Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 4,439 $282K 0.03% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 4,431 $282K 0.08% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,350 $277K 0.15% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,348 $277K <0.01% -598 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 4,324 $275K 0.15% -1 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 4,304 $274K 0.14% -88 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,239 $270K <0.01% +244 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,232 $269K 0.05% new 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,229 $269K <0.01% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,226 $269K 0.08% new 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 4,225 $269K <0.01% -48,700 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,198 $267K 0.01% +162 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,197 $267K 0.01% -5,054 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,192 $267K 0.03% -5,979 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,318 $267K <0.01% -296 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 4,188 $267K 0.1% -1,336 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 4,168 $265K 0.09% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,163 $265K 0.02% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 4,138 $263K <0.01% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,106 $261K 0.03% +169 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,855 $260K 0.01% 0 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 4,085 $260K 0.28% 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 4,040 $257K 0.15% -80 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 4,035 $257K 0.03% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,016 $256K 0.11% +170 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,000 $255K 0.01% 0 13F-HR Timeline Group Gruss & Co., LLC More: the full row for Gruss & Co., LLC 4,000 $255K 0.59% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,994 $254K 0.02% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,952 $251K <0.01% new 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 3,939 $251K 0.03% new 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 3,898 $248K 0.03% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,897 $248K 0.02% +7 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 3,890 $248K 0.01% -4,222 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,871 $246K 0.03% 0 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 3,850 $245K <0.01% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,841 $244K <0.01% -192 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,816 $243K 0.01% new 13F-HR/A Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,816 $243K 0.01% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,810 $242K 0.02% +10 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 3,808 $242K 0.04% +1 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,774 $240K <0.01% -23 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,765 $240K 0.01% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,730 $237K 0.01% -115 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,728 $237K 0.03% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,718 $237K <0.01% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,696 $235K 0.04% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,682 $234K 0.02% new 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,681 $234K 0.04% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,657 $233K 0.02% +177 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,650 $232K 0.01% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 3,575 $228K 0.14% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,553 $226K 0.02% +755 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 3,540 $225K 0.1% new 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 3,535 $225K 0.21% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,502 $223K 0.01% new 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,471 $221K <0.01% new 13F-HR Timeline First National Advisers, LLC in group FIRST NATIONAL BANK OF OMAHA More: the full row for First National Advisers, LLC 3,471 $221K 0.03% new 13F-HR Timeline Group CoreCommodity Management, LLC More: the full row for CoreCommodity Management, LLC 3,468 $221K 0.04% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,458 $220K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,457 $220K 0.07% +493 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,426 $218K 0.07% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,397 $216K 0.03% new 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 3,394 $216K 0.02% new 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 3,375 $215K 0.02% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,367 $214K 0.02% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,365 $214K <0.01% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,351 $213K 0.02% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 3,335 $212K 0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,334 $212K 0.01% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,333 $212K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,325 $212K 0.02% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,320 $211K 0.02% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,289 $209K <0.01% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,269 $208K 0.05% +1,418 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,259 $207K 0.02% new 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,250 $207K <0.01% new 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 3,242 $206K 0.14% -24,376 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,220 $205K 0.02% new 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 3,215 $205K 0.16% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,204 $204K 0.01% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 3,190 $203K 0.03% new 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 3,184 $203K 0.03% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,178 $202K 0.02% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,726 $202K 0.01% new 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,144 $200K 0.15% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,102 $197K 0.02% +2,820 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,030 $193K 0.01% -383 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,850 $181K 0.06% +500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,626 $167K 0.03% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 2,565 $163K 0.12% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,564 $163K 0.01% +57 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,494 $159K 0.01% -68 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,477 $158K 0.01% -558 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,446 $156K <0.01% -2,423 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,391 $152K 0.19% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,200 $142K 0.01% -3,100 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,190 $139K 0.01% -440 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,158 $137K <0.01% -356 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,142 $136K 0.01% -21 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,073 $132K 0.02% -900 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 2,068 $132K 0.13% +170 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,065 $131K 0.07% -29 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,020 $129K 0.05% -5 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 1,995 $127K 0.06% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,966 $120K 0.01% +700 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,861 $118K 0.01% +10 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,859 $118K <0.01% -971 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,847 $118K 0.02% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,836 $117K <0.01% +7 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 1,819 $116K 0.02% -7,226 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,780 $113K 0.01% +113 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,688 $107K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,676 $107K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,716 $105K 0.07% +464 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,597 $102K 0.03% -271 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,565 $99.6K <0.01% -135 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,506 $95.8K <0.01% new 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,461 $93K 0.01% -205 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,432 $91.1K 0.01% -51 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,399 $89K 0.01% +6 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,366 $86K 0.01% +747 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,304 $83K 0.03% +584 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,303 $82.9K <0.01% -681 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,222 $77.7K <0.01% +5 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,195 $76.1K +424 Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,188 $75.6K 0.01% +224 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,149 $73.1K <0.01% new 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,122 $71.4K 0.04% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,104 $70.2K 0.01% -150 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,009 $64.2K 0.01% +315 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 977 $62.2K 0.04% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,014 $61.9K 0.03% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 968 $61.6K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 941 $59.9K 0.01% +400 13F-HR Timeline Amplify Investments, LLC More: the full row for Amplify Investments, LLC 935 $59.5K 1.07% 0 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 934 $59.4K 0.04% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 929 $59.1K 0.03% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 921 $58.6K <0.01% 0 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 918 $58.4K 0.01% +62 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 915 $58.2K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 886 $56.4K <0.01% +131 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 864 $55K 0.01% -614 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 862 $54.9K 0.02% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 858 $54.6K 0.01% +369 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 826 $53K 0.01% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 820 $52.2K <0.01% -2,700 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 810 $51.5K 0.02% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 797 $50.7K 0.03% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 795 $50.7K <0.01% +520 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 787 $50.1K 0.02% +444 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 783 $49.9K <0.01% +269 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 773 $49.2K <0.01% +202 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 700 $44.5K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 700 $44.5K 0.02% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 690 $43.9K 0.02% +21 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 682 $43.4K 0.01% +8 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 674 $42.9K <0.01% +2 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 632 $40.2K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 611 $38.9K <0.01% -10,495 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 606 $38.6K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 600 $38.2K <0.01% -700 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 604 $38K 0.02% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 574 $36.5K <0.01% +1 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 572 $36.4K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 538 $34.2K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 514 $32.7K 0.01% +2 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 507 $32.3K <0.01% +283 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 500 $31.8K <0.01% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 500 $31.8K <0.01% new 13F-HR/A Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 500 $31.8K 0.99% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 500 $31.8K 0.02% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 496 $31.6K <0.01% +191 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 484 $30.8K 0.01% -89 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 480 $30.5K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 480 $30.5K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 475 $30.2K 0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 473 $30.1K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 470 $30K <0.01% +6 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 456 $29K 0.03% +1 13F-HR Timeline Quarry LP More: the full row for Quarry LP 442 $28.1K 0.01% -721 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 433 $27.6K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 425 $27K 0.01% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 400 $25.5K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 398 $25.3K 0.02% -199 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 395 $25.1K 0.01% -58 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 410 $24.5K <0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 378 $24K 0.02% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 362 $23K <0.01% +262 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 347 $22.1K <0.01% +295 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 347 $22.1K 0.01% +29 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 349 $22K 0.01% -82 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 335 $21.3K 0.01% +275 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 325 $20.7K 0.02% -3 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 314 $20K <0.01% +13 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 313 $19.9K <0.01% +57 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 311 $19.8K 0.02% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 300 $19.1K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 305 $19K 0.01% -126 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 286 $18.2K <0.01% -106 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 279 $17.8K <0.01% -21 13F-HR Timeline