -1,145 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,485 $616K 0.01% -75,319 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,554 $615K 0.02% -1,634 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,722 $612K 0.12% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,539 $611K 0.15% -28 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,534 $610K 0.01% -195 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 2,522 $607K 0.03% -24,039 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,503 $603K 0.25% -21 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,502 $602K 0.01% +911 13F-HR Timeline Group Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,539 $591K 0.19% +552 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,453 $591K 0.04% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,452 $590K 0.01% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,440 $587K 0.03% +1,017 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,432 $585K 0.24% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,417 $582K 0.02% -46 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,396 $577K 0.01% -722 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 2,387 $575K <0.01% -1,417,513 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,389 $566K 0.01% -54 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,357 $566K 0.45% -719 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,310 $556K 0.01% +883 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,289 $551K 0.01% -55 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 2,280 $549K 0.13% +10 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,275 $548K 0.02% +273 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,253 $542K 0.18% +450 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,217 $534K 0.06% -1,046 13F-HR/A Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,216 $533K <0.01% +15 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,215 $533K <0.01% -336 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,211 $532K 0.07% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,210 $532K 0.31% -110 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,209 $532K 0.02% +438 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,208 $532K 0.01% -1,294 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,178 $524K 0.07% +722 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,177 $524K 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,151 $518K <0.01% -6,822 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,149 $517K 0.03% -2,258 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,210 $515K 0.01% +83 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,122 $511K 0.02% +12 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,113 $509K 0.07% 0 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 2,112 $508K 0.03% -979 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,100 $506K 0.02% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,054 $494K <0.01% +152 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,051 $494K <0.01% -417 13F-HR/A Timeline Group Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 2,018 $486K 0.05% -1,366 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,012 $484K 0.02% -7,269 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,993 $480K 0.01% -242 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,986 $478K 0.05% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,970 $474K 0.06% -476 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,965 $473K 0.04% +1,225 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 1,955 $471K 0.42% +182 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,937 $466K 0.01% +410 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,875 $464K 0.03% +1,041 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,927 $464K <0.01% -29,836 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,918 $462K 0.02% +402 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,913 $461K 0.02% -137 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,896 $456K 0.02% -318 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,893 $456K 0.18% +226 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,889 $455K 0.21% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 1,871 $450K 0.18% -472 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 1,852 $446K 0.11% -165 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,841 $443K 0.02% -1,619 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,833 $441K 0.03% -751 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,822 $439K 0.04% +12 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,817 $437K 0.24% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,815 $437K 0.03% -720 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,808 $435K 0.02% -69 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,803 $434K 0.1% -305 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,798 $433K 0.01% -1,160 13F-HR Timeline NEXPOINT ASSET MANAGEMENT, L.P. in group NEXPOINT ASSET MANAGEMENT, L.… More: the full row for NEXPOINT ASSET MANAGEMENT, L.P. 1,780 $428K 0.04% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,779 $428K 0.01% -66 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 1,778 $428K 0.26% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,759 $423K <0.01% +90 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,759 $423K 0.02% -106 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,753 $422K 0.01% -81 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 1,749 $421K 0.14% 0 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,748 $421K 0.19% -1,052 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,732 $417K 0.03% +52 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,731 $417K 0.04% -1,208 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 1,761 $411K 0.02% -193 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,702 $410K 0.06% -13,798 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,701 $409K 0.01% +1,085 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,692 $407K 0.14% +210 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 1,690 $407K 0.19% -135 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,685 $406K 0.04% -64 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,680 $404K 0.01% -116 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,674 $403K 0.01% -2,593 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,668 $402K 0.02% +250 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,664 $401K 0.01% +154 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,660 $400K 0.01% new 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 1,650 $397K 0.44% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,641 $395K 0.04% +158 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,640 $395K 0.01% -7 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,639 $395K 0.09% -109 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 1,634 $393K <0.01% -40 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,629 $392K 0.03% -50 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,622 $390K <0.01% +160 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,616 $389K 0.15% +146 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,615 $389K <0.01% -50 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,613 $388K 0.06% -5 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,611 $388K 0.05% -33 13F-HR Timeline Group Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 1,600 $385K 0.3% 0 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 1,550 $384K 1% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,587 $382K 0.01% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,571 $378K 0.05% +3 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,567 $377K 0.18% -80 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,567 $377K <0.01% -158 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 1,549 $373K 0.01% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,549 $373K 0.03% -464 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,549 $373K 0.01% -516 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,543 $371K 0.04% +598 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,541 $371K 0.08% +285 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,530 $368K 0.01% -404 13F-HR Timeline Group Finivi Inc. More: the full row for Finivi Inc. 1,516 $365K 0.23% +48 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,509 $363K 0.05% +693 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 1,508 $363K 0.44% -1,369 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 1,500 $361K 0.07% -3,470 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,493 $359K 0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,490 $359K 0.02% -21,615 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,490 $359K 0.01% -11 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,487 $358K 0.01% -4,989 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,486 $358K 0.02% -400 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,479 $356K 0.12% 0 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 1,475 $355K 0.11% -63 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,527 $354K 0.01% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,470 $354K 0.01% -22 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,459 $351K 0.02% -1,495 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 1,458 $351K 0.67% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,452 $350K 0.04% +51 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,445 $348K <0.01% -40 13F-HR Timeline Group OV Management LLC More: the full row for OV Management LLC 1,427 $344K 0.29% -1,061 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,421 $342K 0.07% +5 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,420 $342K <0.01% +343 13F-HR Timeline Group RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 1,400 $337K 0.28% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,397 $336K 0.02% +23 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,387 $334K <0.01% -9,038 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,387 $334K 0.03% -47 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,384 $333K 0.1% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,382 $333K 0.02% -73 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,375 $331K 0.03% -366 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,374 $331K 0.01% -1,106 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,368 $329K 0.17% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,354 $326K 0.01% -21 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,336 $322K 0.01% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,330 $320K 0.03% 0 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,323 $319K 0.17% -948 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,318 $317K 0.11% +137 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 1,311 $316K 0.21% -4 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 1,304 $314K 0.09% -73 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,285 $309K 0.04% new 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 1,276 $307K 0.67% new 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 1,238 $298K 0.13% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,237 $298K 0.02% +994 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,230 $296K 0.01% -95 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,223 $294K 0.04% +329 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,217 $293K 0.01% -1,156 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,212 $292K 0.07% +76 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,211 $292K 0.02% -277 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,202 $289K 0.03% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,202 $289K 0.03% +1,106 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,201 $289K 0.08% +31 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,222 $289K <0.01% -98 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,191 $287K 0.02% -9,608 13F-HR Timeline Group MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,186 $286K 0.03% +155 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,186 $285K <0.01% +13 13F-HR Timeline Group Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,162 $280K 0.05% +26 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,156 $278K 0.04% +40 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,153 $278K <0.01% -188 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,147 $276K 0.21% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,135 $273K 0.13% 0 13F-HR Timeline Group