TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,039 $765K 0.05% +179 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,035 $764K 0.04% +126 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,051 $761K 0.01% -10 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,009 $754K 0.02% +23 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,008 $754K 0.02% -3,207 13F-HR Timeline Group KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 2,001 $751K 0.12% -11 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,986 $745K 0.1% +41 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 1,984 $745K 0.12% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 1,975 $741K 0.12% +23 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 1,974 $741K 0.12% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,966 $738K 0.1% +289 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,966 $738K 0.05% +3 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,960 $735K 0.13% -23 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,957 $735K 0.01% -752 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,956 $734K 0.08% +82 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,945 $730K 0.29% 0 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,954 $728K 0.04% +239 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,940 $728K 0.01% -1,803 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,938 $727K 0.04% +211 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,933 $725K 0.07% +310 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,923 $721K 0.04% +35 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 1,921 $721K 0.07% +6 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,915 $720K 0.03% 0 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 1,917 $719K 0.33% -1,351 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,907 $716K 0.06% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,904 $715K 0.14% +181 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 100 $712K 0.11% new 13F-HR/A Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,894 $711K 0.02% -463 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,880 $706K 0.19% +21 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,864 $700K 0.01% +341 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,860 $698K 0.06% -879 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,830 $687K 0.06% +131 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,830 $687K 0.11% 0 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 1,827 $686K 0.32% +215 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,821 $683K <0.01% -456 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,813 $680K 0.06% +9 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,807 $678K 0.01% +143 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,796 $674K 0.02% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,791 $672K 0.08% +280 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,789 $671K 0.32% +276 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,783 $669K 0.02% -113 13F-HR Timeline Group Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,782 $669K 0.21% -254 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,774 $666K <0.01% new 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,769 $664K 0.17% -74 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 1,765 $662K 0.05% -12 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,761 $661K 0.04% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,759 $660K 0.09% -285 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,747 $656K 0.01% -85 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,746 $655K 0.16% -2 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,737 $652K <0.01% +403 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,737 $652K 0.16% -149 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,737 $652K <0.01% -16,448 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,731 $650K 0.21% +5 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 1,711 $642K 0.28% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,697 $637K 0.12% +42 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,695 $636K 0.01% +350 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,692 $635K 0.09% new 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 1,683 $632K 0.16% +18 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,679 $630K 0.01% -903 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 1,677 $629K 0.08% -121 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,670 $627K <0.01% +186 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,670 $627K 0.09% -524 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 1,647 $618K 0.04% -30,346 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,646 $618K 0.06% +203 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,639 $615K 0.23% -131 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,639 $615K 0.01% -79 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,635 $614K 0.01% -215 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,629 $612K 0.08% -727 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,603 $602K 0.04% -2,289 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 1,588 $596K <0.01% +1,148 13F-HR Timeline Group Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,582 $594K 0.27% +11 13F-HR/A Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,574 $591K 0.03% +25 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,573 $590K 0.06% +106 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 1,563 $587K 0.15% -209 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,560 $586K 0.02% -240 13F-HR Timeline Group FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 1,561 $586K <0.01% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,558 $585K 0.03% 0 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 1,549 $581K 0.25% +370 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 1,540 $578K new Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,540 $578K 0.02% -239 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,538 $577K 0.02% +205 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,534 $576K 0.28% +102 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,529 $574K 0.03% +15 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,514 $568K 0.19% +525 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,511 $567K 0.41% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,509 $566K 0.08% +15 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,491 $560K 0.02% +275 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,488 $558K 0.03% -84 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,485 $557K 0.17% -2 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,485 $557K 0.03% +78 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,472 $552K 0.07% -599 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 1,465 $550K 0.15% -107 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,463 $549K 0.01% +65 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,463 $549K 0.05% +338 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 1,461 $548K -813 Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,455 $546K 0.07% +129 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,447 $543K 0.01% -5,120 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,433 $538K 0.03% +96 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,431 $537K 0.02% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,416 $531K 0.02% +231 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,412 $530K 0.23% +633 13F-HR Timeline Metatron Capital SICAV plc - Metatron L… More: the full row for Metatron Capital SICAV plc - Metatron Long Term Equity Fund 1,400 $525K 0.26% 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,399 $525K 0.17% +23 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,390 $522K 0.03% +411 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,384 $519K <0.01% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,383 $519K 0.03% +246 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,382 $519K 0.01% -59 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,376 $517K 0.03% +424 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,374 $516K 0.18% -340 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,371 $515K 0.04% +245 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,378 $512K 0.08% +119 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,356 $509K 0.03% new 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,356 $509K 0.01% -26 13F-HR Timeline JLB & ASSOCIATES INC More: the full row for JLB & ASSOCIATES INC 1,351 $507K 0.07% +370 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,341 $504K 0.02% -28 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 1,328 $498K 0.01% +226 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,326 $498K 0.04% -6 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 1,324 $497K 0.07% -145 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,318 $495K 0.15% +100 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,311 $492K 0.08% +169 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 1,312 $492K 0.35% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,309 $491K 0.05% +346 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,309 $491K 0.01% +219 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 1,762 $490K 0.16% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,301 $488K 0.01% +334 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,298 $487K 0.06% +126 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,291 $487K 0.13% -25 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,296 $486K 0.11% +6 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,296 $486K 0.01% +33 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,295 $486K <0.01% -55 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,294 $486K 0.01% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,287 $483K 0.05% +119 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,283 $482K 0.12% new 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,463 $477K 0.17% -25 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,271 $477K 0.01% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,260 $473K 0.03% +227 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,260 $473K 0.06% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,257 $472K 0.04% 0 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 1,254 $471K 0.36% +34 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,253 $470K 0.03% -202 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 1,250 $469K 0.06% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,244 $467K 0.01% 0 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 1,242 $466K 0.08% +57 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,239 $465K 0.04% +13 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,213 $455K 0.06% +90 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,196 $449K 0.05% +1 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,192 $447K 0.1% new 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 1,179 $443K 0.01% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,170 $439K 0.08% +45 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,164 $437K 0.03% +16 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,163 $436K 0.03% +213 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,163 $436K 0.01% -26 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,158 $435K 0.01% +6 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 1,150 $432K 0.05% 0 13F-HR Timeline Group Clarendon Private LLC More: the full row for Clarendon Private LLC 1,148 $431K 0.28% +63 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 1,147 $430K 0.01% +5 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,142 $429K 0.12% -1,019 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,142 $428K 0.02% -122 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,136 $426K 0.02% -203 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,136 $426K 0.12% +229 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,135 $426K 0.09% -16 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,128 $423K 0.05% -51 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,126 $423K 0.01% -24 13F-HR Timeline Group Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,124 $422K <0.01% -24,312 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,116 $419K 0.01% +138 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,113 $418K <0.01% +309 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 1,113 $418K 0.07% +94 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,102 $414K 0.1% +213 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,101 $413K 0.05% +6 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,101 $413K 0.04% +56 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,096 $411K 0.08% +287 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,095 $411K 0.03% -159 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 1,095 $411K 0.03% +51 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,093 $410K 0.03% 0 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,090 $409K 0.06% -51 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,235 $408K 0.02% +28 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,088 $408K 0.01% +265 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,078 $405K 0.04% 0 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 1,076 $404K 0.18% -1,268 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,076 $404K 0.01% -624 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,073 $403K 0.09% 0 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,067 $401K 0.06% +35 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 1,064 $399K 0.05% -3 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,063 $399K 0.01% -262 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,063 $399K 0.03% +446 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,061 $398K 0.02% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,060 $398K 0.15% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,057 $397K 0.02% -685 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,057 $397K 0.01% -146 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,057 $397K 0.01% -201 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,056 $396K 0.02% -19 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,053 $395K 0.03% new 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $394K 0.09% 0 13F-HR Timeline Amount filed as zero, left out of ratios. HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,044 $392K 0.01% -39 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,044 $392K 0.03% +304 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,043 $391K <0.01% -67 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,038 $390K 0.01% new 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,028 $386K 0.24% -145 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,027 $385K 0.04% -130 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 1,026 $385K <0.01% new 13F-HR Timeline Group