Vestcor Inc More: the full row for Vestcor Inc 7,673 $538K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 7,672 $538K <0.01% +112 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 7,642 $535K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,629 $535K <0.01% +513 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 7,643 $532K 0.01% -134,494 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,537 $528K 0.01% +1,471 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,513 $526K 0.02% new 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 7,469 $523K 0.28% +1,868 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,453 $522K 0.02% +6,253 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,399 $518K 0.01% +683 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,298 $511K 0.04% +349 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 7,228 $506K <0.01% +6,043 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,215 $506K 0.01% +579 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 7,207 $505K 0.36% +203 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,171 $502K <0.01% +1,301 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 7,095 $497K 0.15% +1,981 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 7,096 $497K <0.01% +19 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 7,057 $494K 0.04% +439 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 6,978 $489K 0.37% +297 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 6,977 $489K <0.01% -443 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,930 $486K 0.01% +87 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,930 $486K 0.01% +223 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 6,832 $479K <0.01% -81 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 6,774 $475K 0.01% +5,850 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 6,760 $474K 0.05% +97 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,677 $468K 0.03% +98 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,675 $468K 0.09% +256 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 6,674 $468K <0.01% new 13F-HR Timeline Group ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 6,649 $466K 0.01% -756 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 6,498 $455K 0.01% +50 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 6,495 $455K 0.14% +6,395 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 6,425 $450K 0.2% +32 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,423 $450K 0.01% +917 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6,423 $450K 0.01% -15,386 13F-HR Timeline Group KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 6,402 $449K 0.02% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 6,270 $446K +3,157 Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,360 $446K 0.01% +394 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,335 $444K 0.03% +1,513 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 6,285 $440K <0.01% -155 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,270 $439K 0.02% -123 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 6,234 $437K 0.02% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,220 $436K 0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 6,215 $435K 0.2% -20,560 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,905 $435K 0.01% +88 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 6,191 $434K 0.01% +1,514 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,981 $431K <0.01% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,121 $429K 0.02% +586 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 6,096 $427K <0.01% new 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 6,164 $426K 0.05% -414 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 6,073 $426K 0.08% +34 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 6,066 $425K <0.01% +3,418 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 6,025 $422K 0.03% +1,523 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 6,047 $422K <0.01% -917 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,978 $419K 0.01% -270 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,975 $419K 0.24% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,968 $418K 0.02% +509 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 5,963 $418K 0.19% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,933 $416K 0.01% -397 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,854 $410K 0.03% +71 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 5,850 $410K 0.01% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 5,845 $410K 0.22% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,748 $403K 0.02% -172 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,715 $400K <0.01% -634 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 5,647 $396K 0.37% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,642 $395K 0.01% +1,599 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,584 $391K 0.01% +1,886 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 5,555 $389K 0.35% -1,758 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 5,484 $384K 0.02% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 5,449 $382K 0.06% +58 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 5,446 $382K <0.01% 0 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 5,415 $379K 0.01% +75 13F-HR Timeline Group Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 5,410 $379K 0.03% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,401 $378K 0.07% +21 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,373 $377K <0.01% +185 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 5,373 $376K 0.24% -606 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,362 $376K 0.02% -207 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,317 $373K 0.01% -132 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 5,300 $371K 0.09% +3,300 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,297 $371K 0.07% +1,917 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,275 $370K 0.06% new 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 5,256 $368K 0.12% +39 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 5,254 $368K <0.01% -27 13F-HR Timeline Group Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 5,237 $367K 0.23% +1,371 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 5,236 $367K 0.05% -249 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 5,175 $363K <0.01% +457 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,122 $359K 0.02% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,089 $357K 0.01% -225 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,066 $355K 0.02% -40 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,989 $350K 0.06% +29 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 4,989 $350K <0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,985 $349K 0.02% +164 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,977 $349K 0.02% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,968 $348K 0.26% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,811 $347K 0.03% +47 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 4,946 $347K 0.42% new 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 4,932 $346K 0.1% -56 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 4,920 $345K <0.01% +1,380 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,878 $342K 0.18% -3,047 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,877 $342K 0.05% +33 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,844 $339K 0.02% -244 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,838 $339K 0.02% -1,024 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,833 $339K 0.04% +485 13F-HR/A Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 4,823 $338K 0.02% -125 13F-HR/A Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,666 $336K 0.11% new 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 4,798 $336K 0.19% -116 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,776 $335K 0.01% +1,552 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,753 $333K 0.06% +96 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 4,742 $332K 0.09% -52 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,698 $329K 0.05% +73 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 4,697 $329K 0.01% +4,600 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,690 $329K <0.01% -294 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,609 $323K 0.05% +4 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,600 $322K 0.06% new 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 4,575 $321K 0.07% 0 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 4,558 $319K 0.18% +430 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,551 $319K <0.01% -3,380 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,505 $316K 0.01% -239 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,505 $316K 0.04% +32 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,495 $315K 0.02% +3 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4,475 $314K 0.1% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,440 $311K 0.1% -1,365 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,437 $311K 0.02% -8 13F-HR Timeline American Trust More: the full row for American Trust 4,413 $309K 0.02% -89 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,374 $306K 0.06% 0 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 4,320 $303K 0.28% -20 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,310 $302K 0.13% +25 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 4,278 $300K 0.02% +198 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,250 $298K 0.02% -224 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,222 $296K <0.01% +4 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,199 $294K 0.01% -301 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,191 $294K 0.02% +5 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,183 $293K 0.03% +122 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,172 $292K 0.14% +197 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,153 $291K 0.03% +11 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,994 $289K 0.11% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 4,104 $288K 0.03% -64 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,101 $287K 0.02% +88 13F-HR Timeline Group CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 4,090 $287K 0.04% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,071 $285K 0.01% +644 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 4,072 $285K 0.06% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,065 $285K 0.09% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 4,056 $284K 0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,053 $284K 0.01% +7 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,034 $282K 0.04% +99 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,013 $281K 0.01% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,992 $280K 0.05% +201 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 3,972 $278K 0.13% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 3,924 $275K 0.03% -6,555 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,921 $275K 0.03% -251 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,918 $275K 0.01% +387 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,887 $272K 0.02% +571 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 3,860 $270K 0.01% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,825 $268K 0.01% +10 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,818 $268K 0.15% -220 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,815 $267K 0.03% +479 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 3,800 $266K 0.02% 0 13F-HR/A Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 3,799 $266K <0.01% -3,800 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,652 $262K 0.02% -424 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,732 $262K 0.09% +91 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,723 $261K 0.01% +188 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,696 $259K 0.01% -922 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 3,488 $257K 0.03% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,661 $257K 0.01% +853 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,660 $256K 0.05% new 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 3,653 $256K 0.14% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,653 $256K -28,166 Timeline Indivisible Partners More: the full row for Indivisible Partners 3,625 $254K 0.01% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,599 $252K 0.07% +246 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,596 $252K 0.02% +296 13F-HR Timeline ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,594 $252K <0.01% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,550 $249K 0.02% -84 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,504 $246K <0.01% -122 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 3,500 $245K 0.01% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 3,500 $245K 0.01% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,477 $244K 0.03% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,471 $243K 0.08% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,404 $239K 0.05% +38 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,398 $238K 0.01% -307 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,385 $237K 0.03% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,343 $234K <0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,331 $233K 0.01% -9 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,311 $232K 0.02% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,302 $231K <0.01% -81 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,276 $230K 0.01% new 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 3,268 $229K 0.17% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,242 $227K 0.03% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,211 $225K 0.02% -206 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 3,210 $225K <0.01% -198 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,200 $224K 0.01% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,195 $224K <0.01% -238 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 3,190 $224K 0.03% -3,128 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,187 $223K 0.1% new 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 3,175 $222K 0.03% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,168 $222K 0.01% new 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 3,166 $222K 0.05% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,164 $222K 0.01% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,123 $219K 0.02% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,104 $217K 0.03% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,082 $216K 0.02% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,076 $216K 0.02% -1,698 13F-HR Timeline