CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 4,214 $782K 0.29% +723 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 4,131 $767K 0.76% 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,063 $754K 0.08% +269 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 4,043 $750K 0.72% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,028 $747K 0.04% +245 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 4,011 $744K 0.07% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,986 $740K 0.14% new 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 3,980 $739K 0.36% -81 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,973 $737K 0.34% -402 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 3,963 $735K 0.03% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,940 $731K <0.01% -4,440 13F-HR Timeline Group HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,898 $723K 0.25% -123 13F-HR/A Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 3,750 $696K <0.01% 0 13F-HR/A Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,743 $695K 0.02% -305 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,685 $684K 0.22% -1,500 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,673 $682K 0.05% -1,252 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 3,595 $667K 0.14% -1,002 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,566 $662K <0.01% -1,688 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,549 $659K 0.01% +91 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 3,530 $655K 0.02% +1,555 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,487 $646K <0.01% +122 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,448 $640K 0.01% -1,163 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 3,448 $640K 0.05% new 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 3,439 $638K 0.16% +233 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,408 $632K 0.2% +573 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,385 $628K 0.04% -468 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 3,384 $628K 0.02% +173 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 3,376 $626K 0.16% -228 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,370 $625K 0.06% -11 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,179 $590K 0.04% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,142 $583K 0.01% +15 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,052 $566K 0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,041 $564K 0.03% -1,945 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,025 $561K 0.09% 0 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,016 $560K 0.09% new 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 3,093 $557K 0.28% +5 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,946 $547K 0.03% +11 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,935 $545K 0.06% 0 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,913 $541K 0.06% +73 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 2,904 $539K 0.05% new 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 2,855 $535K 0.03% 13F-HR/A Timeline Group OP Asset Management Ltd More: the full row for OP Asset Management Ltd 2,884 $535K 0.01% -15 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,861 $531K 0.01% +165 13F-HR Timeline City State Bank More: the full row for City State Bank 2,797 $519K 0.14% -280 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,723 $505K 0.07% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,686 $498K 0.01% +829 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,677 $497K 0.01% -232 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,671 $496K <0.01% -465 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,760 $493K 0.01% +468 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,636 $489K 0.01% +1,653 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,625 $487K 0.01% +4 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 2,606 $484K 0.14% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,595 $482K <0.01% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,575 $478K +44 Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,570 $477K 0.12% +565 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,629 $476K 0.07% -13,407 13F-HR/A Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,550 $473K <0.01% -133 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,528 $469K 0.04% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,491 $462K <0.01% -371 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,480 $460K 0.01% -718 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,455 $456K 0.09% -200 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,451 $455K 0.05% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,450 $455K 0.16% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,448 $454K 0.04% +28 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 2,426 $450K 0.14% +197 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,413 $448K <0.01% +223 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,395 $444K 0.13% -196 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,378 $441K 0.03% new 13F-HR/A Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,369 $440K 0.01% -2,333 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,342 $435K 0 Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,300 $427K 0.08% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,282 $423K 0.01% +188 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,258 $419K <0.01% +101 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,245 $417K <0.01% +459 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,239 $415K 0.01% +217 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,221 $412K 0.04% -611 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,203 $409K 0.03% +164 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,201 $408K 0.61% 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,197 $408K 0.01% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,190 $406K 0.01% -135 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,185 $405K 0.01% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,150 $399K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,140 $397K 0.21% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,131 $395K 0.02% -60 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,128 $395K 0.3% -300 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,133 $394K <0.01% +603 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,100 $390K <0.01% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,098 $389K 0.09% -120 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 2,080 $386K 0.13% 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,072 $384K <0.01% +59 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,023 $375K 0.08% -520 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,006 $372K 0.01% +84 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 1,993 $370K <0.01% +475 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 1,978 $367K 0.01% -9,230 13F-HR Timeline Group FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 1,960 $364K 0.24% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,942 $360K 0.01% +8 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,942 $360K 0.06% -490 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,937 $359K 0.1% +95 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,935 $359K <0.01% +217 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,933 $359K <0.01% +19 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 1,933 $359K 0.21% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,889 $351K 0.06% -78 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,874 $349K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,877 $348K <0.01% -454 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 1,876 $348K 0.36% +181 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 1,836 $346K 0.01% +12 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 1,859 $345K <0.01% -569 13F-HR Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 1,857 $345K 0.01% +25 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,828 $339K <0.01% 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,803 $335K 0.02% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,727 $320K 0.01% -581 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,724 $320K +236 Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 1,715 $318K 0.18% 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,703 $316K 0.06% -60 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,679 $312K 0.02% +45 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,662 $308K 0.02% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,651 $306K 0.01% +306 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,636 $304K <0.01% +472 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,635 $303K 0.04% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,631 $303K 0.01% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,627 $302K 0.02% +20 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,623 $301K 0.01% +171 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,611 $299K 0.09% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,594 $296K 0.07% +420 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,561 $290K 0.01% +48 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,558 $289K 0.01% +94 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,554 $288K 0.02% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,545 $287K 0.05% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,545 $287K 0.01% -118 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,541 $286K 0.09% +39 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,539 $286K 0.05% -36 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,494 $277K 0.06% 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,477 $274K 0.01% -83 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,475 $274K 0.03% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,468 $272K 0.03% -540 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,465 $272K 0.01% +212 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,461 $271K 0.04% -138 13F-HR Timeline Group Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,460 $271K 0.09% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,456 $270K <0.01% -286 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,426 $267K <0.01% -577 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,435 $266K 0.01% -30 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,435 $266K 0.05% -14 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,434 $266K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,432 $266K 0.02% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,426 $265K <0.01% new 13F-HR Timeline Group PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,421 $264K 0.06% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,417 $263K 0.08% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,388 $258K 0.03% +124 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,385 $257K <0.01% 13F-HR/A Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,376 $255K <0.01% -18 13F-HR Timeline Group LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,374 $255K 0.17% +109 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,367 $254K 0.01% +234 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,353 $251K 0.05% +59 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,341 $249K 0.01% +1,006 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 1,339 $248K 0.14% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,331 $247K 0.03% +333 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 1,326 $246K 0.25% 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 1,310 $243K 0.22% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,294 $240K 0.01% -833 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,290 $239K 0.14% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,288 $239K 0.01% +86 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1,290 $239K 0.06% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,290 $239K 0.16% +35 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,263 $235K 0.01% new 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,264 $235K <0.01% +197 13F-HR Timeline Group RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,258 $233K 0.06% +61 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,255 $233K 0.03% +13 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,255 $233K 0.01% +6 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,231 $228K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,200 $223K 0.01% 0 13F-HR Timeline Group Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,200 $223K 0.02% +800 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,010 $222K 0.02% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,190 $221K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,176 $218K 0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,168 $217K 0.01% +95 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,166 $216K 0.03% -105 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,164 $216K 0.01% -126 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,154 $214K 0.01% -321 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,122 $208K 0.03% new 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 1,106 $205K 0.21% 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,100 $204K 0.02% -145 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,094 $203K 0.03% -140 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,086 $202K 0.01% -10 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,070 $199K 0.01% +78 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,043 $194K <0.01% 0 13F-HR Timeline Group Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,025 $190K 0.07% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,000 $186K 0.03% -425 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 986 $185K <0.01% +109 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 991 $184K 0.04% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 989 $184K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 978 $181K 0.07% -95 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 960 $178K 0.16% 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 970 $177K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 950 $176K 0.03% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 167,004 $167K 0.12% 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 879 $163K 0.06% -690 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 878 $163K 0.02% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 859 $159K <0.01% -264 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 848 $157K <0.01% new 13F-HR/A Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 807 $150K 0.08% 0 13F-HR Timeline