Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 7,668 $1.08M <0.01% new 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 7,664 $1.08M 0.12% -691 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 7,496 $1.08M 0.16% +3,614 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 7,497 $1.06M 0.05% +1,553 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,456 $1.05M 0.12% +320 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 7,431 $1.05M 0.25% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,343 $1.04M 0.03% +5 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 7,157 $1.03M 0.01% -36 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 7,226 $1.02M 0.56% -46 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 7,217 $1.02M +1,156 Timeline TIAA group of 2 filers holding More: the full row for TIAA 7,996 $1.02M +5,051 Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,205 $1.02M 0.07% +4,560 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 7,155 $1.01M 0.09% +230 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,091 $1M 0.02% +2,275 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,015 $993K 0.01% +23 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,959 $985K <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 6,895 $976K 0.04% 0 13F-HR Timeline Group Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 6,881 $974K 0.25% -4 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 6,802 $962K 0.09% -14 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,715 $950K 0.06% +59 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,619 $937K 0.07% -12 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 6,609 $935K <0.01% 0 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 6,330 $926K 0.19% -106 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,545 $926K 0.01% +1,048 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6,490 $918K 0.22% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 6,413 $907K 0.02% +139 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 6,378 $902K 0.01% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 6,362 $900K 0.06% -1,230 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 6,336 $896K 0.23% -185 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,276 $888K 0.02% +250 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 6,235 $882K 0.54% 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 6,016 $872K 0.49% 0 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 6,079 $860K 0.11% +573 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 6,068 $859K 0.37% +448 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,056 $857K 0.3% +5,626 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 5,942 $841K 0.46% +425 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 5,931 $839K 0.22% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,919 $837K 0.02% +210 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 5,915 $837K 0.8% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,911 $836K 0.01% -605 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 5,858 $829K 0.13% +142 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,845 $827K 0.05% new 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 5,839 $826K 0.53% +2,553 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,828 $825K 0.03% 0 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 5,800 $821K 0.47% +1,800 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,585 $811K 0.02% +1 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,681 $804K 0.01% 13F-HR/A Timeline Group PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 5,640 $798K 0.13% +220 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 5,552 $786K 0.02% +346 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,550 $785K 0.02% +800 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 5,535 $783K 0.06% +4,314 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,497 $783K 0.05% -174 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 5,358 $781K 0.87% 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 5,501 $778K 0.53% 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 5,457 $772K 0.08% +9 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 5,434 $769K 0.02% -39 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 5,427 $768K 0.14% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,366 $759K 0.04% 0 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 5,259 $744K 0.64% 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 5,212 $737K 0.12% 0 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 5,179 $733K 0.1% +1,044 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,178 $733K 0.01% -378 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 5,113 $723K 0.08% new 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 5,113 $723K 0.13% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 5,085 $719K 0.25% new 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 5,044 $714K 0.19% 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,971 $703K 0.04% -45 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 4,970 $703K 0.38% -237 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,945 $700K 0.01% +1,522 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 4,891 $692K 0.03% 0 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 4,894 $692K 0.02% +200 13F-HR Timeline Group Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 4,807 $680K 0.02% 0 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,754 $673K 0 Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 4,750 $672K 0.2% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,715 $667K 0.04% +144 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 4,685 $663K 0.31% -40 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,675 $661K 0.03% -44 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,662 $660K 0.02% -38 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 4,650 $658K 0.41% +41 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,638 $656K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 4,614 $653K 0.07% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 4,605 $652K 0.2% -112 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,581 $648K 0.04% +2,321 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 4,575 $647K 0.16% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,514 $639K 0.04% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,450 $630K 0.02% +9 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,313 $624K 0.08% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,384 $620K 0.06% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,381 $620K 0.02% +117 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 4,342 $614K 0.44% +517 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 4,337 $614K 0.03% 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 4,322 $612K 0.16% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 4,314 $610K 0.16% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 4,229 $598K 0.09% -20 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 4,208 $595K 0.4% -31 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,200 $594K 0.02% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 4,128 $584K 0.16% +3,044 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,125 $584K 0.04% +75 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,084 $578K 0.07% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,081 $577K 0.04% -25 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 4,061 $575K 0.09% -245 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,040 $572K 0.02% -36 13F-HR Timeline BCI SECURITIES, INC. More: the full row for BCI SECURITIES, INC. 4,032 $570K 4.93% 13F-HR Timeline American Trust More: the full row for American Trust 4,022 $569K 0.05% +12 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 4,007 $567K <0.01% +586 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,956 $560K 0.02% +156 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,950 $559K 0.01% 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 3,909 $553K <0.01% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,839 $551K 0.01% +123 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,892 $551K 0.01% 0 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 3,863 $547K 0.28% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,842 $544K 0.04% +729 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,829 $542K 0.01% new 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,800 $538K 0.06% -29 13F-HR/A Timeline Group ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 3,763 $532K 0.16% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,744 $530K 0.01% 0 13F-HR Timeline Group Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,742 $529K 0.34% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,720 $526K 0.01% +731 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,690 $522K 0.01% +1,178 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,683 $521K 0.04% 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 3,675 $520K 0.1% new 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,653 $517K 0.03% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,650 $516K 0.12% -400 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,619 $515K <0.01% new 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,618 $512K 0.06% +8 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,454 $505K 0.01% +62 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 3,555 $503K 0.34% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,550 $502K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,518 $498K 0.01% -2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Balentine LLC More: the full row for Balentine LLC 3,497 $495K 0.02% -1,527 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,486 $493K 0.01% +1 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,456 $489K 0.09% 0 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 3,447 $488K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,432 $486K <0.01% +991 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,409 $482K <0.01% +89 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 3,361 $476K 0.17% -332 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,284 $465K 0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,280 $464K 0.04% +41 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 3,275 $463K 0.38% -644 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 3,253 $460K 0.06% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,235 $458K 0.02% +1 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,234 $458K 0.06% -756 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,231 $457K 0.01% -32 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 3,197 $452K 0.18% +476 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,194 $452K 0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,186 $451K 0.01% -3,011 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,179 $450K 0.05% -69 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 3,132 $443K 0.07% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 3,096 $438K 0.01% 0 13F-HR Timeline Group FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 3,083 $436K 0.06% 0 13F-HR Timeline Group Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 3,000 $424K 0.1% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,979 $422K 0.11% -40 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,966 $420K 0.01% +96 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,951 $418K <0.01% -48,988 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 2,903 $411K 0.16% -20 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,900 $410K 0.04% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,896 $410K <0.01% -35 13F-HR/A Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,887 $408K <0.01% 0 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,882 $408K 0.04% -269 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 2,874 $407K 0.16% +324 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 2,852 $404K 0.18% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,840 $402K 0.02% +42 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,837 $401K 0.12% -129 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,783 $394K 0.11% +20 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 2,768 $392K <0.01% -304 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 2,753 $390K 0.34% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,726 $386K 0.04% 0 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 2,719 $385K 0.27% +774 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,717 $384K 0.04% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,717 $384K 0.02% -627 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,703 $382K 0.04% -147 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,697 $382K <0.01% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,694 $381K 0.03% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,686 $380K 0.01% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,670 $378K 0.13% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,662 $377K <0.01% +405 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,620 $371K 0.13% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,595 $367K 0.06% -25 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 2,587 $366K 0.07% -243 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,569 $364K 0.01% -339 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,521 $363K 0.02% +2 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 2,488 $352K 0.13% 0 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 2,420 $342K 0.19% +21 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 2,417 $342K 0.1% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,412 $341K 0.06% +187 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 2,388 $338K 0.04% +483 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,372 $336K 0.02% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,362 $334K 0.01% 0 13F-HR Timeline Group Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 2,360 $334K 0.12% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,351 $333K 0.03% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,349 $332K <0.01% 0 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 2,339 $331K 0.17% -63 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,298 $325K 0.11% new 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 2,290 $324K <0.01% 0 13F-HR Timeline Group Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 2,283 $323K 0.18% -30 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 2,280 $323K 0.09% +346 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,262 $320K 0.07% -36 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,257 $319K 0.01% 0 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 2,232 $316K 0.06% +223 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,220 $314K 0.01% 0 13F-HR Timeline