Atria Investments, Inc More: the full row for Atria Investments, Inc 11,575 $803K 0.01% -2,300 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 11,557 $802K 0.03% -1,800 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 11,443 $794K 0.17% -8,503 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 11,366 $788K 0.01% +7,891 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 11,133 $772K 0.52% +5,744 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 11,070 $768K 0.63% new 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 10,948 $759K <0.01% -2,272 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 10,890 $755K 0.59% +152 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 10,875 $754K 0.03% -305 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 10,859 $753K 0.03% +1,065 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,391 $721K <0.01% +3,510 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 10,105 $701K 0.01% +2,170 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 10,060 $698K 0.1% +848 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 9,971 $692K 0.5% +5,554 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 9,971 $692K <0.01% +5,554 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 9,913 $688K 0.19% -147 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,808 $680K <0.01% +924 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9,727 $675K <0.01% +859 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 9,587 $665K 0.04% +322 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 9,534 $661K 0.09% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,534 $661K <0.01% +1,653 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 9,500 $659K 0.08% -1,250 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 9,472 $657K 0.06% +1,313 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 9,393 $652K 0.02% new 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 9,126 $633K 0.44% -59 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 9,110 $632K 0.14% +3,168 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 8,848 $614K 0.13% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,778 $609K <0.01% +3,989 13F-HR Timeline Group Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 8,772 $609K 0.01% -10,362 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 8,678 $602K <0.01% +954 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 8,613 $597K <0.01% +547 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,593 $596K 0.01% +894 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 8,555 $593K 0.03% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 8,539 $592K 0.01% new 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 8,538 $592K 0.43% -302 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 8,452 $586K 0.22% -667 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,292 $575K 0.01% -2,730 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,185 $558K 0.02% +234 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,042 $558K 0.01% -2,914 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 8,039 $558K 0.11% -12 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 8,027 $557K 0.02% new 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 7,431 $515K 0.03% +2,407 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,356 $510K <0.01% +856 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 7,344 $509K <0.01% -1,287 13F-HR Timeline Group Jain Global LLC More: the full row for Jain Global LLC 7,307 $507K 0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,051 $489K 0.06% +2,910 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,900 $479K <0.01% -1,258 13F-HR/A Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 6,875 $477K 0.07% +902 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 6,792 $471K <0.01% -2,332,013 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 6,767 $469K <0.01% +858 13F-HR/A Timeline Group Kennondale Capital Management LLC More: the full row for Kennondale Capital Management LLC 6,643 $461K 0.33% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,626 $460K 0.01% +708 13F-HR/A Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 6,618 $459K <0.01% +2,075 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 6,562 $456K 0.21% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,423 $446K <0.01% +1,151 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,386 $443K <0.01% -1,754 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 6,239 $433K 0.43% -1,125 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 6,022 $418K 0.15% +2,693 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,961 $414K 0.01% -562 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,858 $406K <0.01% +1,046 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 5,817 $404K 0.01% -44 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5,678 $394K <0.01% +34 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 5,674 $394K 0.14% +25 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,648 $392K 0.01% +112 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,642 $391K 0.21% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,616 $389K <0.01% +3,326 13F-HR Timeline Group Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 5,573 $387K 0.09% new 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 5,500 $382K <0.01% 0 13F-HR Timeline Group Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 5,500 $382K 0.08% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,499 $381K 0.01% -96 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,490 $381K 0.01% +1,111 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,439 $377K 0.01% -39 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 5,437 $377K 0.19% -798 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 5,400 $375K 0.01% new 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,347 $371K 0.01% +122 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,333 $370K <0.01% -14,281 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 5,257 $365K <0.01% +82 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,156 $358K 0.06% -795 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,908 $355K 0.02% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,099 $354K 0.09% +1,219 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,082 $353K 0.02% +86 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 5,022 $348K 0.16% -284 13F-HR Timeline AMERICAN ASSETS INC in group American Assets Investment Ma… More: the full row for AMERICAN ASSETS INC 5,000 $347K 0.12% 0 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,889 $339K 0.06% +1,019 13F-HR Timeline Group Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 4,862 $337K 0.05% -2,830 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,856 $337K 0.04% +58 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 4,850 $336K 0.19% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,756 $330K 0.02% -12 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 4,677 $324K 0.14% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,505 $319K <0.01% +1,093 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,581 $318K 0.05% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,514 $313K 0.03% -830 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,485 $311K 0.16% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,462 $310K 0.01% +1,508 13F-HR/A Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,449 $309K <0.01% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,421 $307K 0.02% +440 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,412 $306K 0.12% 13F-HR/A Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 4,406 $306K 0.02% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,364 $303K 0.02% +935 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,249 $295K 0.01% -274 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,247 $295K 0.05% +1,113 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,234 $294K 0.08% new 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 4,157 $288K <0.01% +2,413 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,121 $286K 0.02% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,030 $280K 0.02% +677 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,024 $279K <0.01% +39 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 4,018 $279K 0.01% -7,150 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,010 $278K 0.04% +124 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,920 $272K 0.06% +160 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,918 $272K 0.01% -54 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,822 $265K 0.04% -4,321 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 3,797 $263K 0.21% -145 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,794 $263K 0.02% -15 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,763 $261K <0.01% -567 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,723 $258K <0.01% new 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,709 $257K <0.01% -1,045 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,707 $257K <0.01% +442 13F-HR Timeline Group AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 3,634 $252K 0.06% -1,780 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,690 $252K 0.04% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,622 $251K 0.01% -1,444 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 3,615 $251K 0.04% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,615 $251K 0.04% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,590 $249K <0.01% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,522 $244K 0.04% +370 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,488 $242K 0.1% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,477 $241K 0.01% new 13F-HR/A Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,472 $241K 0.11% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,440 $239K 0.01% +904 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,438 $238K 0.01% -134 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,416 $237K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,313 $237K 0.01% +226 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,370 $234K 0.04% +207 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,903 $233K 0.01% new 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,350 $232K 0.02% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,349 $232K 0.02% -9,088 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 3,290 $228K 0.02% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,276 $227K <0.01% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,270 $227K 0.01% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,226 $224K 0.02% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,206 $222K 0.02% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,190 $221K <0.01% -191 13F-HR/A Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,163 $219K 0.04% -36 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,150 $219K 0.11% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,127 $217K <0.01% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,115 $216K 0.01% -24 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,109 $216K <0.01% +1,687 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,103 $215K 0.02% -1,590 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,073 $213K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,072 $212K 0.07% -576 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,033 $210K 0.01% new 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,018 $209K 0.03% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,951 $205K 0.01% -312 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,929 $203K <0.01% new 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 2,919 $202K 0.03% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,917 $202K <0.01% -1,121 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,900 $201K 0.04% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,894 $201K 0.01% +360 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,892 $201K 0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,745 $190K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,470 $171K <0.01% -33 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 2,335 $162K <0.01% -3,860 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,178 $151K 0.01% +31 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,059 $143K <0.01% -507 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,050 $142K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,886 $131K <0.01% +98 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,790 $124K <0.01% +255 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,689 $117K 0.07% -4 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,669 $116K 0.02% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,655 $115K 0.02% 0 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,619 $112K 0.05% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,532 $106K 0.02% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,502 $104K <0.01% +418 13F-HR Timeline Group Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 1,501 $104K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,458 $101K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,445 $100K <0.01% new 13F-HR Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 1,252 $87K 0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,250 $86.7K 0.03% 0 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 1,238 $85.9K <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,203 $83.5K 0.05% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,079 $74.8K 0.05% -5 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,050 $72.8K 0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,043 $72.4K <0.01% -31 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 1,043 $72.4K 0.04% -523 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 1,042 $72.3K 0.05% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,036 $71.9K <0.01% -6 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,029 $71.4K <0.01% +164 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 990 $70.6K 0.01% +519 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,016 $70.5K 0.01% +16 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 950 $65.9K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 888 $61.6K 0.01% -2 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 817 $57.7K 0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 820 $56.9K 0.02% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 800 $55.5K <0.01% -1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hara Capital LLC More: the full row for Hara Capital LLC 745 $51.7K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 669 $46.4K <0.01% -147 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 663 $46K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 663 $46K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 574 $39.8K <0.01% +126 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 514 $35.6K <0.01% +150 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 504 $35K <0.01% +231 13F-HR Timeline