Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 785 $213K 0.1% new 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 782 $212K 0.07% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 780 $212K 0.01% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 780 $212K 0.02% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 780 $212K 0.07% new 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 779 $211K 0.03% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 777 $211K 0.07% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 775 $210K 0.03% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 774 $210K 0.01% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 771 $209K 0.04% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 712 $209K 0.02% new 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 767 $208K 0.09% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 765 $207K 0.02% -66 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 762 $207K 0.1% new 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 761 $206K 0.06% -35 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 761 $206K 0.01% new 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 760 $206K 0.02% -231 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 756 $205K <0.01% new 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 756 $205K 0.03% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 753 $204K <0.01% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 753 $204K 0.07% new 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 752 $204K 0.03% new 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 751 $204K 0.02% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 751 $204K 0.09% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 750 $203K 0.01% new 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 750 $203K 0.03% new 13F-HR Timeline Mystic Asset Management, Inc. 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Allen Investments, LLC 622 $169K 0.11% -19 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 621 $168K 0.01% -349 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 620 $168K 0.03% -2,076 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 613 $166K 0.16% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 609 $165K 0.05% -1 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 606 $164K 0.05% +1 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 572 $155K 0.07% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 552 $150K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 550 $149K 0.05% +77 13F-HR Timeline WEBSTER BANK, N. A. 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More: the full row for Cape Investment Advisory, Inc. 540 $146K 0.05% +115 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 539 $146K 0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 538 $146K 0.07% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 534 $145K 0.01% -59 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 532 $144K 0.05% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 520 $141K 0.08% 0 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 499 $137K 0.13% 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 504 $137K 0.05% +125 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 504 $137K 0.01% 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 503 $136K 0.17% -18 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 500 $136K 0.04% -35 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 499 $135K 0.03% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 496 $135K 0.01% +259 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 494 $134K 0.03% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 489 $133K 0.01% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 481 $130K 0.04% +98 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 473 $128K 0.03% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 473 $128K 0.19% +56 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 472 $128K 0.02% +66 13F-HR Timeline Pandora Wealth, Inc. 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More: the full row for HAZLETT, BURT & WATSON, INC. 370 $101K 0.03% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 368 $99.8K 0.01% -31 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 314 $99.7K 0.02% +5 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 363 $98.4K 0.07% +1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 355 $96.3K <0.01% 0 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. 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More: the full row for Physician Wealth Advisors, Inc. 290 $78.7K 0.01% +10 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 284 $77.1K 0.02% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 282 $76.5K 0.02% +281 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 251 $75.3K <0.01% +89 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 275 $75K 0.04% +34 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 275 $74.6K 0.02% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 273 $74K 0.01% +13 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 271 $74K 0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 268 $73.4K 0.04% 0 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for Lloyd Advisory Services, LLC. 195 $52.9K 0.02% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 195 $52.9K 0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 194 $52.6K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 192 $52.1K 0.02% +124 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 192 $52K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 188 $51K 0.02% -20 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 180 $48.8K <0.01% +25 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 176 $47.7K 0.02% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 189 $46.4K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 171 $46.4K 0.01% +7 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 170 $46.1K 0.02% +44 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 168 $45.6K 0.01% +123 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 163 $44.2K <0.01% 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 162 $43.9K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 158 $42.9K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 157 $42.6K 0.02% +2 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 156 $42.3K 0.01% -41 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 158 $42K 0.01% -2 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 149 $41.3K <0.01% +76 13F-HR Timeline Westside Investment Management, Inc. 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More: the full row for Nova Wealth Management, Inc. 137 $37.2K 0.03% -25 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 135 $36.6K 0.02% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 134 $36.3K 0.02% +24 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 132 $35.8K 0.01% -5 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 129 $35K 0.04% +49 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 128 $34.7K <0.01% +46 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 123 $33.4K <0.01% +36 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 123 $33.4K 0.01% -1 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 122 $33.1K 0.02% 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 115 $31.2K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 114 $30.9K 0.01% +16 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 111 $30.1K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 110 $29.8K 0.01% +1 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 106 $28.7K 0.02% -1 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 105 $28.5K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 100 $27.1K <0.01% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 100 $27.1K 0.04% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 100 $27.1K 0.02% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 100 $27.1K 0.01% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 100 $27K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 99 $26.8K 0.01% -106 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 98 $26.6K <0.01% -88 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 97 $26.3K 0.02% 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 94 $25.5K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 92 $25K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 92 $24.9K <0.01% new 13F-HR/A Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 91 $24.7K 0.02% +29 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 88 $23.9K 0.02% -311 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 86 $23.3K <0.01% +26 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 82 $22.2K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 68 $22.1K 0.03% 0 13F-HR/A Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 79 $21.4K 0.01% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 79 $21.4K 0.01% 13F-HR Timeline Trust Co More: the full row for Trust Co 75 $20.3K <0.01% -26 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 75 $20.3K 0.01% +50 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 74 $20.1K <0.01% -51 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 73 $19.8K <0.01% +55 13F-HR Timeline Group Birchwood Financial Partners, Inc. 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