Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 399,043 $29.4M 6.74% +19,334 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 388,685 $28.8M 2.62% +218,402 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 389,275 $28.7M 0.45% +269,558 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 388,947 $28.6M 9.57% +1,789 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 385,737 $28.4M 14.8% +43,285 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 383,389 $28.2M 3.92% +12,100 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 382,924 $28.2M 0.78% +40,425 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 382,675 $28.2M 6.85% +6,491 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 380,955 $28.1M 2.39% -26,656 13F-HR Timeline Group Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 380,700 $28M 1.64% -20,000 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 378,907 $27.9M 0.23% -400,819 13F-HR Timeline Group BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 377,904 $27.8M 3.09% +86,840 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 375,658 $27.7M 15.04% +41,500 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 375,214 $27.6M 5.79% +15,598 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 371,207 $27.3M 11.57% +12,685 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 371,006 $27.3M 1.69% +5,013 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 369,109 $27.2M 0.04% +45,630 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 360,158 $26.5M 1.28% +7,890 13F-HR Timeline Group New Jersey Better Educational Savings T… More: the full row for New Jersey Better Educational Savings Trust 354,594 $26.1M 42.87% -18,771 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 353,289 $26M 0.58% +184,345 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 351,667 $25.9M 0.05% -33,614 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 350,377 $25.8M 0.16% +30,285 13F-HR Timeline Karpus Management, Inc. 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More: the full row for Ellevest, Inc. 318,149 $23.4M 3.26% +28,309 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 316,089 $23.3M 0.06% +36,837 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 315,208 $23.2M 0.13% +38,560 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 314,124 $23.1M 9.21% -18,304 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 313,820 $23.1M 2.06% +113,380 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 312,565 $23M 0.26% +33,629 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 312,305 $23M 18.33% +16,700 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 307,025 $22.6M 12.84% +25,302 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 297,408 $21.9M 0.25% +135,333 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 297,401 $21.9M 0.9% +21,103 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 294,841 $21.7M 0.01% -22,224 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 294,602 $21.6M 0.8% +271,665 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 291,378 $21.5M 0.47% +116,097 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 290,664 $21.4M 1.12% +11,085 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 287,876 $21.2M 6.5% +14,241 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 287,051 $21.1M 0.23% +28,813 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 285,353 $21M 0.11% +10,682 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 283,302 $20.9M 1.27% +22,176 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 283,189 $20.9M 4.1% -4,861 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 280,718 $20.7M 4.37% +8,532 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 279,601 $20.6M 0.2% -1,298 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 279,427 $20.6M 0.01% -216,843 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 277,700 $20.4M 0.73% +5,639 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 275,613 $20.3M 6.78% +27,004 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 274,461 $20.2M 0.03% -85,978 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 274,366 $20.2M 5.89% +7,961 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 269,588 $19.9M 0.11% new 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 266,159 $19.6M 0.01% -68,738 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 265,985 $19.6M 1.1% +5,551 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 263,301 $19.4M 0.12% +9,345 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 264,104 $19.3M 0.54% +258,372 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 262,008 $19.3M 10.18% +11,964 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 259,283 $19.1M 7.9% +8,872 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 258,311 $19M 1.8% +25,877 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 255,450 $18.8M 8.21% +8,026 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 254,823 $18.8M 0.04% +111,949 13F-HR Timeline Group TLT Family Holdco ULC More: the full row for TLT Family Holdco ULC 254,300 $18.7M 2.59% +51,200 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 252,934 $18.6M 5.26% +3,558 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 251,636 $18.5M 4.06% +76,034 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 251,302 $18.5M 0.45% +240,350 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 250,614 $18.5M 11.68% +4,290 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 248,875 $18.3M 1.79% +6,085 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 248,397 $18.3M +181,915 Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 246,982 $18.2M 0.22% +9,436 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 246,197 $18.1M 1.62% +25,860 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 244,867 $18M 4.06% +26,374 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 244,835 $18M 1.45% -704 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 244,675 $18M 9.02% +14,794 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 243,170 $17.9M 1.12% +14,624 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 239,899 $17.7M 1.21% +11,263 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 238,187 $17.6M 11.96% +2,062 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 235,125 $17.3M 0.36% +56,369 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 232,217 $17.1M 0.01% +14,901 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 231,983 $17.1M 1.41% +11,647 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 229,976 $16.9M 1.23% -87,505 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 229,712 $16.9M 0.01% +176,094 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 229,411 $16.9M 1.11% +8,488 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 227,791 $16.8M 0.28% +67,314 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 227,100 $16.7M 0.05% +6,940 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 226,278 $16.7M 11.91% +83,934 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 226,192 $16.7M 0.81% -15,551 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 225,615 $16.6M 9.61% +16,347 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 223,152 $16.4M 3.7% +1,409 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 222,713 $16.4M 2.86% -2,297 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 221,140 $16.3M 5.06% +2,887 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 220,627 $16.2M 0.94% +6,750 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 220,500 $16.2M 0.84% -113,384 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 219,005 $16.1M 0.38% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 217,865 $16M 1.56% +26,585 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 836,357 $16M 0.1% +157,833 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 215,827 $15.9M 0.44% -6,853 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 215,189 $15.8M 0.17% +13,430 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 215,097 $15.8M 0.12% +19,990 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 212,986 $15.7M 0.32% +11,276 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 212,200 $15.6M 0.23% +9,772 13F-HR/A Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 210,529 $15.5M 7.58% -7,462 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 210,523 $15.5M 2.02% +9,544 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 210,383 $15.5M 0.41% +25,539 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 208,677 $15.4M 1.57% -2,663 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 207,076 $15.2M 0.02% -81,197 13F-HR Timeline Group Rinkey Investments More: the full row for Rinkey Investments 206,814 $15.2M 3.9% +122,543 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 206,704 $15.2M 0.88% -12,176 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 206,679 $15.2M 4.86% -27,003 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 206,246 $15.2M 0.15% -2,815 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 205,944 $15.2M 1.46% +14,475 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 205,373 $15.1M 1.44% +30,793 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 204,589 $15.1M 5.91% +9,108 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 201,923 $14.9M 1.81% +6,269 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 201,729 $14.9M 8.99% +31,826 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 199,982 $14.7M 0.12% +21,046 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 199,678 $14.7M 0.18% +18,496 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 198,536 $14.6M 6.04% +2,463 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 198,340 $14.6M 1.53% +10,945 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 197,944 $14.6M 6.94% -15,961 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 197,709 $14.6M 7.92% -5,012 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 196,445 $14.5M 4.49% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 196,084 $14.4M 0.02% +2,683 13F-HR Timeline Group Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 195,870 $14.4M 5.49% +16,982 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 195,617 $14.4M 2.29% +2,765 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 191,494 $14.1M 0.22% -338,989 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 191,478 $14.1M 4.42% -358,203 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 191,281 $14.1M 5.61% new 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 191,049 $14.1M 1.84% -22,433 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 189,706 $13.9M -1,057 Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 187,059 $13.8M 1% +40,379 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 185,616 $13.7M 0.63% +56,764 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 185,609 $13.7M 10.18% +28,843 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 185,279 $13.6M 0.04% -11,885 13F-HR/A Timeline Group Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 183,250 $13.5M 7.64% +66,156 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 182,117 $13.5M 0.26% 0 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 180,548 $13.3M 2.32% +28,702 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 178,990 $13.2M 8.03% +10,037 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 178,859 $13.2M 7.75% +13,143 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 178,729 $13.2M 6.54% +23,782 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 178,390 $13.1M 1.94% +8,279 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 177,482 $13.1M 2.09% +5,452 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 176,906 $13.1M 0.29% +1,518 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 176,675 $13M 0.07% +14,312 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 176,599 $13M 0.17% +7,761 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 174,412 $12.8M 2.72% +15,212 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 174,088 $12.8M 1.51% -19,762 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 173,788 $12.8M 0.94% -5,849 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 169,636 $12.5M 0.85% +5,019 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 169,234 $12.5M 7.48% +14,865 13F-HR Timeline Group NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 168,593 $12.4M 10.76% +10,301 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 168,431 $12.4M 0.39% -3,808 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 167,232 $12.3M 5.79% +2,991 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 165,041 $12.2M 0.88% -43,257 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 163,977 $12.1M 0.05% +4,253 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 163,953 $12.1M 0.6% +2,264 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 163,111 $12M 1.16% -24,494 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 162,840 $12M 0.09% +13,279 13F-HR Timeline Group Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 162,691 $12M 9.99% +2,071 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Trust & Banking Corp 161,270 $11.9M 0.03% 0 13F-HR Timeline Group Zeit Capital LLC More: the full row for Zeit Capital LLC 159,520 $11.7M 7.86% +16,940 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 158,620 $11.7M 5.15% 0 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 156,527 $11.5M 4.85% +700 13F-HR Timeline Gibraltar Capital Management, Inc. 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