Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,899 $667K 0.26% +73 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 1,880 $660K 0.38% 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,879 $660K 0.17% +141 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,864 $655K 0.24% -100 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,981 $645K 0.09% +254 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,836 $645K 0.07% -80 13F-HR/A Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,830 $643K 0.11% -500 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 1,825 $641K 0.11% +25 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,825 $641K 0.21% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,825 $641K 0.02% +85 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,843 $640K 0.01% -69 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,820 $639K 0.25% -60 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,810 $636K 0.05% -176 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 1,802 $633K 0.27% +350 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,792 $630K 0.01% -1,892 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,788 $628K 0.44% +69 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,787 $628K 0.02% +380 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,784 $627K 0.26% -38 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,778 $625K 0.11% +104 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,777 $624K 0.04% -570 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,775 $623K 0.02% +323 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,775 $623K 0.01% -16 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 1,772 $622K 0.18% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,763 $619K 0.01% +58 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 1,734 $609K 0.29% -9 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,729 $607K 0.01% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,720 $605K 0.03% +113 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,704 $599K 0.04% -31 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,691 $594K 0.02% 0 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,691 $594K 0.18% +292 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,687 $593K 0.04% +259 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,683 $591K 0.13% +239 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,668 $586K 0.28% -94 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,664 $584K 0.03% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,651 $580K 0.02% -133 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,645 $578K 0.2% +233 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,644 $577K 0.15% +29 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,633 $574K 0.11% 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,632 $573K 0.01% -687 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,630 $573K 0.01% +992 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 1,627 $572K 0.09% -2,371 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,623 $570K 0.08% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,618 $568K 0.08% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,609 $565K 0.04% -224 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,603 $563K 0.14% -2,791 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,581 $555K 0.02% +763 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,573 $553K 0.01% +165 13F-HR Timeline Group VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 1,572 $552K 0.16% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,562 $549K 0.08% +537 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,559 $548K 0.12% +33 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,556 $547K 0.07% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,536 $539K 0.02% +63 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,533 $538K 0.02% +103 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,526 $536K 0.01% +842 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,523 $535K 0.02% +35 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,513 $531K 0.16% 0 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,511 $531K 0.4% 0 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 1,505 $529K <0.01% -46,934 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,504 $528K 0.07% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,499 $527K 0.03% -233 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,491 $524K 0.08% -1,423 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,477 $519K 0.07% +244 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,472 $517K 0.01% -6,361 13F-HR/A Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,465 $515K 0.07% +8 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,455 $511K 0.02% -39 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,441 $506K 0.03% +73 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,431 $503K 0.04% +547 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,426 $501K 0.27% -24 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,410 $495K <0.01% -4 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,405 $494K 0.03% +5 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,403 $493K 0.11% +125 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,402 $492K 0.05% 0 13F-HR/A Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 1,392 $489K 0.12% new 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 1,377 $484K 0.14% +710 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,368 $481K 0.36% -92 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,365 $479K 0.03% -178 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,363 $479K 0.15% -132 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,362 $478K 0.12% -870 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,360 $478K 0.01% -10 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,356 $476K <0.01% -645 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,354 $476K 0.06% +45 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,350 $474K 0.07% 0 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,349 $474K 0.25% +124 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,330 $467K 0.06% -14 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,321 $464K 0.06% +30 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,320 $463K 0.01% +45 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1,312 $461K 0.01% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,301 $457K 0.04% +208 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,290 $453K 0.38% +13 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,287 $452K 0.02% +1,089 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,282 $450K 0.01% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,281 $450K 0.17% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,277 $449K 0.06% +51 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,276 $448K 0.03% +59 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,275 $448K 0.05% -26 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,272 $447K 0.19% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,257 $442K 0.04% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,255 $441K 0.08% +10 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,250 $434K 0.01% -111 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,230 $432K 0.03% -46 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,226 $431K 0.01% +15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,202 $422K 0.01% +263 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,200 $422K 0.01% -118 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,188 $417K 0.03% +123 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,182 $415K 0.02% -56 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 1,180 $414K 0.01% new 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,180 $414K 0.38% -58 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,175 $413K 0.1% -408 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,173 $412K <0.01% -9,475 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,164 $409K 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 1,164 $409K 0.05% +4 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,162 $408K 0.02% +54 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 1,160 $407K 0.11% +82 13F-HR/A Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 1,157 $406K 0.01% +189 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,152 $405K 0.04% +3 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 $404K 0.06% 0 13F-HR Timeline Group Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,077 $403K 0.01% new 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 1,140 $400K 0.06% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,138 $400K 0.11% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,135 $399K 0.17% -25 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 1,131 $397K 0.07% -6,503 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,162 $392K 0.01% -61 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,111 $390K 0.01% -13 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,110 $390K 0.03% 0 13F-HR Timeline Group Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,104 $388K 0.01% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,100 $387K 0.1% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,197 $386K 0.03% +88 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,098 $386K 0.11% +21 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,097 $385K 0.03% -168 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 1,097 $385K 0.04% new 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,095 $385K 0.06% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,095 $385K <0.01% -169 13F-HR Timeline Group Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 1,095 $382K 0.01% -254 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,084 $381K 0.05% -114 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,082 $380K 0.01% +70 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,079 $379K 0.01% +35 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,078 $379K 0.05% -293 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,220 $378K 0.03% -35 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,069 $375K 0.01% -49 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,065 $374K 0.05% -57 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,062 $373K 0.03% -139 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,060 $372K 0.02% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,060 $371K <0.01% -3,123 13F-HR Timeline Group TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,050 $369K 0.14% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,072 $362K <0.01% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,029 $361K 0.08% +26 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,015 $357K 0.02% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,012 $355K 0.05% -162 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,012 $355K 0.16% -5 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,092 $354K 0.01% -24 13F-HR/A Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,007 $354K 0.06% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,001 $352K 0.05% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,000 $351K 0.01% 0 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 1,000 $351K 0.03% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 998 $351K 0.03% +9 13F-HR Timeline FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 997 $350K <0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 997 $350K 0.01% -105 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 991 $348K 0.14% +62 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 985 $346K 0.01% -571 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 977 $343K 0.01% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 974 $342K 0.02% -34 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 970 $341K 0.09% -1,365 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,070 $338K 0.15% -411 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 954 $335K 0.05% +127 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 954 $335K 0.01% 0 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 951 $334K 0.54% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 944 $332K <0.01% -426 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 943 $331K 0.05% -271 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 943 $331K 0.02% -220 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 942 $331K 0.02% -1,033 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 940 $330K 0.02% +261 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 933 $328K 0.13% +36 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 925 $326K 0.12% +545 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 926 $325K 0.12% +643 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 923 $324K 0.04% +26 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 919 $323K 0.04% -84 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 916 $322K 0.02% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 914 $321K 0.02% +1 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 913 $321K 0.15% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 912 $320K <0.01% -422 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 906 $318K 0.1% +30 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 906 $318K 0.14% -2 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 904 $318K 0.17% -33 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 904 $318K 0.01% +289 13F-HR/A Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 893 $314K 0.03% +243 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 892 $313K 0.02% -1 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 889 $312K 0.01% -6 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 887 $312K 0.13% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 886 $311K 0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 882 $310K +8 Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 881 $309K 0.04% 0 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 873 $307K 0.1% new 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 868 $305K 0.12% +14 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 867 $305K 0.03% +12 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 865 $304K <0.01% 0 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 871 $304K 0.01% -253 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 864 $303K 0.13% +200 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 858 $301K 0.09% -32 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 856 $301K 0.01% +23 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 850 $299K 0.01% -4 13F-HR Timeline